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 Dan C
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

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

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

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

Deleting purchase orders

By following a few steps you can delete a purchase order

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

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 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

Can I save my Order Instructions?

This article will help you setup a preset or template for Order Instructions

Written by Sarah Abernethy
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

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 a purchase order?

Info on the received vs part-received status.

Written by Luke Bongiorno
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 Luke Bongiorno
Updated over a week ago

Invoicing variations on a contract price jobs

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

Written by Luke Bongiorno
Updated over a week ago

Variations 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 Luke Bongiorno
Updated over a week ago

Variations on contract jobs

All about changes to contract on contract jobs

Written by Luke Bongiorno
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

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 Luke Bongiorno
Updated over a week ago

How to receive client invoices

Written by Luke Bongiorno
Updated over a week ago

How to change invoicing type on a job

You've created a job for the wrong invoicing type, how do I create a new job with the correct invoicing type?

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

Completion percent invoicing and Retention/Holdback

All about the completion percent job type and retention/holdback

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 no estimate

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

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

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Written by Ben Jackson
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 all jobs progress

Written by Matt Govett
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

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

Creating a job from an estimate

When converting a job to an estimate there are several different jobs you can run, and some information to keep in mind

Written by Matt Govett
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 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 Luke Bongiorno
Updated over a week ago