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Article contents: FAQ
This article will give you an overview of each section in the left-hand navigation menu in Buildxact.
Scroll below the image to read numbered descriptions on each section.
The My Business section is where you will set-up your business details such as your ABN, Logo and business contact details 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 monthly calendar with any tasks and reminders you have scheduled against jobs, a list of recently accessed Estimates and Jobs, and an active pie chart showing your percentage of quotes won.
The Leads section (Pro/Teams Subscription) is where you will be able to record and manage all your leads as well as invite your clients to their own Client Portal.
The Estimate section is where you will be able to create and view your estimates. Here's where you will enter estimate details, upload plans and complete take-offs, enter estimate costings, send out RFQ’s (Pro/Teams Subscription), specifications and the quote letter.
The Jobs section (Pro/Teams Subscription) 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) 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 as well as communicate with them. This section is populated from your Leads and Estimates section or can be imported from an existing spreadsheet of 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, SMS, notifications, and conversations that you have had with you clients or contacts through the Buildxact app.
The Catalogues section is where you will be able to upload, access, manage and store Pricing catalogues and Recipe Catalogues either you created and sourced from your supplier or trade.
The Integrations section is where you can connect to key accounting software such as Xero; connect to Deputy for timesheet management; and connect up to four (4) existing email accounts (e.g., Outlook) so you can access and reply to your emails from within the Buildxact app. You can also connect with or invite Suppliers/Merchants to be able to easily access price catalogues enabling you to be able to quote for your customers quickly and accurately.
The My Profile section allows you to view your login details, reset your password and logout.
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.
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.