Job Management
A wide ranging of articles from scheduling, purchase orders, actual costings, and outgoing invoices
By Kalya and 5 others6 authors66 articles
- 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 Selections feature in Buildxact?
- How do I manage Variations for Cost Plus projects in Buildxact?
- Estimate & Job Favorites
- What is a Work in Progress (WIP) report in Buildxact?
- All about cost plus jobs
- How do I turn my estimate into a job in Buildxact?
- How is gross profit calculated?
- How do I create a job in Buildxact?
- The Advanced Cost Tracking dashboard explained
- How do I format spreadsheets for importing data into Buildxact?
- The Buildxact Dashboard
- What types of schedule dependencies do you have?
- How do I set non-working days in the Job Schedule?
- 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 use the Estimate and Job Schedules in Buildxact?
- Share and publish schedules
- 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?
- 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 do I use purchase orders on my Foundation subscription plan?
- Understanding and Avoiding Cost Discrepancies in Purchase Orders
- Receipt Scanning (OCR) for Purchase Orders
- Can I edit estimate values in the job section?
- Job costings report
- Accessing dealer/supplier catalogs from Estimate Costings
- How do I create multiple work orders against a single costing item?
- Can I add item notes to my estimate costings?
- How to troubleshoot cost calculation and visibility issues in Buildxact?
- Can I set default payment days for individual clients?
- How to Extend the Due Date on Outgoing Invoices
- How do I make changes to an existing invoice for contract and completion percent jobs?
- 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
- 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?
- Can I allow for retention in my contract-price and completion percent invoices?
- How to invoice part received orders in cost plus jobs