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The Buildxact Dashboard

Learn about your global dashboard and how it helps you keep your business on track

Kalya Ryan avatar
Written by Kalya Ryan
Updated over a month ago

Audience: Builder/Trade

Read time: 5 min

Article contents: Overview of the Buildxact Dashboard

When you log in to Buildxact you will always land on your global Dashboard. Your dashboard shows the following:

Quick start guides

If you're new to Buildxact, you will see a series of quick start guides, designed to help you get started with some of the most popular features. Work through these guides to optimize your experience. You can hide these guides at any time by clicking on Hide these guides, in the top right-hand corner of the screen.

Estimate snapshot

A quick overview of your recent estimates. Quickly see the status of your recent estimates, including the amount allocated, the contact name and a useful insight into the percentage of estimates won and the average value of your winning estimates.

Recent Items

Recent items is a list view of estimates and jobs you've recently worked on. Click the link to be taken into any of your recent items straight from the dashboard.

Job Schedule

The dashboard schedule shows all of your Jobs and provides you with a quick view of your global tasks.

The following functionality exists in your dashboard schedule:

  1. Filter the schedule by toggling between Job and Assignee to show your tasks listed by their Job or by their resource/assignee. You can use this feature to quickly see what jobs you have running or how busy your resources are in a given time period.

  2. Filter your schedule to view by multiple assignees.

  3. The Today button returns you to the current date.

  4. Select a date range to view your scheduled tasks.

  5. Download or email your schedule by clicking on Share and choose a PDF or image file format.

Edit category

The categories displayed on your dashboard are pulled from your active jobs. Click on any category to open up an edit form. If the category has no tasks within (shown by the small drop-down arrow to the left of the category name), click on the category row within the schedule.

  1. The edit form shows the dates and duration of the task. These can only be changed from within the job itself.

  2. Assign a contact.

  3. Mark percentage complete.

  4. Set a reminder and include a reminder message.

  5. Save your changes.

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