Buildxact

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

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.

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:

Preparing a Price Catalog for loading into Buildxact

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:

Getting started with estimating in Buildxact for Suppliers &amp; Dealers

Creating recipes/assembly catalogs in Buildxact

1. 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:
 
 How to set up your business in Buildxact
 
2. 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:
 
 Preparing a Price Catalog for loading into Buildxact
 
3. 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: 
 
 How to add your clients into Buildxact
 
 Note: Your client details are not shared with anyone and are protected under the Privacy Act 1988. ​
4. 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:
 
 Getting started with estimating in Buildxact for Suppliers &amp; Dealers
 
 Creating recipes/assembly catalogs in Buildxact

A short introductory video to getting started in Buildxact for Suppliers & Dealers

Getting started checklist