Buildxact Onsite is our mobile app that lets your team contribute to your jobs right from the job site. This article covers how to get the app, how to invite your crew, what different people can see, and the key features: leads, daily logs, the schedule, and timesheets.
đĄ Watch the video below to see this in action, or continue reading for step-by-step details.
What does Buildxact Onsite do?
Onsite keeps everyone connected to the same job in real time, right from their phone. From the app, your team can:
Submit timesheets
View and update leads
Update progress on schedule tasks and mark them complete
View documents and photos you've shared
View and post to daily logs (NA) / site diary (ANZ), including photos and notes
Everything syncs with the Buildxact web app, so updates made on site show up in the office, and the other way around.
How do I get the app?
Download Buildxact Onsite from the Apple App Store or Google Play Store, or search "Buildxact Onsite" in your app store. Log in using your Buildxact details.
How do I invite people to the app?
There are two ways to invite your crew. Both work the same way, so use whichever suits you.
Option 1: From the Buildxact web app
Open the job and go to the Job details tab.
Scroll down to Buildxact Onsite crew and click Invite.
Choose people from your Buildxact contacts. They'll get the invite by email.
Option 2: From the Onsite app
Open the job in the app and tap Invite crew.
Allow the app to access your phone contacts.
Choose people from your phone contacts. They'll get the invite by text message.
When crew members open the app, their invites show under View job invitations.
What can different people see?
Users on your Buildxact account see everything in Onsite: all jobs, images, documents, schedules, and tasks. They don't need to be invited to jobs. You can add as many users to your Buildxact account as you like, at no extra cost.
Invited crew (such as employees, contractors, or subcontractors who aren't users on your account) only see:
The jobs they've been invited to
The schedule tasks assigned to them
The documents and photos you've shared to Onsite
Only users on your Buildxact account can see client information.
Sharing documents and photos
You choose which documents and photos invited crew can see.
In the Buildxact web app, open the job and go to Documents.
Select the documents or photos you want to share.
Click Share to Onsite app.
Shared items show an Onsite tag, so you can see at a glance what you've shared. If an item also shows a Portal tag, it's been shared to your client portal too.
To stop sharing an item, select it and click Unshare.
Leads
The Leads section lets business owners and project managers do nearly everything they can in Buildxact leads, right from their phone. Open a lead to see client info, project details, notes, images, and documents.
Add notes on the go: tap Add note and use your phone's voice-to-text to talk instead of type.
Add photos: choose from your photo gallery or take a new photo on the spot.
It's a quick way to capture notes and photos while you walk a site, before anything slips your mind.
Daily logs (NA) / site diary (ANZ)
See every post for a job. Posts made in Buildxact show in the app, and posts made in the app sync back to Buildxact automatically.
Like and comment on posts
Create new posts
Attach up to 15 photos per post, from your camera roll or taken on the spot
Schedule tasks
To show schedule tasks in Onsite, turn on Sync task list with Buildxact Onsite in your schedule settings.
Crew see the tasks assigned to them. Users on your Buildxact account can see all tasks.
Crew can update task progress, e.g. halfway done or complete.
Crew can see which tasks depend on theirs, so they know how a delay affects the rest of the job.
Progress updates feed straight back into your Buildxact schedule.
Timesheets
From the home screen, tap Create timesheet to log hours. Crew can:
Enter their shift start and end times
Add breaks
Search for and link the correct job (they'll only see jobs they've been invited to)
Add a category or item (optional)
Add notes, e.g. "Completed framing"
Categories and items are optional because not everyone knows the job's cost structure. A supervisor might add them for accuracy, while other crew can just pick the job and add a note. You can edit the timesheet before you approve it.
To learn how to approve timesheets and manage labor costs:
FAQs
Who can use Buildxact Onsite? | Buildxact Onsite is available for all Buildxact customers on a Pro or Teams subscription. It can also be used by crew members invited to collaborate on jobs. |
Does it cost extra to invite crew? | No. You can invite anyone to your jobs in Onsite at no extra cost, and invited crew don't count towards the users on your Buildxact account. |
Do users on my Buildxact account need to be invited to jobs? | No. They can see all jobs and use every feature in the app as soon as they log in. Their View job invitations section will usually be empty. |
Can the app be used offline? | No. Buildxact Onsite needs an internet connection to log in and sync with the Buildxact web app. |
Why can't my crew see a document? | Invited crew only see documents you've shared to Onsite. Check the document has an Onsite tag in the web app. If not, select it and click Share to Onsite app. |
Why can't my crew see their schedule tasks? | Check that Sync task list with Buildxact Onsite is turned on in your schedule settings, and that the tasks are assigned to them. |
How often is the app updated? | We're always updating and improving Buildxact Onsite based on builder feedback. |
How can I report a bug or share feedback? | Use the chat on our website or in the Buildxact web app, or email [email protected]. From the app, tap your Profile, then the settings cog, then Contact us. |
Need help? Reach out to our support team â we're here to help!