Get the most out of your Buildxact subscription by inputting your business details, loading your logo and adding any additional users. Going through these simple steps ensures that your account is branded to your business and optimized to save you time.
The links included at the end of the article will take you to next steps, such setting up one-on-one training, creating an estimate, how to load and scale plans, and how to use the takeoff tool.
Load your business details
The following steps take you through how to load your business details into Buildxact:
Navigate to My Business in the left-hand menu.
Click on Business Account.
Select Business Details.
Fill out the relevant fields and click Save. Please note the only field that can't be changed is the Registered Email.
Upload your business logo
5. In the Logos section you will see two format options - large and small.
6. Click on the blue upload button. Select your logo from the pop up of your library of images and upload. Please note that it must be an image file. When you've uploaded your logo the upload button changes to an edit pencil so that you can make any required adjustments.
Fill out your contact details and include images in the gallery
7. Populate your contact details by clicking on the blue edit pencil.
8. The Gallery section is designed to host portfolio images that can be displayed in the Client Portal.
9. You can upload a total of six images showcasing your work. These are only visible in the Client Portal.
Other settings and brand colors
10. Other settings include things like your time zone, tax code and the system of measurement you use (i.e., metric or imperial, or both).
11. Brand colors, visible in the client portal, are automatically chosen from the colors of your business logo.
Manage users on your account
Your subscription to Buildxact comes with a certain number of users who have access to the software. One for Entry plans, two for Pro plans and four for Teams plans.
Add a user
If you're on a Pro or Teams plan you can add users to your Buildxact account. To do this, follow these steps:
Navigate to My Business.
Click on Business Account.
Select Users.
You will be able to see the number of users available to you on your plan.
To add a user, click on the green '+' button.
The following screen will appear. Fill it out with the appropriate details and click Ok.
Manage your subscription
In this section you can upgrade your plan, pay to add users to your account, manage your payments and change any of your billing details.
Business set up
This section allows you to configure the fundamental building blocks of your account.
Upload any useful business documents that you use regularly, for example, Terms & Conditions.
Create any building types or project types that you typically work on. The image below shows the existing templates within Buildxact. To add your own, click on the green '+' button.
Set up one-on-one training with customer support
Other useful links