Audience - Suppliers, Dealers

Read / Watch time - 5 mins reading, 2 mins watching

Article contents - This short video will give you an overview on how to best get started in Buildxact. There is also a getting started checklist below you can work through at your own pace.

Getting started checklist

  1. Setup you business in Buildxact - Setting up you business in Buildxact ensure your logo and business details and viewable by your customers.

    Click the button below to take you to the introductory article.

  2. Upload and share price catalogues - This step involves extracting you POS pricelists, formatting them and importing them into your Buildxact account.

    Click the button below to take you to the introductory article.

  3. Importing your customers - This step involves extracting a customer list to import in Buildxact to easy to centrally manage communication and job information. Note: Your customer details are not shared with anyone and are protected under the Privacy Act 1988.

    Click the button below to take you to the introductory article.

  4. Setting up estimate templates and recipes - This step allows you get more from Buildxact if you are wanting the create estimate and recipe templates to use or share with customers.

    Click the button below to take you to the introductory articles.

  5. Attend our weekly webinars - We highly recommend attending or watching on demand our two Supplier / Dealer webinars.

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