Buildxact

Matt Govett

Find more information on system set up as well as training resources like videos and webinars

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

Getting a new Buildxact account up and ready to use. Includes business details, logos, loading data.

Under your Business Details you can set up Registered, Contact and Billing emails.

What are the information panels inside Buildxact?

If you're going through our tutorial videos and can't find the sample plans/pricing, here it is

Info on tax profile/settings in Australia/New Zealand

How to set up Buildxact tax profile/settings in North America and use them effectively

How to configure and customize the way tax is handled within Buildxact

We've recently changed the way we do tax, there is a slight change you'll need to make to your accounting settings

If you have forgotten your password or wish to change it, this guide will show you how to do this.

How to connect via 2-Step Verification (Also called 2FA or MFA)

Recommended authenticator apps for 2-Step Verification (Also called 2FA or MFA)

This guide will walk you through how to request a 2-Step Verification code via email

Videos, help articles, webinars, live chat and one-on-one sessions with one of our team members - there are many ways to get help.

How to load clients lists from elsewhere into Buildxact in bulk

You can add insurance details with expiry dates to your contact's cards. This creates an alert to remind you to follow up