Buildxact

This article explains how to preview the client portal before inviting your client to start collaborating.

Preview the Client Portal under Leads

Our most commonly asked question regarding leads and client portal.

Leads & Client Portal FAQs

This guide shows how you can set up a form on your website to capture lead details which can then pass to your Buildxact account.

Can I capture leads for Buildxact from my website?

Kalya Ryan

Ryan Noonan

Matt Govett

Everything you need to help get the most from your Leads and Customer Portal 

Leads & Customer Portal

Learn how to track your leads and opportunities in Buildxact.

How do I manage my Leads in Buildxact?

Capture and manage your leads in Buildxact

Creating a new Lead

I created an estimate and now I want to create a lead and link them together.

Link an existing estimate/quote to a lead

Leads

Keep track of your leads and deliver exceptional customer service via the Client Portal

How do I use the Buildxact client portal?

This article talks about setting brand colors, logos and a portfolio for your client portal.

How do I set up the look of the client portal?

Share documents and images to the client portal timeline

What is the Client Portal Timeline?

Learn how to share documents, images, quotes and more to the client portal in Buildxact

How do I share items to the client portal?

Learn how to communicate with your customer through the Client Portal.

How do I message my client using the client portal?

When you send items to your client through the portal, they receive notifications, they can adjust the frequency they receive these

Can my client change the client portal notification frequency setting?

You can add an image or change the image against each project in the client portal to personalize it for your clients.

How do I add or change a cover image for my projects in the Client Portal?

Learn how to link your clients to their client portals via your website.

Can my client log in to their Buildxact client portal through my website?

How to use the client project portal you've been invited to by your builder or trade person

You've been invited to a project using Buildxact's client portal

Dan C

Client Portal

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.

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.