Job Management

A wide ranging of articles from scheduling, purchase orders, actual costings, and outgoing invoices

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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

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