Buildxact

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?

Filter, delete and restore items in Buildxact

Hide, filter and restore 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

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?

Choose whether to use Imperial or Metric measurements in Buildxact, including for takeoffs and AI-powered tools.

Changing units of measurement settings

Can I copy and paste text in Buildxact?

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)?

Matt Govett

Dan C

General use questions

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Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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