Job Management
A wide ranging of articles from scheduling, purchase orders, actual costings, and outgoing invoices
Request for Quote (RFQ) from Jobs
Job Management FAQs
How do I use the To-do list feature in Buildxact?
How do I create a new building type for leads, estimates and jobs?
How do I use the new Selections feature in Buildxact?
The Buildxact Dashboard
What types of schedule dependencies do you have?
How do I set non-working days in the Job Schedule?
How do I use the Job Schedule tool in Buildxact?
Can I send bulk emails to contacts assigned to tasks in the schedule?
Can I share the task list from my job schedule to Buildxact Onsite?
How do I control who I send my purchase order (PO) to in Buildxact?
What happens when ordering items with Buildxact?
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 Estimated, Committed and Actual Costs?
Can I save my Order Instructions?
Can I modify my terms & conditions (T&C) for purchase orders?
How do I add documents/attachments 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 create 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 do I 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?
How do I show order instructions on a Cost-Plus invoice?
Can I allow for retention in my contract-price and completion percent invoices?