Q: How can I access messages from my clients in Buildxact?
A: To access messages from your clients, follow these steps:
Navigate to the Communications section in Buildxact.
Select Conversations to view your conversations across all client portals with your customers.
Look for any new messages marked as "Unread" at the top of the list.
Click on the conversation to view the message you have received.
Alternatively, you can access messages through the Leads section:
Navigate to Leads in Buildxact.
Select the lead you want to communicate with and click Communications.
This will show you a list of messages between your company and that lead.
Look for any new messages and click on the conversation to view the message you have received.
Q: How do I share the daily log/site diary and schedule in the client portal, and do they update live?
A: You can share the Job Schedule to the Client Portal by using the Publish button in the job schedule, note it will only show if the estimate/job is linked to a lead. Alternatively, you can email the PDF directly to the client, providing them with a clear view of the project timeline.
The daily log/site diary posts can be shared directly to the client portal from the daily log/site diary page, which will appear in the timeline section of their portal.