Getting Started and System Set-up

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

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16 articles in this collection
Written by Luke Bongiorno, Dan C, Matt Govett and 3 others

Getting Started

How do I access Buildxact software?

Written by Luke Bongiorno
Updated this week

How to add/remove/edit a user

You can set up new users, delete users, or amend an existing users details

Written by Matt Govett
Updated this week

Setting up your account

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

Written by Dan C
Updated this week

The Buildxact navigation menu

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

Written by Corryn
Updated this week

Registered, Contact and Billing Emails

Under your Business Details you can set up Registered, Contact and Billing emails. This article covered what they all mean.

Written by Dan C
Updated this week

Buildxact sample plans/pricing

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

Written by Dan C
Updated this week

Webinars & Training

Do you have training videos?

Written by Luke Bongiorno
Updated this week

Live online training webinars

Get started with Buildxact with our online training webinar.

Written by Mona Emam
Updated this week

Tax Settings and Profile

Customising your Tax Profile

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

Written by Sarah Abernethy
Updated this week

Recent updates to our Tax and Markup

We've made several improvements to how tax and markup are handled.

Written by Dan C
Updated this week

2 Step Verification

2-Step Verification

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

Written by Sarah Abernethy
Updated this week

2-Step Verification - Recommended Authenticator Apps

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

Written by Sarah Abernethy
Updated this week

Contacts

Contacts Section

Written by Luke Bongiorno
Updated this week

How to load clients from Excel

Getting clients lists from elsewhere into Buildxact in bulk

Written by Luke Bongiorno
Updated this week

How to load contacts (contractors/suppliers) from excel

How to load your suppliers and contractors in bulk

Written by Luke Bongiorno
Updated this week

Tracking insurance expiry of contractors/suppliers

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

Written by Luke Bongiorno
Updated this week