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How do I create a new building type for leads, estimates and jobs?
How do I create a new building type for leads, estimates and jobs?

Learn how to add a new building type (previously known as 'project type') to your customized Business Setup

Kalya Ryan avatar
Written by Kalya Ryan
Updated yesterday

You can select a 'Building Type' for your lead, estimate and job.

The standardized list of building types available in Buildxact are located in a drop-down menu under Estimate Details/Building Type and Job Details/Building Type. You can also choose a building type when capturing a new lead from Lead Details/Project Scope/Building Type.

Adding a new Building Type

To add a new building type to your account in Buildxact follow these steps:

  1. Navigate to the Business Setup menu under My Business on the left-hand menu.

2. Click on Building Types.

3. To add a new Building Type, click the green '+' button.

4. Type in your new customized building type in the row that appears at the bottom of the list and click on the yellow tick to save (located next to the green '+' symbol at the top of the page).

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