Buildxact

Matt Govett

What is Labs in the Explore menu in Buildxact

Understand which email address is used to send out an email or display documents from different parts of the system.

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

You can now launch a quick chat button to send us a message when you need support or to report an issue

Buildxact has statuses for Estimates and Jobs which allow you to sort, and track your project stages.

This guide will show you how to hide Completed Estimate and Jobs from view

Removing tax from items which are exempt of tax and how this affects invoicing. "My tax is less than 10%"

This guide will walk you through a new feature that allows you to collapse the main menu on the left

How to export the contents of the leads, estimates, jobs, contacts and clients screens to Excel

There are various reports that can be accessed in Buildxact

You can request to have your account data removed, which will include everything you've entered and imported into Buildxact

How to recover deleted jobs, estimates, leads, price lists, and more. This replaces the old recycle bin.

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

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

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