From the Ground Up is a free weekly training series that walks you through the platform step by step — from setting up your account on Monday to managing your field team by Friday. Each session is 30 minutes, runs twice daily, and covers exactly one part of the platform so you're never overloaded.
New to Buildxact? Start at the beginning and work through all five. Already using the platform? Jump in wherever you need to fill the gaps.
Weekly session times
10:00am Los Angeles (US Pacific Time)
10:00am Melbourne (AEST)
When you register, you can switch the webinar schedule to display in your local time zone.
How to get the most from the series
If you’re new, start with Monday’s Getting Started session to set up strong foundations.
Choose the sessions that match your role and current focus - then build from there.
Missed a workshop? Find the recorded collection here
Weekly Schedule
Mondays: Getting Started: Setup & Core Navigation
Build a strong foundation in Buildxact so you can get set up quickly and start working efficiently from day one. You’ll cover:
Account setup to match your business and workflow
Leads and contacts so you can capture opportunities and stay organized
Platform navigation tips to find what you need faster and work with confidence
Tuesdays: Estimating Essentials
Turn your estimating process into a smooth, step-by-step flow in Buildxact. Price jobs with confidence, reduce errors, and produce professional quotes faster. You’ll cover:
Estimate costings to improve accuracy and maintain healthy margins
Recipes/assemblies and catalog items to standardize your pricing and speed up takeoffs
Markup and tax settings so every quote reflects your rules automatically
Quote creation and production to generate client-ready proposals in less time
Wednesdays: Plans & Takeoffs
Take the manual work out of measuring. Learn how to use digital takeoffs in Buildxact to speed up estimating, improve accuracy, and keep every measurement tied back to the plan. You'll cover how to:
Upload and organize plans so your team is always working from the latest version
Set scale and measure with confidence to reduce rework and pricing mistakes
Create takeoffs directly from plans to build quantities faster and keep everything traceable
Thursdays: Job Tracking & Financial Control
Keep every job on track with clear visibility from budget to invoice. Learn how Buildxact helps you manage costs, stay ahead of changes, and keep the paperwork moving without losing control. You'll cover:
Job budgets to track cost-to-complete and protect your margin
Purchase and work orders to keep suppliers/dealers and trades aligned
Variations/change orders to price, approve, and document changes clearly
Invoices to stay on top of billing and improve cash flow
Fridays: Scheduling & the Buildxact Onsite App
Keep the site and the office in sync so nothing falls through the cracks. Learn how to plan work, capture updates in real time, and track labor so you always know where each job stands. You'll learn how to:
Schedule jobs and tasks to keep the week organized and crews aligned
Use the Onsite app to share progress from the field, fast
Capture notes, photos, and checklists so everyone has the right info at the right time
Track labor to understand productivity and stay on budget