Switch from BuildOps
Switching from BuildOps to JobStack: a step-by-step guide.
You've decided to move off BuildOps. This guide walks through what to export, how to clean it up, how to import into JobStack, and how to run both in parallel so you don't get stranded.
Why operators leave BuildOps
- You were paying for commercial PM depth you didn't use. BuildOps is sized for large commercial operations. For smaller or residential contractors, most of the cost goes to features that don't apply to daily work.
- Cost outgrew the work mix. Commercial work shrank or shifted to residential; BuildOps stayed priced for an enterprise operation.
- Onboarding burden didn't match your scale. BuildOps onboarding assumes a real operations team. Solo and small operators bear the full weight personally.
- Wanted simpler tools that match the work. Residential and light-commercial service has a different cadence than enterprise commercial PM. The right tool fits the work.
What carries over, what changes
Carries over
- Customer list
- Service location data
- Open and historical service invoices
- Payment records
- Equipment records (with manual mapping)
- Basic job history
Needs setup or rethinking
- Active commercial PM workflows (close out in BuildOps)
- AIA-style billing, retention, change orders
- Multi-resource dispatching
- Service agreements and preventive maintenance programs
- Custom commercial forms and inspections
- Project budgets and T&M tracking
The migration, step by step
- 1
Confirm contract end date
BuildOps agreements are annual. Find your renewal date and cancellation notice requirements.
- 2
Decide what you're keeping vs. dropping
Honest list: which BuildOps features actually map to work you still do? Don't try to recreate features you've drifted away from.
- 3
Export your data
Use BuildOps's export tools to pull customers, service locations, invoices, payments, and equipment as CSVs.
- 4
Import service data into JobStack
Upload customer/invoice/equipment CSVs. JobStack's importer handles service-CRM data well; complex project structures don't translate and can be ignored if you're moving away from project work.
- 5
Rebuild service agreements at simpler depth
Recreate active maintenance contracts as recurring jobs in JobStack. The cleanest fit for residential and light-commercial maintenance programs.
- 6
Reconnect QuickBooks and payments
Standard integrations. Re-test invoice-to-QB sync with a real invoice before going live.
- 7
Parallel run for 2 weeks
Given the change magnitude, double the usual parallel window. BuildOps stays accessible; JobStack handles new service work.
- 8
Cancel and archive
Submit cancellation per contract terms; final data export.
Common gotchas
-
Active commercial PM projects may be easier to complete in BuildOps before sunsetting.
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Retention billing and AIA forms aren't supported. Close out AIA-billed work in BuildOps first.
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Multi-resource scheduling (assigning crews to jobs with equipment and trucks) is simpler in JobStack.
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Annual contract early-termination fees can be significant.
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Equipment-level service history may need manual cleanup post-import.
Realistic timeline
- Week 1 Scope what to keep vs. drop, export data, audit contract.
- Week 2 Import to JobStack, rebuild simpler workflows, reconnect QB and payments.
- Week 3–4 Parallel run; BuildOps for in-flight PM work, JobStack for new service jobs.
- Pre-renewal Submit cancellation, final data export, archive.
Ready to start?
Get migration help, free at launch.
JobStack launches soon. Sign up to get early access plus white-glove migration from BuildOps — we'll get on a screen-share and do most of the work with you.
Get notified + migration helpFrequently asked questions
Should I switch from BuildOps to JobStack?
Will I lose project data?
Can JobStack handle facilities maintenance contracts?
What about my AIA-billed projects?
Is migration support available?
Guide verified as of May 2026. BuildOps feature names and export workflows may change; if a step doesn't match what you see, check BuildOps's current help documentation. BuildOps is a trademark of its owner.