Learn about creating invoices and refundable deposits, go through what your invoices look like and how to print, edit invoices and change orders.
Resources
Video Tutorial
This video is for people who've just been invited to a project via the Buildxact Client Portal.
This video covers completion percent invoicing
This video will show you how to load your own price catalog into Buildxact.
This video will take you through how to set up a drywall and insulation item assembly.
How to manage wall framing and junctions using Buildxact item assemblies.
This video covers how to use item assemblies for decking and flooring.
This video covers what a client portal is, how to set it up and invite people to it, notifications your client gets and notifications you get as changes are made in Buildxact.
Learn how to complete a cubic feet takeoff in Buildxact.
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how it works
- Meet with us today for a one-on-one conversation: we'll email you all the details
- Learn how some simple planning and prep protects profit
- Start cutting 80% of time it takes to complete takeoffs and quote customers 5x faster
- Win the jobs you deserve