Customer management

Spend more time connecting with customers, less time organising emails

From tracking leads to collaborating on plans, access and manage all your customer communications in one place.

  • Get to know your customers better with all your customer contacts, job information, notes, emails and texts centrally stored in Buildxact’s customer relationship management tool.
  • Convert more leads by tracking opportunities from qualifying to quoting in one central location ensuring no bid gets missed 
  • Deliver excellent customer service by keeping customers fully informed, from first contact to final invoice, via a secure Client Portal.

Preconstruction

Be first in, best dressed, best prepared. Always.

Make that memorable first impression that gains a competitive edge, with more accurate takeoffs and fast, professionally presented quotes.

  • Cut quoting time by 80% with digital takeoffs and reusable estimate templates, so you don’t have to start from scratch.  
  • Complete always accurate takeoffs with Buildxact’s powerful takeoff tool that can capture and reuse measurements. 
  • Easily track RFQs with the ability to send one-to-many quote requests to suppliers and subcontractors and view responses within the estimate.
  • Impress customers with tailored quote proposals you create using various layout options; move to contract quicker with digital acceptance.

Job management

Tools that track your jobs, so you don’t have to

Use Buildxact to manage jobs with powerful, easy-to-use jobs management tools that keep your schedule running smoothly.

  • Take the stress out of job scheduling with easy drag-and-drop online tools that can build schedules directly from your estimates.
  • Never miss a beat with reminders and notifications for subcontractors and suppliers, keeping everything, and everyone, on track. 
  • Stay organised with individual, easy access folders that keep all job information – notes, plans and photos – in one place. 
  • Create always accurate purchase orders directly from your estimates with integrated supplier codes.

Financial tools

Accounting doesn’t have to be taxing

Get back your evenings, with simple financial tools and invoicing that give you confidence that you’re making the profit you deserve.

  • Streamline your admin with easy, one-click invoicing tools to approve purchases and sync with Xero, MYOB or Quickbooks.
  • Keep track of changes with the ability to obtain variation approvals and highlight old vs new prices within invoices. 
  • Keep your budgets under control with easy, real-time financial reports that compare estimates to actual spend, line-by-line or by category.

Supplier connection

Stronger partnerships with your supplier

Using a digital platform, build a more collaborative relationship with your supplier. Spend less time on pricing and more time finding the best materials for a quality build.

  • Perform your own takeoffs and estimates using supplier pricing to quote 5x faster and reach more customers to win more work.
  • Use integrated price lists straight from your supplier; ask for packaged SKUs from your supplier for one-click item recipes that ensure you leave nothing off your order.
  • Complete online purchase orders using modern ERP systems that allow you to get administrative tasks done whenever convenient to you.
  • Delivery prompts to your supplier ensure on-time material shipments so that you have the materials when you need them. 

Sharpen your skills

Case studies

A simple monthly payment includes customer support, training and upgrades.

Let's get the job done!

Stay in touch, and we’ll show you how construction management software helps you get the job done so you can get back to what truly matters in life.

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