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

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

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

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.

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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