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What is Buildxact?
How can I make backups for my information saved through your software?
How long do you keep my data?
How does Buildxact save my work?
I have two users, and the second users' entries aren't updating?
How do I access Buildxact software?
How to make Chrome save the Buildxact login details
Can two people log in at the same time, also to the same estimate?
If I have a user question, who do I ask?
Do you have training videos?
Do you offer training?
Where is the best place to offer suggestions?
Can I access those little help popups anywhere?
General use questions
Can I make Buildxact full screen?
Can Buildxact run offline?
Can I copy and paste text in Buildxact?
Do you run in Imperial Units?
When I send an email or SMS, who does it come from?
See all 6 articles
Is there a section for notes?
Do you have a manual?
How can I track leads/enquiries?
Can I load estimates from Excel?
Quote Request (RFQ)
See all 6 articles
Plans and Takeoffs
I am having trouble seeing the colours when I draw, can I change the colours?
How do I do takeoffs for wall area? Like tiling or plaster?
My plans have no dimensions
Help on scaling
How do I add my own price list from Excel
How do I save new price items on the go?
How to best find Cordell items
Markup (margin) and rounding
How do I add mark-up/margin to an estimate?
Why does my mark-up amount change when I use the rounding function?
How do I add markup?
Templates and copying estimates
Copying an estimate or template
3 Ways to create a template
Printing the quote
I’d like to print my quote but with all dollars and quantities in it.
How can I change what my client sees on the quote I produce?
Where can I write up exclusions, notes and clauses in a quote?
Can you import specifications into Buildxact?
Can I print the specifications on their own?
Can I number the specifications when printing?
Can I build my own recipes?
Can I split recipes into multiple cost categories?
How to get the most from Buildxact recipes
How do I manage PC and PS items?
Why don't PC/PS items contain markup on my quote/report
How do you distribute markup when there are PC/PS items?
How can I create a job schedule to indicate timing of the job and its stages and completion?
How can I change the start date of the job on my schedule?
How can I see more of my schedule at once?
How to use schedule templates
How can I export the schedule
See all 8 articles
How to use purchase orders
Will Buildxact give me an idea where all purchases are at per job and per trade?
How do I choose to show or hide the dollar amount from a purchase?
Can I specificy pickup vs delivery for my orders?
Can I partially receipt an order?
How to create variations
I've created a job, why can't I create variations?
Creating variations from the costing screen
Variations separate from progress claims
How to use the invoicing section
Can I add my bank details to invoices?
Does Buildxact handle retention?
How can I send a summary of the invoices to my client?
What's the easiest way to send just one invoice, for a small job for example?
See all 11 articles
How do timesheets and Deputy work?
The estimate to job process
Can I run a cost plus (charge up) job?
How is gross profit calculated?
See all 8 articles
How to load contractors and contacts from excel
How can I track the insurance expiry of my contractors
Can I print a report of the costs for a job?
Linking Buildxact to accounting
How do I connect my accounting to Buildxact?
Which accounting packs do you link to?
How can I control which account an item goes to in my account software
Xero tracking categories, what you need to know
Why didn't my sync work?
I have items to sync, but Buildxact keeps telling me i have 0 items to sync.
Browsers, cache, computer and internet requirements
What browsers work with Buildxact?
Cached data and cache saving
Can I use wifi, a wireless dongle or my phone as a hotspot to run Buildxact?
I have a MacBook, can i use Buildxact?
Buildxact subscriptions and payments
How does Buildxact subscription work?
How do I change my registered email?
How do I cancel my subscription?
Can I pay for Buildxact using direct deposit, cheque or cash?
My subscription is ending/has ended
My subscription ends soon, what happens if I don't pay?
I need to update my subscription, how do I do this?
I would like to revisit my account with a view to using it again but cannot login for some reason?
If we were to cancel our subscription can you still log onto Buildxact in a read only format?
Can you help me set up another user on our license?
User Access Controls
I just signed up for a free trial. How long will it take before I can get in?
Is the software I am using for trial a full version or will I have a full version when I buy it?
Terms and conditions
End User Licence Agreement
Adding a shortcut to your home screen
What is this customer section and what does it do?
How to load customers from Excel
Communication - Email and SMS
Can I add attachements to emails?
Can my client have multiple emails?
SMS sending best practice
Help Desk Software