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 most items in the main menu. It shows the options for that section. For example, clicking Jobs opens a secondary menu where you can filter jobs by status (All, Not Started, In Progress or Completed) and go to My Favourites, Orders, Change Orders, Invoices, Imported Bills and Imported Timesheets.
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.
Close the secondary menu: click the double arrows (<<) at the top right of the secondary menu, or click the main menu item you used to open it.
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
My business: set up your business details, logo, address and contact numbers, which appear on your quotes and across Buildxact. You can also manage your users, subscription, tax rates and more.
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.
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.
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
My Profile: view and edit your first name and surname, change your username and mobile number, and see your role. Under Preferences, turn on or off 2-Step Verification, Show Help Icon, Show Quick Start, Show Estimate Summary and Social Account Login. You can also reset or remove your password, and log out.
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!