General

Luke Bongiorno avatar Daniel Conlon avatar Karin ten Broek avatar +4
31 articles in this collection
Written by Luke Bongiorno, Daniel Conlon, Karin ten Broek and 4 others
General use questions

Exporting information to Excel

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

How to delete items in bulk

This is a work around to be able to delete items from a list quickly
Karin ten Broek avatar
Written by Karin ten Broek
Updated over a week ago

Reports

There are various reports that can be accessed in Buildxact
Karin ten Broek avatar
Written by Karin ten Broek
Updated over a week ago

Buildxact API

Authentication and Getting Started
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Contact email

Setting a contact email for your account and why you would do it
Daniel Conlon avatar
Written by Daniel Conlon
Updated over a week ago

How to create a desktop shortcut for Buildxact

This guide will show you how to create a desktop shortcut for Buildxact
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Setting up your account

Getting a new Buildxact account up and ready to use. Includes business details, logos, loading data.
Daniel Conlon avatar
Written by Daniel Conlon
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

Setting up and using imperial units in your account

Luke Bongiorno avatar
Written by Luke Bongiorno
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

How are you finding the new experience?

We would love to hear your feedback. Click here...
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

Sending an email or SMS externally

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

New and improved experience for Buildxact

Changes to our navigation experiences to make Buildxact easier to use
Luke Bongiorno avatar
Written by Luke Bongiorno
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

Can Buildxact run offline?

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

Can I make Buildxact full screen?

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