Use contract invoicing in Buildxact Learn the different aspects of contract invoicing. This includes presets within Buildxact, altering stages, refundable deposits, as well as handling billing variations and tips and tricks for accounting users. Accounting, Invoicing
Connect your accounting software to Buildxact See an overview of the entire accounting connection process, where you can integrate your accounting software into the Buildxact platform. Accounting, Connected Apps
Connecting your email to Buildxact Learn all about the Buildxact email integration feature. Buildxact, Getting started
Helping your client access the Client Portal This video is for people who've just been invited to a project via the Buildxact Client Portal. Client Portal, Customer communication
How to reply to a quote request inside Buildxact Learn how to respond to an RFQ in Buildxact. Estimating, Quoting
How to respond to an RFQ in Buildxact’s Client Portal Learn how to respond to an RFQ using the Client Portal. Client Portal, Quoting
Completion percent invoicing and retention This video covers completion percent invoicing Estimating, Invoicing
Importing a pricelist This video will show you how to load your own price catalog into Buildxact. Estimating
Setting up framing recipes How to manage wall framing and junctions using Buildxact recipes. Estimating, Recipes
Setting up decking and flooring recipes This video covers how to use recipes for decking and flooring. Estimating, Recipes