Audience - Suppliers, Dealers
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.
Getting started checklist
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: