Buildxact

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.

Share documents and images to the client portal timeline

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

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

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

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

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

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

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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