Buildxact

Steps on how to create a request for quote from the Jobs section in Buildxact

Request for Quote (RFQ) from Jobs

Our most commonly asked questions around job management.

Job Management FAQs

Learn how to create a to-do list to keep onsite personnel and subcontractors informed of job progress and priorities

How do I use the To-do list feature in Buildxact?

Learn how to add a new building type (previously known as 'project type') to your customized Business Setup

How do I create a new building type for leads, estimates and jobs?

Learn how to build out a customized list of selections and options and share them with your client via the client portal.

How do I use the new Selections feature in Buildxact?

Kalya Ryan

Ryan Noonan

Matt Govett

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

Job Management

The Job Management module in Buildxact includes a WIP report, which allows you to easily track the progress of your jobs

What is a Work in Progress (WIP) report in Buildxact?

How to set up a cost plus job in Buildxact

Can I run a cost plus (charge up) job?

Key things you need to know about taking an estimate through to a job in Buildxact

How do I turn my estimate into a job in Buildxact?

How is gross profit calculated?

How do I create a job in Buildxact?

Learn about each section on the Advanced Cost Tracking dashboard.

The Advanced Cost Tracking dashboard explained

General questions on Job Management

Learn about your global dashboard and how it helps you keep your business on track.

The Buildxact Dashboard

What types of schedule dependencies do you have?

Learn how to add Non-Working Days across your project schedules.

How do I set non-working days in the Job Schedule?

Everything you need to know about using the job schedule tool in Buildxact.

How do I use the Job Schedule tool in Buildxact?

Confirm the availability or booking of contacts on tasks in your schedule using bulk email communications

Can I send bulk emails to contacts assigned to tasks in the schedule?

Learn how to share the task list from your job schedule on Buildxact to the mobile app, Buildxact Onsite.

Can I share the task list from my job schedule to Buildxact Onsite?

Scheduling

Selecting the right person in the attention box makes the sending of POs simple

How do I control who I send my purchase order (PO) to in Buildxact?

This article outlines what Buildxact does when creating Purchase Orders from cost items with different quantities.

What happens when ordering items with Buildxact?

How to use purchase orders and work orders, and what is the difference

How do I use purchase and work orders?

This guide will walk you through how to unlock a Purchase Order to make changes

How do I edit a locked Purchase Order for a cost plus job?

Why don't part received orders invoice to the customer?

Part received orders and cost plus jobs

Sending a purchase order will result in a committed cost, this article explains how these are handled.

How does Buildxact handle Estimated, Committed and Actual Costs?

This article will help you setup a preset or template for Order Instructions

Can I save my Order Instructions?

This article will help you set your own T&C for your purchase orders

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?

This guide will show how to reallocate an expense for a Purchase Order to the correct category

Modify Purchase Orders Actual Category

How to send a purchase order for a different amount to the budget and then draw down on it

Drawing down on a purchase order

Learn how to create a Credit Note for a Purchase Order in Buildxact.

Can I create a credit note with a Supplier/Dealer?

How do I show or hide the dollar amount from a purchase?

There are three areas to view Purchase orders in Buildxact, and two areas to view Customer invoices

How to view supplier/trade purchase orders and customer invoices

By following a few steps you can delete a purchase order

How do I delete purchase orders?

Learn how to create and share purchase orders from your Estimates on a Foundation Plan subscription.

How do I use purchase orders on my Foundation subscription plan?

Dan C

Kate Cromie

Purchase orders

Information on why you can't edit the estimate values in the job section.

Can I edit estimate values in the job section?

This report will help you to track your actuals against your estimated budget

Job costings report

This article outlines how to view and connect with dealer/supplier catalogs from the Estimate Costings screen in Buildxact.

Accessing dealer/supplier catalogs from Estimate Costings

Learn how to create multiple work orders for a single costing item (like labor).

How do I create multiple work orders against a single costing item?

Costings

You can elect to use digital acceptance when issuing variations/change orders via the client portal or email.

How to use digital acceptance when issuing variations

Two types of variations can be done on cost-plus jobs.

How do I create variations/change orders on cost-plus jobs?

How the estimate to job process affects the timing of when you can create variations

Why can't I create variations?

How to make variations (change orders) to the contract on contract jobs

How do I make variations/change orders on contract jobs?

Crediting a customer

Variations/Change Orders

The purpose of this article is step you through the process of updating the default outgoing invoice due date.

How to Extend the Due Date on Outgoing Invoices

This article shows you how to set a default due date for invoices per client.

Can I set default payment days for individual clients?

Learn how to edit and adjust invoices in Contract and Completion percent jobs

How do I make changes to an existing invoice?

Here is a quick guide to the different types of Invoicing methods Buildxact Supports

Types of Invoicing

This article will help you set your own terms and conditions for your Invoices

Modify your Terms & Conditions for Invoices

How to make changes to invoices that are sent or received

How do I amend an invoice?

If you need to take a deposit from a customer upon commencing a job, which can be refunded against invoices taken on subsequent work.

Refundable Deposits

How to receive client invoices

You've created a job for the wrong invoicing method/type, how do you create a new job with the correct invoicing method/type?

How to change invoicing method on a job

In a cost plus job you may need to show your client the breakdown of material/labor in the invoice.

Showing the purchased items on a Cost Plus invoice

All about the completion percent job type and retention/holdback

Completion percent invoicing and Retention/Holdback

This article will help you setup a preset or template of Invoices

Can I save sets of job invoices?

There are two methods for setting up small jobs with no estimate

Creating an invoice for a small job

This article shows you the different ways invoices can be sent to your client.

How can I send a summary of invoices to my client?

How to use the invoicing section on a standard job

How to issue contract invoices

Adding bank details to invoices

A quick guide on how to amend the percentage breakdown of the default invoice list.

How do I adjust invoice percentages in a Contract Price job?

Learn how to show any notes or instructions from a purchase or work order on a cost-plus invoice

How do I show order instructions on a Cost-Plus invoice?

Learn how to include a retention percentage on your contract-price and completion percent job invoices

Can I allow for retention in my contract-price and completion percent invoices?

Elliot Connell

Invoices

How to get the most from Buildxact's Daily Logs/Site Diary feature.

How do I use the Daily Logs/Site Diary feature?

Site Diary

Find answers and get help from Intercom Support and Community Experts

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