BuildOps + Viewpoint Vista
Technician Empowerment, Real-Time Updates, and Simplified Reporting
This feature executes on a 30-minute schedule to ensure that all active Vendor data in Viewpoint Vista is represented appropriately within BuildOps.
This feature executes on a 30-minute schedule to ensure that all active Tax Codes in Viewpoint Vista are represented appropriately within BuildOps.
This feature executes on a 30-minute schedule to ensure that all active Payment Terms in Viewpoint Vista's HQ module are represented appropriately within BuildOps.
This feature executes on a 30-minute schedule to ensure that all active GL Accounts in Viewpoint Vista's GL module are represented appropriately within BuildOps.
This feature executes on a 30-minute schedule to ensure all jobs created in BuildOps are accounted for within Viewpoint Vista's JC module.
This feature executes on a 30-minute schedule to ensure that all contracts created in Viewpoint Vista are accounted for within BuildOps.
This feature executes on a 30-minute schedule to ensure that all contract items created in Viewpoint Vista are accounted for within BuildOps.
This feature executes on a 30-minute schedule to ensure all job phases created in Viewpoint Vista's JC module are accounted for within BuildOps.
This bi-directional feature executes on a 30-minute schedule to ensure that customer data is accounted for in both systems. Users can create a customer account in one system and trust that the other system will be notified of the new account at the next 30-minute mark in the sync schedule.
This feature executes on a 30-minute schedule to ensure that all departments from Viewpoint Vista's JC module are represented within BuildOps.
This feature executes with an on-demand trigger that ensures all purchase order receipts that are created in BuildOps are accounted for within Viewpoint Vista's PO module.
This feature executes on a 30-minute schedule to ensure that all posted invoices from Viewpoint Vista's AP module are reflected in BuildOps.
This feature executes with an on-demand trigger to ensure that Viewpoint Vista's AR module has an accurate accounting of all invoices created in BuildOps.
This feature executes on a 30-minute schedule to post payments (cash receipts) from Viewpoint Vista's AR payment module into BuildOps.
Technician Empowerment, Real-Time Updates, and Simplified Reporting
Better Data, Better Decisions
Report across any metrics you need. Empower your team to monitor technician success, identify trends, and make data-backed decisions.
Tools for an Exceptional Customer Experience
Show the work and back up recommendations. Seamlessly attach photos, videos, PDFs, and custom forms directly to quotes and invoices.
Coordinate Effortlessly for the Way Your Team Works
Automate the flow of work orders, customer data, invoices, project KPIs, and more - from the office to the field, and back again.
Important Notes
- This integration is built, sold, and supported by BuildOps using App Xchange.
- A subscription to BuildOps is required for this integration (not sold by Trimble). If you are not a customer, and do not have any sales conversations in motion, we can help with an introduction to their biz-ops sales experts. Let’s talk.
- On-prem users: Data Xchange does not guarantee version support for either system beyond the current version available and the previously available version. Older versions may still work, but are not actively supported and may become obsolete.
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