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Job Management
Job Management
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48 articles in this collection
Written by
Luke Bongiorno,
Ben Jackson,
Daniel Conlon
and 2 others
Scheduling
What types of schedule dependencies do you have?
Written by
Luke Bongiorno
Updated this week
Estimate and Job statuses
Buildxact has statuses for Estimates and Jobs which allow you to sort, and track your project stages.
Written by
Daniel Conlon
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
Purchase orders
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
Daniel Conlon
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
Variations
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
Invoices
Ammending invoices
How to make changes to invoices that are sent or received
Written by
Daniel Conlon
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
B
Written by
Ben Jackson
Updated over a week ago
General questions
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
Contractors/Contacts
Contacts Section
Written by
Luke Bongiorno
Updated this week
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
Costings
Editing estimate values in the job section
Information why you can't edit the estimate values in the job section.
Written by
Daniel Conlon
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