See the entire process from requesting the quote, to accepting the quote, and what the client views. Learn a few tips and tricks to help you get the most out of Buildxact.
Resources
Video Tutorial
Count individual items on plans using the Buildxact takeoff tool.
Look at what recipes are, how they work, and how to build them in Buildxact.
This video takes you through how to add markup to your Buildxact custom quote letters, based upon category or items.
Make your quotes look amazing while meeting your client's needs using the different options available with the Buildxact custom quote letter tool.
Create a job within the Buildxact platform, see the different types of jobs and default invoices, as well how job acceptance works.
See how scheduling works in Buildxact. This includes structuring your schedules, methods of creation, easiest setups, and the various views and functionalities available with the scheduling feature.
Learn how purchasing functions work within Buildxact and see how to manage your receiving costs. We'll also go through the three types of purchase orders.
Send your work orders and manage internal costs with Buildxact. Learn what work orders are for, how to use them, and your timesheeting options.
Learn to process change orders (settling allowances) in Buildxact. You'll learn about over and above change orders, how to fill out details, as well as printing and accepting change orders.
Learn about creating invoices and refundable deposits, go through what your invoices look like and how to print, edit invoices and change orders.
This video is for people who've just been invited to a project via the Buildxact Client Portal.
Let's show you
how it works
- Meet with us today for a one-on-one conversation: We'll email you all the details
- Learn how some simple planning and prep protects your profits
- Start cutting 80% of the time it takes to complete takeoffs and quote customers 5x faster
- Win the jobs you deserve
