Audience - Builder

Read Time - 2 min read

Article contents - Master List

A master list of all articles relating to presets within Buildxact.

Can I Save Sets of Job Invoices

This article will help you setup a preset or template of Invoices.

Can I Save my Order Instructions

This article will help you setup a preset or template for Order Instructions.

Can I Save a Template for Emails

This article will help you setup a preset or template of an email message.

Adding Specifications to Estimates

There are 3 ways to get specifications into estimates, enter manually, nominating items from the estimate, and setting up a pre-set.

Tracking Insurance Expiry of Contractors/Suppliers

You can add insurance details with expiry dates to your contacts cards. This creates an alert to remind you to follow up.

What Changes Can I Make to Each Section of My Customisable Layout Quote?

Editing each section of your customisable quote letter.

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