Contact Us and General Knowledge Articles

General use questions on Buildxact

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18 articles in this collection
Written by Dan C, Matt Govett, Dustin Elliott and 2 others

About Buildxact

What is Buildxact?

Written by Matt Govett
Updated over a week ago

General use questions

Buildxact Labs

What is Labs in the Explore menu in Buildxact

Written by Matt Govett
Updated over a week ago

Which email address is used when sending out an email?

In this article we go over which email address is used from sending out an email from different parts of the system

Written by Ryan Noonan
Updated over a week ago

Estimate/ Job Data Export

This guide will show you how you can export your estimate or actual costings to excel and filter for specific data

Written by Kate Cromie
Updated over a week ago

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

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.

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

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%"

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

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

Written by Dan C
Updated over a week ago

Reports

There are various reports that can be accessed in Buildxact

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

Written by Matt Govett
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

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.

Written by Dustin Elliott
Updated over a week ago

Can I copy and paste text in Buildxact?

Written by Matt Govett
Updated over a week ago

Saving Information

Can Two People Be in the Same Estimate or Job?

This guide will help explain an issue in Buildxact that may cause data to be overwritten by unaware users working on the same estimate

Written by Matt Govett
Updated over a week ago

Feedback

How to control Feedback/Pendo notifications

We use Pendo for gathering feedback, here is how to control the email it sends you

Written by Dan C
Updated over a week ago

Feedback and suggestions

All product updates are based on your needs. We welcome feedback and have a feature request area for you to communicate this.

Written by Matt Govett
Updated over a week ago