Dashboard Overview

Navigation Menu

Integrating with other platforms

Setting up your account

Basics of Estimating

Overview of Jobs

Creating a Lead

Overview of Client Portal

How to share documents and information

Managing communication

How to load your own pricelists into Buildxact

How to subscribe to Supplier pricelists

How you use pricelists to quote faster and more accurately

How to manage your entire RFQ process using Buildxact

Where to start

Estimate Details

Loading plans and scaling

Intro to costings

Overview of takeoff types

Specifications

Printing a quote

Creating a job

Scheduling

Purchasing and receiving costs

Work Orders and internal costs

Variations

Contract Invoicing

Accounting overview

Deputy overview

Email Integration

Advanced Recipes

Managing PC/PS Items and Redistribution

Advanced Quote Letter Functionality

Estimate Templates