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OnDemand Webinars for Australia and New Zealand
OnDemand Webinars for Australia and New Zealand

Check out our list of webinars designed to help you get started and learn Buildxact end to end.

Dustin Elliott avatar
Written by Dustin Elliott
Updated over a week ago

Getting Started with Buildxact

Set yourself up for success with Buildxact by watching our Getting Started webinar. This webinar is specifically designed to get you up and running quickly and with confidence.

Learn how to:

  • Set up your account

  • Create your first lead, estimate and job in Buildxact

  • Load plans and create your first takeoff

  • Explore other useful webinars on offer

Estimating Basics

Join our Estimating Basics webinar to establish a firm foundation for successful estimating using Buildxact.

Learn how to:

  • Create estimates

  • Upload and scale plans

  • Conduct takeoffs

  • Add in markup

  • Build and manage specifications

  • Generate customized quotes

Leads & Client Portal

This webinar outlines all you need to know about organizing your leads and simplifying and streamlining communication with your customers, using the client portal.

Learn how to:

  • Create and manage your leads

  • Use the client portal

Managing your Jobs

This webinar will show you how to get organized, stay on track and maximize your profit using the powerful Jobs tool in Buildxact.

Learn how to:

  • Manage job and invoicing types

  • Work with scheduling

  • Manage purchase orders and received goods

  • Track job profitability and manage variations/change orders

  • Invoice clients

Loading & Requesting Catalogs/Pricelists

In this webinar we take you through the ways you can increase the accuracy of your quotes and estimates using item catalogs and Requests for Quotes (RFQs).

Learn how to:

  • Upload and manage item catalogs

  • Use item catalogs in an estimate

  • Build and send RFQs in Buildxact

Integrating with Other Platforms

Did you know you can sync your accounting software with Buildxact? We'll show you how to reduce admin time and boost your overall efficiency by integrating your supporting admin platforms with Buildxact.

Learn how to:

  • Connect to Xero, MYOB or QuickBooks

  • Connect to Deputy

  • Connect to different email accounts, including Outlook, Google and more

Advanced Estimating with Buildxact

Learn how to:

  • Build recipes

  • Handle markup and redistribution

  • Use the Advanced Quote Letter functionality

  • Set up templates to save time and help you quote more accurately

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