Job Management

What types of schedule dependencies do you have?

Written by Luke Bongiorno
Updated over a week ago

Estimate and Job statuses

Buildxact has statuses for Estimates and Jobs which allow you to sort, and track your project stages.

Written by Daniel Conlon
Updated over a week ago

Adding new schedule items and reordering

Written by Luke Bongiorno
Updated over a week ago

Mark the job schedule as completed

You can mark the whole job schedule as completed, this will also change the status of the job to "Complete"

Written by Luke Bongiorno
Updated over a week ago

How to use schedule templates

Written by Luke Bongiorno
Updated over a week ago

How can I export the schedule

Written by Luke Bongiorno
Updated over a week ago

How can I change the start date of the job on my schedule?

Written by Luke Bongiorno
Updated over a week ago

How can I create a job schedule to indicate timing of the job and its stages and completion?

Written by Luke Bongiorno
Updated over a week ago

Committed Costs

Sending a purchase order will result in a committed cost, this article explains how these are handled.

Written by Daniel Conlon
Updated over a week ago

Can I specificy pickup vs delivery for my orders?

Written by Luke Bongiorno
Updated over a week ago

How do I choose to show or hide the dollar amount from a purchase?

Written by Luke Bongiorno
Updated over a week ago

How to view supplier/trade purchase orders, and customer invoices

There are three areas to view Purchase orders in Buildxact, and two areas to view Customer invoices

Written by Luke Bongiorno
Updated over a week ago

Can I partially receipt an order?

Written by Luke Bongiorno
Updated over a week ago

How to use purchase orders

Written by Luke Bongiorno
Updated this week

Creating variations from the costing screen

Written by Luke Bongiorno
Updated over a week ago

Variations in cost plus jobs

Currently it isn't possible to do variations on Cost plus jobs, but there is a work around

Written by Luke Bongiorno
Updated over a week ago

Invoicing variations

You can invoice any variations as part of an invoice, or invoice variations separately

Written by Luke Bongiorno
Updated over a week ago

Variations

You are able to create variations on Contract Price and Completion Percentage jobs that are in "Accepted" status.

Written by Luke Bongiorno
Updated over a week ago

How to create variations

Written by Luke Bongiorno
Updated over a week ago

Ammending invoices

How to make changes to invoices that are sent or received

Written by Daniel Conlon
Updated over a week ago

Refundable Deposits

If you need to take a deposit from the customer upon commencing the job, which can be refunded against invoices taken on subsequent work.

Written by Luke Bongiorno
Updated over a week ago

How to receive client invoices

Written by Luke Bongiorno
Updated over a week ago

How to change a contract job to a cost plus job or vice versa

Written by Luke Bongiorno
Updated over a week ago

Showing the purchased items on a Cost Plus invoice

In a cost plus job you may need to show your client the breakdown of material/labour in the invioce.

Written by Luke Bongiorno
Updated over a week ago

Commercial/completion percent based invoicing

Written by Luke Bongiorno
Updated over a week ago

Can I save sets of job invoices?

This article will help you setup a preset or template of Invoices

Written by Luke Bongiorno
Updated over a week ago

Creating an invoice for a small job

There are two methods for setting up small jobs with only one invoice.

Written by Luke Bongiorno
Updated over a week ago

How can I send a summary of the invoices to my client?

Written by Luke Bongiorno
Updated over a week ago

Does Buildxact handle retention/holdback?

Info on how Buildxact handles retention or holdback

Written by Luke Bongiorno
Updated over a week ago

How to issue contract invoices

How to use the invoicing section on a standard job

Written by Luke Bongiorno
Updated over a week ago

Adding bank details to invoices

Written by Luke Bongiorno
Updated over a week ago

Adjusting invoice percentages in a Contract Price job

A quick guide on how to amend the percentage breakdown of the default invoice list

Written by Ben Jackson
Updated over a week ago

Pay rates from Deputy to Buildxact

Written by Luke Bongiorno
Updated over a week ago

Can Deputy feed Award rates into Buildxact?

Written by Luke Bongiorno
Updated over a week ago

The job dials

The job dial is a way to check your job progress at a glance. The dial in the job list corresponds with the progress bar in the job.

Written by Luke Bongiorno
Updated over a week ago

WIP Reports

The Buildxact Job Management module includes a work in progress (WIP) report, which allows you to easily track your all jobs progress

Written by Luke Bongiorno
Updated over a week ago

Can I run a cost plus (charge up) job?

Written by Luke Bongiorno
Updated over a week ago

The estimate to job process

Key things you need to know about taking an estimate through to a job in Buildxact

Written by Luke Bongiorno
Updated over a week ago

How is gross profit calculated?

Written by Luke Bongiorno
Updated over a week ago

Contacts Section

Written by Luke Bongiorno
Updated over a week ago

Tracking insurance expiry of contractors/suppliers

You can add insurance details with expiry dates to your contacts cards. This creates an alert to remind you to follow up

Written by Luke Bongiorno
Updated over a week ago

How to load contacts (contractors/suppliers) from excel

How to load your suppliers and contractors in bulk

Written by Luke Bongiorno
Updated over a week ago

Editing estimate values in the job section

Information about a recent change we've made to help avoid people making mistakes in the job costing section

Written by Daniel Conlon
Updated over a week ago

Job costings report

This report will help you to track your actuals against your estimated budget

Written by Luke Bongiorno
Updated over a week ago