My Business and My Profile have moved
We've combined My Business and My Profile into one section called Account Settings, in the lower left-hand section of the menu. Your business details, subscription, users, business setup (such as tax rates and the sources that feed the drop-down menus in Buildxact), password management and log out 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
This article explains how to get around Buildxact. You'll learn how the main menu and secondary menu work, how to make more room on your screen, and what you'll find in each section.
How navigation works
Buildxact has two menus on the left of your screen:
Main menu: the list of sections, such as Dashboard, Estimates and Jobs.
Secondary menu: opens when you click some items in the main menu, and shows the options for that section. For example, clicking Jobs opens a secondary menu where you can go to Orders, Change Orders, Invoices, Imported Bills and Imported Timesheets. The secondary menu no longer pops out on Leads, Request for Quote, Clients, Contacts, Catalogue and Jobs. On those screens, use the Filter button at the top left of the list instead (see Filter and list options below).
Make more room on your screen
Minimize the main menu: click the three-line icon at the top left, next to the Buildxact logo. This shrinks the main menu to give you more screen space. Click it again to expand the menu.
Filter and list options
On the Leads, Request for Quote, Clients, Contacts, Catalogue and Jobs screens:
Filter: click the Filter button at the top left of the screen to narrow down what you see, for example by status. On Jobs, this is where you filter by status (All, Not Started, In Progress or Completed).
Deleted items: click Filter > Deleted, then restore the items you need from there.
Show or hide columns: click the three dots icon at the top right to choose which columns to show or hide. You can also sort the list by column.
Favourites
To save a record you use often, click the star at the right-hand end of its row. The star fills in when the record is a favourite.
To see your favourites, click Filter and select Favourites. This replaces the My Favourites option that used to sit in the secondary menu.
Orange badges
An orange number next to a menu item tells you something in that area needs your action. For example, the number next to Integrations shows how many integration items are waiting to sync.
What's in the main menu
Dashboard: your home screen when you log in. Quicklinks sit at the top, giving you shortcuts to common actions like creating a lead or purchase order. Below them you'll see quick start guides, an estimate snapshot, your recent estimates and jobs, and your job schedule.
Leads: record and manage your leads, and invite clients to their own Client Portal.
Estimates: create and view estimates. Enter estimate details, upload plans and complete takeoffs, enter costings, produce quote letters, send requests for quotes and add specifications. Estimate templates are managed with the Manage templates button, next to the Filter button on the Estimates list.
Jobs: manage your jobs from start to finish, including job details, schedules, purchase and work orders, actual costs, change orders and invoicing.
Request for quotes: view and manage all the requests for quotes (RFQs) you've sent across your estimates and jobs.
Clients: view and manage your clients' details. Clients are added from your leads and estimates, or imported from a spreadsheet.
Contacts: manage your suppliers, trades and other companies you work with. Keep track of their certificates, insurances and licenses, as well as communications, price catalogues, notes and reminders.
Communications: see all the emails, notifications and conversations you've had with your clients and contacts through Buildxact.
Catalogues: upload, manage and store your price catalogues and recipe/assembly catalogues, whether you created them or they came from a supplier, dealer or trade.
Integrations: connect your accounting software and timesheet software, and connect with or invite suppliers and dealers so you can access their price catalogues. Options are shown as tabs across the top of the page, not in a sidebar menu.
Preview features: try out features we're still refining before they're released. Toggle each feature on or off in your account.
Learn more in The Buildxact Dashboard, Quicklinks and What is the Preview Features section of Buildxact?.
At the bottom of the main menu
Account Settings: manage your business details, logo, address and contact numbers, which appear on your quotes and across Buildxact. You can also manage your subscription, users, business setup such as tax rates, your profile, and password management. Log out is here too.
Need Help?: ask us anything about Buildxact, find FAQs and how-to videos, or get in touch with our support team.
Reminders: create and check off reminders, and see your job schedule tasks. Reminders open over the page you're on, so you don't lose your place.
Community: join the Buildxact community group on Facebook to connect with other Buildxact users.
Learn more in How do I use Buildxact reminders? and Ways to get help.
Need help? Reach out to our support team — we're here to help!