Please note: to invite any member of your Onsite crew to a job from the Buildxact web app they must have an email address.
Invite your Job Crew from Buildxact's Web app
Navigate to a Buildxact Job.
Click on the Job Details tab.
Scroll down to the view the Buildxact Onsite crew section. This is where you will see any existing invited Buildxact Onsite crew, including the status of their invitation. See the Buildxact Onsite crew details heading below for more information on what is displayed in this section.
To invite crew, click the Invite crew button.
5. Search for an existing Contact by typing the contact name, business name or email address into the text box OR click Create a new Contact. Click Send invitation.
Buildxact Onsite crew details
Your Onsite crew details appear here. Details include Name, Business name, Email and the status of any invite the crew member/contact has been sent.
You can delete crew members from this section, including crew that have accepted the invitation, by clicking the delete symbol. When job crew are deleted from the web app their access to the job on Buildxact Onsite will be revoked.
How do invites work for crew/contacts?
When you invite a crew member or contact to a job, they receive an email with the job address and your business name. The email gives them two options:
Accept – Existing users are directed to Buildxact Onsite > Jobs. New users are prompted to download and set up the Buildxact Onsite app.
Decline – The invitation is rejected.
If they open the email on a laptop or desktop, they’ll go to a confirmation page first. After accepting, they must log in to Buildxact Onsite or the Buildxact web app to view the job.
The invitation’s status updates in Buildxact > Jobs > Job Details > Buildxact Onsite crew card:
Pending – No action taken yet.
Accepted/Declined – Updates automatically based on their response.