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Job Management
A wide ranging of articles from scheduling, purchase orders, actual costings, and outgoing invoices
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Request for Quote (RFQ) from Jobs
The Buildxact Dashboard
How do I set up tasks in the schedule?
What types of schedule dependencies do you have?
How can I change the start date of the job on my schedule?
How to create a Job Schedule in Buildxact
How do I mark the job schedule as completed?
How to use schedule templates
How do I export and/or print the job schedule from Buildxact?
What happens when ordering items with Buildxact?
How the attention box controls who you send your PO to
How do I use purchase and work orders?
How do I edit a locked Purchase Order for a cost plus job?
Part received orders and cost plus jobs
How does Buildxact handle Committed Costs?
Can I save my Order Instructions?
Modify your Terms & Conditions for Purchase Orders
How do I add Documents to Purchase Orders?
Can I specify pickup vs delivery for my orders?
Modify Purchase Orders Actual Category
Drawing down on a purchase order
Can I partially receipt a purchase order?
Creating a credit note with a Supplier/Dealer
How do I show or hide the dollar amount from a purchase?
How to view supplier/trade purchase orders and customer invoices
How do I delete purchase orders?
How to Extend the Due Date on Outgoing Invoices
Can I set default payment days for individual clients?
How to make changes to an existing invoice
Types of Invoicing
Modify your Terms & Conditions for Invoices
How do I amend an invoice?
Refundable Deposits
How to receive client invoices
How to change invoicing method on a job
Showing the purchased items on a Cost Plus invoice
Completion percent invoicing and Retention/Holdback
Can I save sets of job invoices?
Creating an invoice for a small job
How can I send a summary of invoices to my client?
How to issue contract invoices
Adding bank details to invoices
How do I adjust invoice percentages in a Contract Price job?