Buildxact

Matt Govett

Dan C

Elliot Connell

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

Getting Started & System Set-up

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

Understanding the Buildxact navigation menu

Wanting to know how to login to Buildxact? This article will show you how!

How do I login or access Buildxact?

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

How do I set up my Buildxact account?

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

What is the difference between Registered, Contact and Billing Emails?

Learn about the information panels inside Buildxact.

Can I get help inside Buildxact?

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

Buildxact sample plans/pricing

Having trouble logging in? Check out this guide with troubleshooting steps for common issues.

Log-in Problems: a troubleshooting guide

This article goes through the process of setting a password when activating your account.

How do I set my password?

Getting Started

Do you have training videos?

Webinars & Training

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

Tax Profile/Settings in North America

Info on tax profile/settings in Australia/New Zealand

Tax Profile/Settings in Australia/New Zealand

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

Customizing your Tax Profile

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

Updating your Accounting settings for our new Tax (Australia/New Zealand only)

Tax Settings and Profile

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

How to reset or change your Buildxact password

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

2-Step Verification

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

2-Step Verification - Recommended Authenticator Apps

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

2-Step Verification - request your login code via email

2-Step Verification - synchronizing your date/time on your mobile device

Kate Cromie

2 Step Verification

How to load clients lists from elsewhere into Buildxact in bulk

How to load clients from Excel

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

Tracking insurance expiry dates of contractors/suppliers

How to create your suppliers and contractors either individually or in bulk

How to create contacts (contractors/suppliers) or load from excel

Contacts 

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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