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How to view data/information shared by your builder
How to view data/information shared by your builder

When builders connect with suppliers in Buildxact they automatically share data/information on their pipeline of work.

Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Audience - Suppliers, Dealers

Read / Watch time - 7 mins reading

Article contents - This short article shows you how you can view the information/data your builder has shared with you.

Builders connected to you in Buildxact share project data with you. In the client section of your Buildxact account you will be able to see your connected builders. Inside each client record you will be able to see overviews of the builder's job values and any estimates that have been shared with their customers.

The benefits of connecting with your builders and having access to their data allows you to:

  • Use builder data to inform your sales strategy: sales pipeline, stock forecasting & customer pricing tiers.

  • Gain insight into builder growth to determine sales opportunities and customer pricing.

  • Proactively support your clients with sales pipeline management and stock predictions.

How to view your builder's project data

  1. In the left-hand navigation menu click on Clients.

  2. In the client’s area click on the builder/customer details you wish to view.

  3. Under the client details tab, scroll to the bottom of the page to view Builder Statistics. This will show you how many jobs the builder has completed and currently have in progress with overall value.
    ​
    ​Note: As this feature was released end of March 2022 you will only see data from the 31/03/22.

  4. To view what estimates the builder has shared with their customers, click on the Estimates tab.
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    ​Note: You will be notified by email when your builder has shared a quote with their customer. You will be able to view any estimates the builder has shared with their customers, whether accepted or not. You will also be able to see any estimates you have sent directly to the builder. This is indicated by the type of access you have, if you have Full access, that is an estimate you have shared with the builder. If you have Can't edit access this is an estimate shared by your builder to their customer.

View individual estimates

  1. To view a builder's estimate, click on the estimate name to open.

  2. The Estimate Details screen will show you an overview of the estimate including the suburb in which the work will take place.

  3. Click on the Takeoffs tab to view any take-offs with measurements your builder has completed.

  4. Click on the Estimate costings tab to view the estimate categories.

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