BuildOps Sage 300 Contractor Integration
Fields Service App and Accounting can work in a team
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BuildOps Sage 300 CRE Integration
Connect field operations and enterprise accounting seamlessly with PixisSync—gain real-time job cost visibility, eliminate duplicate entry, and accelerate month-end close. BuildOps is the field management platform built for commercial mechanical, fire protection, and electrical contractors. It centralizes dispatching, work orders, service agreements, and project billing so your field teams and back-office always work from the same data. Book a Free Consultation
Why BuildOps + Sage 300 CRE
By connecting BuildOps with Sage 300 CRE through PixisSync, contractors gain complete visibility into job costs, AR/AP, payroll, and project performance. Field data flows automatically into your ERP the moment work is completed—reducing reconciliation errors and giving finance teams accurate numbers without waiting for manual re-entry.
Key Benefits for Financial and Operations Leaders
- For CFOs & Controllers: Real-time job cost updates, accurate month-end close, and full AR/AP sync without manual intervention.
- For Project Managers: Live cost-to-complete visibility as field crews complete work orders and projects—no more month-end surprises.
- For Operations Teams: Purchase orders, vendor receipts, and payroll timecards flow straight from BuildOps into Sage 300 CRE—zero re-keying.
Integration Workflow
PixisSync bridges BuildOps field data and Sage 300 CRE financial modules to ensure consistency across systems. Below is a sample workflow that can be customized per client.
BuildOps (Field Operations)
– Clients & service locations
– Work orders & project jobs
– AR invoices (service + project billing)
– Purchase orders & PO receipts
– Payroll / labor hours
PixisSync (Integration Layer)
– Map & validate jobs, cost codes, vendors
– De-duplicate & error-check records
– Schedule & monitor syncs
– Audit trail & approval workflow
Sage 300 CRE (ERP)
– AR Customers & Customer Locations
– JC Jobs & JC Contracts
– AR Invoices & AR Cash Receipts
– AP Vendors, PO Purchase Orders, AP Invoice Entry
– PR Timecard Entry
Field data captured in BuildOps flows through PixisSync into Sage 300 CRE—and master records like customers and vendors sync back—eliminating duplicate entry and providing real-time financial visibility.
Coverage Summary
| Area | BuildOps Data | Sage 300 CRE Module | Status |
|---|---|---|---|
| Master Data | Clients, properties, suppliers | AR Customers, AP Vendors | Bi-directional sync |
| Job Costing | Work orders, projects | JC Jobs, JC Contracts | BuildOps → Sage 300 |
| Invoicing | AR invoices (service & project), payments received | AR Invoices, AR Cash Receipts | Synced via PixisSync |
| Purchasing | Purchase orders, PO receipts | PO Purchase Orders, AP Invoice Entry | BuildOps → Sage 300 |
| Payroll | Labor hours, technician time | PR Timecard Entry | BuildOps → Sage 300 |
Ready to Streamline Field-to-Finance?
Schedule a free consultation to learn how PixisSync can connect your BuildOps workflows with Sage 300 CRE—so your team spends less time on admin and more time delivering projects profitably.