Buildxact

How can I resolve technical issues in Buildxact?

Kalya Ryan

Matt Govett

Ryan Noonan

Contact Us & General Knowledge Articles

What is Buildxact?

About Buildxact

Understand which email address is used to send out an email or display documents from different parts of the system.

Which email address is used where?

This guide will show you how you can export your estimate or actual costings to excel and filter for specific data

Estimate/ Job Data Export

Buildxact has statuses for Estimates and Jobs which allow you to sort and track your project at different stages.

Can I track my Estimates and Jobs at different stages?

This guide will show you how to hide and delete completed Estimates and Jobs

How do I hide, filter, delete or restore an estimate or job in Buildxact?

Removing tax from items which are exempt of tax and how this affects invoicing. "My tax is less than 10%"

Tax free items

This guide will walk you through a new feature that allows you to collapse the main menu on the left

Collapsing the main menu

There are various reports that can be accessed in Buildxact

What type of reports can be accessed in Buildxact?

You can request to have your account data removed, which will include everything you've entered and imported into Buildxact

How do I delete my account data?

How to recover deleted jobs, estimates, leads, price lists, and more. This replaces the old recycle bin.

Recovering Deleted Items

Can I copy and paste text in Buildxact?

Learn the simple steps involved in uploading your logo to your account in Buildxact.

How do I upload my logo to my Buildxact account?

Steps on how to set up 2-step verification for your account; the authenticator apps we recommend; and how to request a login code via email.

How do I set up 2-step verification/multifactor authentication (MFA)?

Why am I being asked to set up an Authenticator app when logging in?

Kate Cromie

General use questions

Two users working in the same estimate or job at the same time can cause data to be overwritten in Buildxact.

What happens if two users are in the same estimate or job at the same time?

Learn how to update business details like your contact information, logo, brand colors and ABN (for Australian users)

How do I update my business details in Buildxact?

Saving Information

Learn how to manage the number of feedback notifications you receive while using Buildxact.

How do I manage the number of feedback/Pendo notifications I receive?

All product updates are based on your needs. We welcome feedback and also have a feature request area for you to communicate ideas.

How can I give feedback and make suggestions to Buildxact?

Dan C

Feedback

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.