The My Business section is where you will set-up your business details such as your ABN, logo and business address and contact numbers that will populate on your Quote Letters and other areas throughout Buildxact. You can also manage your users, subscription, tax rates and more.

The Dashboard section is your homepage when logging into Buildxact. You will see a collection of Quick start guides, designed to walk you through the most popular Buildxact features, a monthly calendar with reminders, a list of recently accessed Estimates and Jobs, and your current job schedule. Click on Reports at the top of the dashboard to see the Advanced Cost Tracking dashboard. The ACT dashboard gives you oversight on the performance of specific jobs and on the overall performance of your business.
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For more detailed information on the dashboard see the following guide:

The Leads section (Pro/Teams Subscription only) is where you can record and manage all your leads as well as invite your clients to their own Client Portal.

The Estimate section is where you can create and view your estimates. Here's where you will enter estimate details, upload plans and complete take-offs, enter estimate costings, produce quote letters, send out request for quotes (RFQs; Pro/Teams Subscription only), and include specifications.

The Jobs section (Pro/Teams Subscription only) is where you can manage your jobs from start to finish. This is where you will enter your job details, populate and manage your schedule, create purchase and work orders, have oversight of actual costings, and manage your variations and invoicing.

The Request for Quotes section (Pro/Teams Subscription only) is where you can view and manage all the RFQs you have submitted across all estimates and jobs.

The Clients section is where you can view and manage all your customers' details. This section is populated from your Leads and Estimates section or can be imported from an existing spreadsheet from your clients.

The Contacts section is where you can view and manage the contact details of your suppliers, trades, or any companies you work with and also where you can communicate with them. You can keep track of certificates, insurances, licenses of those contacts as well as communications, price catalogues, notes, and reminders.

The Communications section will show all email, notifications, and conversations that you have had with you clients or contacts through Buildxact.

The Catalogs section is where you can upload, access, manage and store pricing catalogs and recipe/assembly catalogs that have either been created by you or sourced from your supplier/dealer or trade.

The Integrations section is where you can connect to key accounting software and Deputy timesheet management software. You can also connect with or invite suppliers/dealers to be able to easily access price catalogues.

The My Profile section allows you to view your login details, reset your password, enable 2-step verification, show the help icon on your screen, enable social login (Microsoft and Google), and logout.
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The Need Help? section is where you can ask anything about Buildxact, source our Frequently Asked Questions (FAQs), gain access to helpful videos explaining how to use different features in Buildxact, or get in touch with one of our Customer Support Team members.
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The To-do List section lets you create a to-do list to keep onsite personnel and subcontractors informed of job progress and priorities.

The Explore section is where you can read about what's new at Buildxact, see what's in the pipeline from our product team, and suggest a new feature.