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Job Management
Job Management
A wide ranging of articles from scheduling, purchase orders, actual costings, and outgoing invoices
Request for Quote (RFQ) from Jobs
General questions
Takeoffs (check measures) and quote requests from the job section
Work in Progress (WIP) Reports
How to check my jobs' progress
Can I run a cost plus (charge up) job?
The estimate to job process
How is gross profit calculated?
Scheduling
The Buildxact Dashboard
How do I set up tasks in the schedule?
What types of schedule dependencies do you have?
How can I change the start date of the job on my schedule?
How to create a Job Schedule in Buildxact
Printing your schedule via Excel
How to mark the job schedule as completed
How to use schedule templates
How can I export the schedule?
Purchase orders
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 Committed Costs?
Can I save my Order Instructions?
Modify your Terms & Conditions for Purchase Orders
How do I add Documents 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 partially receipt a purchase order?
Creating 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?
Costings
Can I edit estimate values in the job section?
Job costings report
Variations/Change Orders
How to use digital acceptance when issuing variations
How do I do variations/change orders on cost-plus jobs?
Why can't I create variations?
Variations/Change orders on contract jobs
Crediting a customer
Invoices
How to Extend the Due Date on Outgoing Invoices
How to 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 the 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?
