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

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)?

Why am I being asked to set up an Authenticator app when logging in?

Ryan Noonan

Matt Govett

Kate Cromie

General use questions

Find answers and get help from Intercom Support and Community Experts

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