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