General info about the estimating section of buildXACT

Is there a section for notes?
  In both estimates and jobs there are fields to add notes as well as documents. In the Details tab, scroll down, you will see these at the bottom of t...
Fri, 11 Jan, 2019 at 10:52 AM
How can I track leads/enquiries?
Within Buildxact when you set up a customer you can track them by type.  You can create your own  Customer types. In the Navigation menu click  My ...
Fri, 11 Jan, 2019 at 10:37 AM
How to load estimates from Excel?
Estimates can be uploaded into Buildxact, and Excel is the format accepted by Buildxact.  Find attached template at the bottom of this article, to guide...
Mon, 13 May, 2019 at 8:32 AM
How to move estimate items between cost categories
Select the tick box for the item/s you need to move, then follow the steps below.
Fri, 11 Jan, 2019 at 10:51 AM
How to do framing
Framing is one of those things that can be done a few different ways and it all depends how much detail you want: Option 1: A basic LM rate for frame an...
Thu, 30 May, 2019 at 3:43 PM