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Click the video on the right for a brief welcome and intro.

Watch the complete online course, or look below and pick just the bits you need.

 

Complete Video Workshop.

Welcome

Account and Tax Profile Set up

Leads and getting started

Estimate Details

Downloading the demo plans

CLICK HERE FOR THE SAMPLE PLANS

Loading the plans and scaling

Intro to costing

Basic SF

Calculator video

Redistribution and selecting allowances, specifications and timeline items in Buildxact

Vertical SF

Pitched SF

Basic LF

Request for Quote

Counting items EA

Intro to recipes

Markup

Specifications

Printing the quote letter

Creating a job

Scheduling

Purchasing and receiving costs

Work orders and internal costs

Change Orders (settling allowances)

Fixed price invoicing

 

 

Other helpful videos

Cost plus invoicing in Buildxact

Completion percentage invoicing in Buildxact

Using the Buildxact Client Portal as a client

Uploading Item Catalogs

Setting up and using a client portal

Setting up decking and flooring recipes

Setting up framing recipes

How to build a drywall and insulation recipe

 

Help & Support

If you need further help or have any questions at all about Buildxact, please get in touch.