Welcome to the ‘Buildxact Kickstarter for Project Finances’ programme, which focuses on getting control of your project finances and getting the most out of your Buildxact.

These workshops with Anna from FREE UP, videos and downloads will help you get Buildxact right the first time - so you can avoid the costly mistakes and wasted time when you try to work it out yourself.

You’ll quickly learn how to make your business processes work brilliantly with Buildxact, all the best features and how to avoid typical mistakes.

This programme will show you how to use Buildxact to get control of your of finances in the following ways:

  • Get visibility of each project’s profitability, so you know you’re on budget

  • Track variations easily, so there are no nasty surprises

  • Ensure that all costs are on-charged, so you’re not out of pocket

  • Data is entered only once, which saves time and keeps everyone up to date

In this programme, you’ll receive:

  • 1-to-1 workshops with Anna Brooks from FREE UP, a NZ-based Buildxact partner and Xero Certified Advisor

  • Access to best practice business processes for using Buildxact

  • ‘Behind the scenes’ Buildxact set up

  • 1-to-1 training for Administrators

  • Templates and downloadable process templates

Topics

Take a look at the programme below

    1. Introduction

    2. How we will use this course

    1. Understanding BuildXact and How to Start Using It

    2. Introduction to Customisable Quote Layouts

    3. How to Create a Job

    4. What are Recipes?

    5. Accounting Integration Part 1

    6. Email Integration

    7. What's Coming Up Next

    1. Getting Started with Estimate Costing

    2. Populating Estimate Details

    3. Accounting for Wastage, Reusing Measurements and Rounding

    4. Adding Markup to Quotes and Manage Tax & Sell Prices

    5. Redistribution and Selecting Allowances, Specifications & Timeline Items

    6. How to Create and Use Specifications

    7. Subcontractor Request for Quote

    8. Recipe Examples

    9. Workshop: Walk through your first estimate

    1. Uploading & Scaling Plans

    2. How to do a Basic M2 takeoff

    3. How to do a Vertical M2 Takeoff

    4. How to do a Pitched M2 Takeoff

    5. How to do a Basic LM Takeoff

    6. How to do a Basic M3 Takeoff

    7. How to do a Counting Items EA Takeoff

    8. What's Coming Up Next

    1. Scheduling in BuildXact

    2. How to Use the Site Diary

    3. Sending Purchase Orders and Receiving Costs

    4. Creating a Purchase Order from a Recipe

    5. Raising and receipting Purchase Orders across multiple cost categories

    6. How to adjust a received Purchase Order

    7. How do you know if Buildxact has sync'd your data to Xero?

    8. Work Orders and Internal costs

    9. Adjusting Work Orders

    10. Job Phase Request for Quote

    11. What's Coming Up Next

    1. Variations & Adjustments

    2. Variations for Cost + Margin projects

About this course

  • Free
  • 45 lessons
  • 0.5 hours of video content