Setup your business in Buildxact - Setting up your business in Buildxact ensures your logo and business details and viewable by your customers. For more information see:

Upload and share price files/item catalogs - This involves extracting your POS pricelists, formatting them and importing them into your Buildxact account. For more information see:

Importing your clients/customers - This involves extracting a customer list to import into Buildxact to manage communication and job information from a central point. For more information see:

Note: Your client details are not shared with anyone and are protected under the Privacy Act 1988.
​

Setting up estimate templates and recipes/assemblies - This allows you get more from Buildxact if you are wanting to create estimate and recipe templates to use or share with clients/customers. For more information see: