This feature allows you to send emails to any contacts (with an email address) that you have assigned to a task in the job schedule.

The sent status and the contact's response status are then captured and reflected in the Job Schedule.

Contacts that accept the tasks they are booked on will also receive an automated email invitation to join the related job on the mobile app, Buildxact Onsite.

Read more about bulk bookings/communications here

We know this is something you've been waiting for.
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With one easy click you can show any purchase and work order notes on your invoices for cost-plus projects.

Good news for Deputy users - employee notes can also be shown.
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Take a look at the help guide below to see how.

Email integration with Buildxact has been updated and enhanced to help streamline your productivity and save you time. You can now:

• Send messages directly from your domain via Buildxact.
• View all your sent emails from within your Jobs and Estimates.
• Quickly check the status of your emails, seeing when they were sent, delivered and opened.
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We have partnered with Slice® by FNBO to offer flexible financing options to your clients. Start now with a quick and easy application process and in about a week you can offer financing to all your interested clients.

Buildxact, in partnership with The Home Depot, is thrilled to introduce a game-changing feature for your business: live pricing!

With this powerful tool, you’ll have real-time Home Depot prices directly in your estimates. Instantly access local store pricing and see your costings update on the spot, ensuring your estimates are always accurate and up-to-date.

Get ready to take your business to the next level!

Our latest scheduling and job management enhancements are live, and they're all about supercharging your workflow for peak efficiency.

We’ve made it easier than ever to simplify your estimating and job management process.

You can now:

• Create draft schedules during estimating for pinpoint accuracy

• Assign detailed tasks to multiple contacts, suppliers, or employees

• Monitor team availability at a glance

• Instantly visualize task progress with our new color-coding feature

• Select Gantt zoom level for customized schedule viewing

Hi there,

We’re thrilled to introduce a new feature designed to simplify the way you manage Purchase Orders, Work Orders and Variations/Change Orders. Previously, if an item was unintentionally left off a PO, you were required to delete and recreate the entire PO.

Now, like with RFQs in DRAFT status, we've made it so you can easily add extra items from Actual Costings to your existing Purchase Orders and Variations/Change Orders.

We're excited to see this update streamline your workflow, improve your efficiency and keep your projects running smoothly!

Hi there,

We've made it easier to secure your Buildxact account.

With our latest feature, User-initiated 2-Step Verification reset for Owner role users, it's now simple to take control of user authentication.

Check out the FAQ article 2-Step Verification | Buildxact Help Center to learn more.

Hi there,

Grabbing items from your estimate and putting them into your catalogue just got easier! When you find a price online or from a supplier/dealer, simply click the magnifying glass to save it to your catalog.

Choose a category and subcategory for easy organization. Next time you need that item, it'll be right there in your catalogue!

Hi there,

Based on your feedback we’ve introduced the ability to link a bill from your accounting software to an existing Purchase Order created in Buildxact.

Simply select a job and click on the new “Link to an Existing Order” button. You can also select a category and item to refine the list of Purchase Orders.

For more information, take a look at our FAQ articles below:

• Xero article
• QuickBooks Online Article