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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
Can I put in my cost price for items and then have a margin column which both add up to the price I want to display on the client 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 quanities in it. Can this be done?
How can I change what my client sees on the quote I produce?
Do you just write up exclusions, notes and clauses in the print quote section or is there another area?
Can you import specifications automatically into builldXACT?
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?
Improvements to Purchasing
How to create varitations
You're still working on your estimate. Once it's accepted, you'll be able to 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 quick invoice, for a small job for example?
See all 11 articles
How do timesheets work?
The estimate to job process
Can I run a cost plus (charge up) job?
How is gross profit calculated?
See all 7 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 to 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 in 9 days, what happens?
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
SMS sending best practice
Help Desk Software