My Business and My Profile have moved
We've combined My Business and My Profile into one section called Account settings, at the bottom of the left-hand menu. Your profile, your business account (business details, users and subscriptions) and your business setup (tax rates, business documents, building types and more) are now all in one place.
Where this article mentions My Business or My Profile, go to Account settings instead. See what else has changed
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:
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).
