Buildxact

This article outlines the steps involved for suppliers/pro-dealers when assigning an account manager to clients.

Assigning account managers to clients

Kalya Ryan

Matt Govett

Ryan Noonan

Articles relating to Supplier/ Dealer system features

Suppliers & Dealers

A short introductory video to getting started in Buildxact for Suppliers & Dealers

Getting started in Buildxact: a guide for Suppliers & Dealers

What does each section of the left-hand navigation menu do in Buildxact?

Understanding the Buildxact navigation menu for Suppliers & Dealers

Getting started with Buildxact for Supplier & Dealers

How to set up your My Business section for Suppliers and Dealers

How to set up your business in Buildxact if you are a supplier/dealer

How to set up your Buildxact account for Supplier & Dealers

When builders connect with suppliers in Buildxact they automatically share data/information on their pipeline of work.

How to view data/information shared by your builder

Builder project data

Add an individual client or bulk import your clients into Buildxact for Suppliers and Dealers

How to add your clients into Buildxact

Adding Clients and Contacts to Buildxact for Supplier & Dealers

Buildxact supports the loading of price files / item catalogs into the system via Excel, this article covers how to format these correctly.

Preparing a price catalog for loading into Buildxact

How to get customers connected to your pricing, and how to automate access to certain price catalogs

Handling connections and pre-approval to catalogs with your customers

How to load and update price file/ Item catalogs shared with your customers

Supplier/Dealer - Loading and updating a price file/ item catalog

How to revoke customer access to you Price file/Item Catalogs

Uploading and managing access to price files/ item catalogues for Supplier & Dealers

Share prepopulated estimate templates with your customers

How to publish estimate templates for use by your builder customers

Uploading and managing access to estimate templates for Supplier & Dealers

How to send a connection request to your customer

Invite your customers to collaborate on Buildxact

This article is specifically for those receiving a quote request (RFQ) and covers how to reply

How to reply to a request for quote (RFQ) using Buildxact (for integrated suppliers)

Connecting with your customers for Supplier & Dealers

What are recipes/ assembly catalogs in Buildxact for Suppliers and Dealers

Creating recipes/ assembly catalogs in Buildxact

Recipes for Supplier & Dealers

An overview of how to connect to your Epicor BisTrack service within Buildxact

Epicor BisTrack Integration Overview

Get customer specific pricing for your estimates and RFQs using Epicor integration

How to instantly get customer specific pricing in your estimate using your Epicor integration

Supplier & Dealer subscription integration

Find answers and get help from Intercom Support and Community Experts

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