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

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.