Culture/Values
This BuildOps value embodies Passion, Emotional Connection, and Empathy/Action
What is love our customers
This is a written contract for the servicing and maintaining of an asset or property between the business owner and the specialty contractor
What is a service/preventative maintenance agreement
This module has the ability to do markups on a two-dimensional visual. It also contains all the details that are needed for a project. These details are needed to request permits, determine the construction schedule, and eventually do the construction itself.
What is the drawings module
This persona handles multiple things within the office. They may be involved in operations, coordination, and/or finance. BuildOps would consider this person a "catch-all"
What is an office manager?
This is a sales process in which a sales rep uncovers challenges and finds solutions with the prospect
What is discovery
This BuildOps mindset encourages us to weigh the data and choose the options that optimizes the outcome for our customers and business, even if it results in a mistake that we can fix quickly
What is take risks
This position on the construction site oversees the planning and delivery of construction projects. They ensure that work is completed on time and within budget from all stages of construction
What is a project manager
This feature allows technicians to easily input their time and material from the field
What is the mobile app
This persona cares most about how their business is running. This means that scalability and efficiency is on their minds a lot. They care most about real time visibility into where the state of the business is in.
What is an owner/president/CEO
This sales process is when a prospect presents a concern about the product/service a salesperson is selling, and the salesperson responds in a way that alleviates those concerns and allows the deal to move forward.
What is objection handling
This BuildOps value is action-oriented. It also reminds us as shareholders that we own this business and to make decisions as we would with our own time
What is act like an owner
This is a document used by key stakeholders on a construction project, from general contractors and subcontractors, to property owners and construction managers, that lists out the value and cost of every billable work item on a step-by-step project timeline, and the percentage of the work that's been completed
What is schedule of values
When a customer needs a prefixed approved price for a unit install they use this feature of the BuildOps platform
What is the quotes module
This persona cares most about how smoothly the day-to-day of the business is running. They are close enough to the site/field where they can have insight into the challenges but also has an understanding of how the office is running.
What is a service/project manager
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This collaborative relationship between two sales teammates is critical to the success of the sales org. It requires teamwork, feedback, and transparent communication
What is SDR/AE alignment
This report is a tool used by contractors to track the cost of a project and how much money each phase costs. It includes the total amount of money spent on the project, the current stage of completion, and the projected end date.
What is a WIP (Work in Progress) Report
This tool allows you to bill a project as it is being completed by percentage complete or dollars complete, allows retainage billing, and allows you to pull in your schedule of values.
What is AIA Billing Tool
This persona cares most about how much time and resources it will take to evaluate and implement a system. They have a big say within the finances of a company and ultimately care most about ROI.
What is a CFO
This acronym, MEDDIC, is a qualification and sales methodology used popularly around the world. What does the acronym stand for?
What is Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, and Champion.
This BuildOps mindset empowers us to respectfully debate. This mindset is the hallmark of a high-performing team, who can even disagree and come together
What is challenge and seek truth
What is pull through work
This tool allows our customers to identify surface and turn pull through work into actual revenue for the business.
What is the recommended (or recommendations) task workflow tool
These personas are responsible for overseeing the guidelines of the work site. They are responsible for enforcing compliance with regulations and reviewing health guidelines to minimize injuries.
What is a safety manager.
This sales methodology promotes reps to build trust between themselves and the buyer rather than push a product. In doing so, the salesperson becomes a trusted advisor who can consult on the prospect's pain points and deliver a solution.
What is the Sandler Sales Methodology