Contractors/Contacts

How to load contractors and contacts from excel
See the template attached to this help article for information on how to format the excel file so Buildxact will accept it. Top tips for contact lists: ...
Wed, 16 Jan, 2019 at 5:03 PM
How can I track the insurance expiry of my contractors
You can add insurance details to your contacts cards with expiry date. This creates an alert to remind you to follow up.These will appear on your dashboard ...
Thu, 17 Jan, 2019 at 11:53 AM
Contacts Section
Contact List design See screen shot below of key features of the contacts list.  Contact Groups/Types You can group contacts, and also specify th...
Thu, 17 Jan, 2019 at 11:54 AM