Buildxact

How to load clients lists from elsewhere into Buildxact in bulk

How to import 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 import contacts from Excel

Learn how to view and create reminders for tasks within Buildxact.

How do I use Buildxact reminders?

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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