Audience: Supplier / Dealer
Watch time: 1 min
Contents: Explainer video
This short video will show you how you can send an invite to your customer (Builder/Trade person).
Note: When inviting a client be sure you are using their Buildxact registered email as the email within their client record. This is because when you invite them, we search for their account based on this email. The customer can find their registered email (if they don't know it) as below: