{"id":7235,"date":"2021-11-17T00:00:00","date_gmt":"2021-11-17T05:00:00","guid":{"rendered":"https:\/\/bxglobal.wpengine.com\/ca\/top-4-under-utilized-features-to-help-you-save-time-and-win-more-work-in-buildxact\/"},"modified":"2022-05-24T20:58:04","modified_gmt":"2022-05-25T01:58:04","slug":"top-4-under-utilized-features","status":"publish","type":"post","link":"https:\/\/stage.buildxact.com\/ca\/blog\/top-4-under-utilized-features\/","title":{"rendered":"Top 4 under-utilized features to help you save time and win more work in Buildxact"},"content":{"rendered":"<p><span data-contrast=\"none\">The most valuable resource builders have is their time. We get it! This blog will show you how to make the most out of the software with just four of its features while you continue to explore everything Buildxact has to offer. These four features alone will help you save time and make more money.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><iframe title=\"The top 4 underutilized features to help you save time and win more work - webinar\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/HVj7dV34N5Q?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/p>\n<h2><b><span data-contrast=\"none\">Tax Profile<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/h2>\n<p><span data-contrast=\"none\">Taxes! No one likes them, but they are an unfortunate reality. If you mainly do business in one specific geographic area, then Buildxact lets you set your tax information and not worry about it in the future. It also simplifies the actions you&nbsp;have to&nbsp;take if you do business in different areas with different tax rates and codes.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">You start by filling out the different fields based on your tax, the type of tax, the tax rate in that region, what your tax is on and whether you are paying tax or collecting it.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><b><span data-contrast=\"none\">Pro tip:<\/span><\/b><span data-contrast=\"none\">\u202fSet your tax profile first! If you set up estimates before setting up your tax profile, it will not retroactively apply to those estimates. The tax profile will only apply to newly created estimates.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">Once you have set up your tax profile, if you do business in places with different tax rates, you can go into a specific estimate and click <strong>&#8220;Estimate Details.&#8221;<\/strong> You can then edit your tax profile for a particular estimate.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<h2><b><span data-contrast=\"none\">Client Portal<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/h2>\n<p><span data-contrast=\"none\">This feature is only available to users with a Pro or Teams membership or if you are doing the Trial. Avoid getting FOMO and go for one of these memberships to make your life easier!<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">The <strong>&#8220;Client Portal&#8221;<\/strong> is fantastic to make sure you have a lead&#8217;s contact information before getting to the estimate stage and following up with them in the future.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">Start by clicking<strong> &#8220;Captured.&#8221;<\/strong> From there, you would fill out the person&#8217;s information and other basic details.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">You can then scroll down to &#8220;Client Project,&#8221; which is essentially the customer portal.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">The <strong>&#8220;Client Portal&#8221;<\/strong> will change your life and keep you organized.&nbsp;The portal is a powerful tool that streamlines your communication with clients, helping you avoid potentially losing an email in a crowded inbox or just wasting time looking for something specific in the inbox. You will, without a doubt, stand out from competitors by presenting your work in a more engaging way.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">To start, click <strong>&#8220;Publish Project.&#8221;<\/strong> Here you can customize it any way you like to make sure you present yourself to the client in a way that fits your brand.&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">You can upload any documents or images you think would benefit your customer. Once you upload an element into the portal, click it and then select <strong>&#8220;Share&#8221;<\/strong> to add it to the portal. From there, you can decide where you want a specific element to show up: Quotes, Plans, Documents, Invoices, or Variations. Take a step further and a custom message for your client.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">If business is booming\u2026 amazing! You can publish 100 portals per year, and you can have multiple clients in each portal.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">As mentioned before, the <strong>&#8220;Messages&#8221;<\/strong> section will help streamline your communication with clients. You will be able to find specific messages easily.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">The client portal contains:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><strong>1: Messages<br \/>\n2: Quotes<br \/>\n3: Plans<br \/>\n4: Documents<br \/>\n5: Variations<br \/>\n6: Invoices<br \/>\n7: Contacts&nbsp;<\/strong><\/p>\n<h2><b><span data-contrast=\"none\">Redistribution &amp; Allowance Items<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/h2>\n<p><span data-contrast=\"none\">Before going into the amazingness of this feature, make sure that when you show allowance items on a quote letter, you don&#8217;t include mark-up.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">You will have three options with redistribution:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\"><strong>1: None (No redistribution)<\/strong> \u2013 This option is very uncommon, but it allows you to leave the markup on the item if you choose to do so. There is a feature in the quote letter to inform your client that the price includes mark-up and what percentage.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\"><strong>2: Category Redistribution<\/strong> \u2013 This option is more common than the previous one. Category redistribution is the default setting on Buildxact. When you hit the &#8220;C&#8221; button on the software, it will take the markup and automatically redistribute it for you.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\"><strong>3: Estimate Redistribution<\/strong> \u2013 This option takes the mark-up and applies it across the entire estimate. You can turn on &#8220;Estimate&#8221; or &#8220;Category-wide Redistribution&#8221; for a specific item, which will allow for a smoothing of the categories.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<h2><b><span data-contrast=\"none\">Customizable&nbsp;Quote Letter<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/h2>\n<p><span data-contrast=\"none\">You can now\u202fcustomize\u202fthe layout of your quote letters, including fonts,\u202fimages,\u202fand\u202fcontent\u202fsections.\u202fStand out from the\u202fcompetition\u202fand impress your client with quick, detailed,\u202fand\u202fcustomizable\u202fquotes.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">The first step is to choose a layout by clicking <strong>&#8220;Select a different layout.&#8221;<\/strong><\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">You have two options:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><strong>1: Buildxact print-only layout&nbsp;<\/strong><\/p>\n<p><strong>2: Buildxact customizable layout&nbsp;<\/strong><\/p>\n<p><span data-contrast=\"none\">If you select Buildxact customizable layout, you will see a list of sections you can toggle <strong>&#8220;On&#8221;<\/strong> or <strong>&#8220;Off,&#8221;<\/strong> depending on the ones you want.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">You can also select a preset, which is a&nbsp;mini-template&nbsp;for a particular section within the software.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">In the <strong>&#8220;Content&#8221;<\/strong> section of the <strong>&#8220;Letter Template&#8221;<\/strong>, the items in brackets are placeholders. These will auto-populate for you have set them up.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">Once you have created your quote letter, you can save it as a layout. You will then be able to use it as a template for future jobs. It is an incredible timesaver!<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n<p><span data-contrast=\"none\">Now, get out there and crush it!\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">&nbsp;<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The most valuable resource builders have is their time. We get it! This blog will show you how to make the most out of the software with just four of its features while you continue to explore everything Buildxact has to offer.<\/p>\n<div style=\"display:none;\" class=\"postcatlist\"><a href='https:\/\/stage.buildxact.com\/ca\/tag\/client-portal\/'><span>Client Portal<\/span><\/a> <a href='https:\/\/stage.buildxact.com\/ca\/tag\/costings\/'><span>Costings<\/span><\/a> <a href='https:\/\/stage.buildxact.com\/ca\/tag\/customer-communication\/'><span>Customer communication<\/span><\/a><\/div>\n","protected":false},"author":1,"featured_media":7864,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[25],"tags":[134,104,37],"contributing_author":[],"class_list":["post-7235","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-client-portal","tag-costings","tag-customer-communication"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Top 4 under-utilized features to help you save time and win more work<\/title>\n<meta name=\"description\" content=\"Learn about four of the most under-utilized features of Buildxact that can save builders and contractors time.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, 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