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Onboarding checklists

A list of topics to cover based on the plan

1 author18 articles
Getting Started & System Set-up

Find more information on system set up as well as training resources like videos and webinars

5 authors25 articles
Leads & Customer Portal

Everything you need to help get the most from your Leads and Customer Portal

3 authors15 articles
Estimating

A wide ranging of articles from takeoffs, recipes, uploading plans, scaling, and much more

5 authors116 articles
Job Management

A wide ranging of articles from scheduling, purchase orders, actual costings, and outgoing invoices

5 authors66 articles
Integrations

Articles on Integrating with other platforms

2 authors35 articles
Manage your subscription

Everything you need on how to manage your subscription

3 authors16 articles
Messaging & Communications

Articles on emails and text messages

2 authors5 articles
Contact Us & General Knowledge Articles

General use questions on Buildxact

4 authors19 articles
Browsers, cache, computer & internet requirements

Articles relating to common software and hardware questions

3 authors21 articles
Suppliers & Dealers

Articles relating to Supplier/ Dealer system features

3 authors14 articles
Buildxact Onsite

Articles relating to Buildxact Onsite, Buildxact’s companion mobile appp

1 author13 articles
Blu

All things related to the Blu AI features.

1 author7 articles
Material Ordering

Everything covering how to use the Material Order function

2 authors4 articles