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General use questions on Buildxact

Luke Bongiorno avatar Dan C avatar Matt Govett avatar +3
15 articles in this collection
Written by Luke Bongiorno, Dan C, Matt Govett and 3 others
General use questions

Send us a message quick launch option

You can now enable a quick launch chat button to send us a message when you need support or to report an issue
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Estimate and Job statuses

Buildxact has statuses for Estimates and Jobs which allow you to sort, and track your project stages.
Dan C avatar
Written by Dan C
Updated over a week ago

How to archive Estimates and Jobs

This guide will show you how to hide Completed Estimate and Jobs from view
Ryan Noonan avatar
Written by Ryan Noonan
Updated over a week ago

Tax free items

Removing tax from items which are exempt of tax and how this affects invoicing. "My tax is less than 10%"
Dan C avatar
Written by Dan C
Updated over a week ago

Collapsing the main menu

This guide will walk you over a new feature that allows you to collapse the main menu on the left
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Exporting information to Excel

How to export the contents of the leads, estimates, jobs, contacts and clients screens to excel
Dan C avatar
Written by Dan C
Updated over a week ago

Reports

There are various reports that can be accessed in Buildxact
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Deleting your account data

You can request to have your account data removed, which will include everything you've entered and imported into Buildxact
L
Written by Luke Petrovics
Updated over a week ago

Currently support file formats for uploading documents

These file formats are for when you're uploading into Estimates, Jobs, Contacts and customers
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Recovering Deleted Items

How to recover deleted jobs, estimates, leads, price lists, and more. This replaces the old recycle bin.
Dustin Elliott avatar
Written by Dustin Elliott
Updated over a week ago

Can I copy and paste text in Buildxact?

Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago