Buildxact

Article contents: FAQ/ How to/ Videos

When you first create a new Buildxact account there are a few things to do to:

- Ensure it is branded to your business
- Save time in loading data
- Preset options for down the track

Depending on where you're based we have the video for you:

All excluding North America (Metric units)

See this video for a quick run through of getting a new Buildxact account setup:

<a href="https://help.buildxact.com/en/articles/3038604-how-do-i-add-my-own-price-list-from-excel">Importing a pricelist</a>

<a href="https://help.buildxact.com/en/articles/3038655-how-to-load-contacts-contractors-suppliers-from-excel">Importing contacts</a>

<a href="https://help.buildxact.com/en/articles/3038666-how-to-load-customers-from-excel">Importing clients</a>

<a href="https://help.buildxact.com/en/articles/3038597-uploading-estimates-with-excel">Importing estimates</a>

<a href="https://help.buildxact.com/en/articles/3038687-user-access-controls">User access controls</a>

- <a href="https://help.buildxact.com/en/articles/3038604-how-do-i-add-my-own-price-list-from-excel">Importing a pricelist</a>
- <a href="https://help.buildxact.com/en/articles/3038655-how-to-load-contacts-contractors-suppliers-from-excel">Importing contacts</a>
- <a href="https://help.buildxact.com/en/articles/3038666-how-to-load-customers-from-excel">Importing clients</a>
- <a href="https://help.buildxact.com/en/articles/3038597-uploading-estimates-with-excel">Importing estimates</a>
- <a href="https://help.buildxact.com/en/articles/3038687-user-access-controls">User access controls</a>

See this video for a quick run through of getting a new Buildxact account setup:

<a href="https://help.buildxact.com/en/articles/3038687-user-access-controls">User access controls</a>

- <a href="https://help.buildxact.com/en/articles/3038604-how-do-i-add-my-own-price-list-from-excel">Importing a pricelist</a>
- <a href="https://help.buildxact.com/en/articles/3038655-how-to-load-contacts-contractors-suppliers-from-excel">Importing contacts</a>
- <a href="https://help.buildxact.com/en/articles/3038666-how-to-load-customers-from-excel">Importing clients</a>
- <a href="https://help.buildxact.com/en/articles/3038597-uploading-estimates-with-excel">Importing estimates</a>
- <a href="https://help.buildxact.com/en/articles/3038687-user-access-controls">User access controls</a>

Getting a new Buildxact account up and ready to use. Includes business details, logos, loading data.

All excluding North America (Metric units)

North America (Imperial units)