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Job Management
Job Management
A wide ranging of articles from scheduling, purchase orders, actual costings, and outgoing invoices
+4
55 articles in this collection
Written by
Dan C,
Matt Govett,
Dustin Elliott
and 4 others
Request for Quote (RFQ) from Jobs
Steps on how to create a request for quote from the Jobs section in Buildxact
K
Written by
Kalya Ryan
Updated over a week ago
General questions
Takeoffs (check measures) and Quote requests from the job section
How to check measurements and get quote requests issues once an estimate is accepted and locked off
Written by
Dan C
Updated over a week ago
WIP (Work In Progress) Reports
The Buildxact Job Management module includes a work in progress (WIP) report, which allows you to easily track your jobs in progress
Written by
Matt Govett
Updated over a week ago
How to check my jobs progress
The job progress bars is a way to check your job progress at a glance.
Written by
Matt Govett
Updated over a week ago
Can I run a cost plus (charge up) job?
How to set up a cost plus job in Buildxact
Written by
Matt Govett
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
Matt Govett
Updated over a week ago
How is gross profit calculated?
Written by
Matt Govett
Updated over a week ago
Scheduling
The Buildxact Dashboard
Keep track easily with your global dashboard
Written by
Ryan Noonan
Updated over a week ago
Setting up tasks in the Schedule
There are various ways to set up tasks in the job schedule and set up schedule templates
Written by
Matt Govett
Updated over a week ago
What types of schedule dependencies do you have?
Written by
Matt Govett
Updated over a week ago
How can I change the start date of the job on my schedule?
Push out or bring forward the start date of your job schedule
Written by
Matt Govett
Updated over a week ago
How to create a Job Schedule in Buildxact
How can I create a job schedule to indicate timing of the job and its stages and completion?
Written by
Matt Govett
Updated over a week ago
Printing your schedule via Excel
The easiest way to print your schedule
Written by
Matt Govett
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
Matt Govett
Updated over a week ago
How to use schedule templates
You can create you own schedule templates to use on multiple jobs
Written by
Matt Govett
Updated over a week ago
How can I export the schedule
You can choose to export the schedule in a Gantt view
Written by
Matt Govett
Updated over a week ago
Purchase orders
What happens when ordering items with Buildxact
This article outlines what Buildxact does when creating Purchase Orders from cost items with different quantities.
Written by
Elliot Connell
Updated over a week ago
How to use purchase and work orders
How to use purchase orders and work orders, and what is the difference
Written by
Matt Govett
Updated over a week ago
How do I edit a locked Purchase Order for a cost plus job?
This guide will walk you through how to unlock a Purchase Order to make changes
Written by
Kate Cromie
Updated over a week ago
Part received orders and cost plus jobs
Why don't part received orders invoice to the customer
Written by
Dan C
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
Dan C
Updated over a week ago
Can I save my Order Instructions?
This article will help you setup a preset or template for Order Instructions
Written by
Matt Govett
Updated over a week ago
Modify your Terms & Conditions for Purchase Orders
This article will help you set your own terms and conditions for your purchase orders
Written by
Matt Govett
Updated over a week ago
Adding Documents to Purchase Orders
Written by
Matt Govett
Updated over a week ago
Can I specify pickup vs delivery for my orders?
Written by
Matt Govett
Updated over a week ago
Modify Purchase Orders Actual Category
This guide will show how to reallocate an expense for a Purchase Order to the correct category
Written by
Matt Govett
Updated over a week ago
Drawing down on a purchase order
How to send a purchase order for a different amount to the budget and then draw down on it
Written by
Dan C
Updated over a week ago
Can I partially receipt a purchase order?
Info on the received vs part-received status.
Written by
Matt Govett
Updated over a week ago
Creating a Credit Note with a Supplier
This will guide you on how to create a Credit Note for a Purchase Order
Written by
Matt Govett
Updated over a week ago
How do I choose to show or hide the dollar amount from a purchase?
Written by
Matt Govett
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
Matt Govett
Updated over a week ago
Deleting purchase orders
By following a few steps you can delete a purchase order
Written by
Matt Govett
Updated over a week ago
Costings
Editing estimate values in the job section
Information why you can't edit the estimate values in the job section.
Written by
Dan C
Updated over a week ago
Job costings report
This report will help you to track your actuals against your estimated budget
Written by
Matt Govett
Updated over a week ago
Variations/Change Orders
How to use digital acceptance when issuing variations
You can elect to use digital acceptance when issuing variations/change orders via the client portal or email.
Written by
Matt Govett
Updated over a week ago
Variations/ change orders on cost plus jobs
Two types of variations can be done on Cost Plus Jobs.
Written by
Matt Govett
Updated over a week ago
Why can't I create variations?
How the estimate to job process affects when you can create variations
Written by
Matt Govett
Updated over a week ago
Variations/Change orders on contract jobs
All about changes to contract on contract jobs
Written by
Matt Govett
Updated over a week ago
Crediting a customer
If you need to credit something back to a customer here is how
Written by
Dan C
Updated over a week ago
Invoices
How to Extend the Due Date on Outgoing Invoices
The purpose of this article is step you through the process of updating the default outgoing invoice due date.
Written by
Elliot Connell
Updated over a week ago
How to make changes to an existing invoice
Written by
Matt Govett
Updated over a week ago
Types of Invoicing
Here is a quick guide to the different types of Invoicing Methods Buildxact Supports
Written by
Dustin Elliott
Updated over a week ago
Modify your Terms & Conditions for Invoices
This article will help you set your own terms and conditions for your Invoices
Written by
Matt Govett
Updated over a week ago
Ammending invoices
How to make changes to invoices that are sent or received
Written by
Dan C
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
Matt Govett
Updated over a week ago
How to receive client invoices
Written by
Matt Govett
Updated over a week ago
How to change invoicing method on a job
You've created a job for the wrong invoicing method/type, how do you create a new job with the correct invoicing method/type?
Written by
Matt Govett
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
Matt Govett
Updated over a week ago
Completion percent invoicing and Retention/Holdback
All about the completion percent job type and retention/holdback
Written by
Matt Govett
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
Matt Govett
Updated over a week ago
Creating an invoice for a small job
There are two methods for setting up small jobs with no estimate
Written by
Matt Govett
Updated over a week ago
How can I send a summary of the invoices to my client?
Written by
Matt Govett
Updated over a week ago
How to issue contract invoices
How to use the invoicing section on a standard job
Written by
Matt Govett
Updated over a week ago
Adding bank details to invoices
Written by
Matt Govett
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
Matt Govett
Updated over a week ago