Video Tutorial Archives I Buildxact US

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Video Tutorial

Manage fixed price invoicing in Buildxact

Learn about creating invoices and refundable deposits, go through what your invoices look like and how to print, edit invoices and change orders.

Accounting, Invoicing

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

Cost plus invoicing

This video covers cost plus invoicing.

Costings, Estimating

Completion percent invoicing and retention

This video covers completion percent invoicing

Costings, Estimating

Importing a pricelist

This video will show you how to load your own price catalog into Buildxact.

Estimating

How to build a drywall and insulation item assembly

This video will take you through how to set up a drywall and insulation item assembly.

Estimating, Item assemblies

Setting up framing item assemblies

How to manage wall framing and junctions using Buildxact item assemblies.

Estimating, Item assemblies

Setting up decking and flooring item assemblies

This video covers how to use item assemblies for decking and flooring.

Estimating, Item assemblies

Setting up and using a Client Portal in Buildxact

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.

Client Portal, Customer communication

How to do a basic CF takeoff

Learn how to complete a cubic feet takeoff in Buildxact.

Estimating, Takeoffs

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