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Contact Us and General Knowledge Articles
General use questions on Buildxact
+2
17 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 where
In this article we go over which email address is used when sending out an email or displaying documents 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
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