Buildxact

Check out our list of webinars designed to help you get started and learn Buildxact end to end.

OnDemand Webinars for Australia and New Zealand

Kalya Ryan

Matt Govett

Ryan Noonan

Contact Us & General Knowledge Articles

What is Buildxact?

About Buildxact

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

Which email address is used where?

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

Estimate/ Job Data Export

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

Can I track my Estimates and Jobs at different stages?

This guide will show you how to hide and delete completed Estimates and Jobs

How do I hide, filter, delete or restore an estimate or job in Buildxact?

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

Tax free items

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

Collapsing the main menu

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

Exporting information to Excel

There are various reports that can be accessed in Buildxact

What type of reports 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 do I delete my account data?

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

Recovering Deleted Items

Can I copy and paste text in Buildxact?

Learn the simple steps involved in uploading your logo to your account in Buildxact.

How do I upload my logo to my Buildxact account?

Steps on how to set up 2-step verification for your account; the authenticator apps we recommend; and how to request a login code via email.

How do I set up 2-step verification/multifactor authentication (MFA)?

Kate Cromie

General use questions

Two users working in the same estimate or job at the same time can cause data to be overwritten in Buildxact.

What happens if two users are in the same estimate or job at the same time?

Learn how to update business details like your contact information, logo, brand colors and ABN (for Australian users)

How do I update my business details in Buildxact?

Saving Information

Learn how to manage the number of feedback notifications you receive while using Buildxact.

How do I manage the number of feedback/Pendo notifications I receive?

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

How can I give feedback and make suggestions to Buildxact?

Dan C

Feedback

Find answers and get help from Intercom Support and Community Experts

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