Customer Management

Spend more time with customers, less time organizing leads and contact info

From tracking leads to collaborating with clients online, access and manage all your customer communications in one place.

  • Get to know your customers better with all your customer contacts, project information, notes, emails and texts centrally stored in Buildxact’s customer relationship management tool.
  • Convert more leads by tracking opportunities from qualifying to bidding in one central location, ensuring no bid gets missed.  
  • Deliver excellent customer service by allowing material selection online and approving project documents with digital signature, all via a secure Client Portal.
A conceptual image showing how Buildxact lead management works with a mobile app
A conceptual image of the Blu:Takeoff Assistant in action

Preconstruction

Don’t just be first, be the best, to stand out from the rest

Make that memorable first impression that gains a competitive edge, with more accurate takeoffs, detailed estimates and fast, professionally presented bids.

  • Bid 7X faster with digital takeoffs and estimates generated either from a template or from Blu, your AI Building Assistant.  
  • Go digital for accurate takeoffs with Buildxact’s powerful tool that can capture measurements with a click of a button, takeoffs take half the time. No plans? No problem. Create floor plans of your own with a mobile device. 
  • Easily track RFQs with the ability to send one-to-many bid requests to dealers and subcontractors and view responses within the estimate.
  • Impress customers with tailored bid proposals you create using various layout options; move to contract quicker with digital signatures.

Project management

Tools that track your projects, so you don’t have to

Use Buildxact to manage projects with powerful, easy-to-use project management tools that keep your schedule running smoothly.

  • Take the stress out of project scheduling with easy drag-and-drop online tools that can build schedules directly from your estimates.
  • Never miss a beat with reminders and notifications for subcontractors and dealers, keeping everything, and everyone, on track. 
  • Stay organized with individual, easy access folders that keep all project information – notes, plans and photos – in one place. 
  • Create always accurate purchase orders directly from your estimates with integrated dealer codes.
A conceptual view showing how Buildact sets up project dependent tasks
A concept showing how Buildxact links to popular accounting software

Financial tools

Accounting doesn’t have to be taxing

Get back your evenings, with simple financial tools and invoicing that give you confidence that you’re making the profit you deserve.

  • Streamline your admin with easy, one-click invoicing tools to approve purchases and sync with Xero or Quickbooks.
  • Keep track of changes with the ability to obtain change order approvals and highlight old vs new prices within invoices. 
  • Keep your budgets under control with easy, real-time financial reports that compare estimates to actual spend, line-by-line or by category.

Dealer connection

Stronger partnerships with your dealer

Using a digital platform, build a more collaborative relationship with your dealer. Spend less time on pricing and more time finding the best materials for a quality build.

  • Perform your own takeoffs and estimates using dealer pricing to bid 7x faster and reach more customers to win more work.
  • Use real-time pricing straight from your dealer; ask for packaged SKUs from your dealer for one-click item assemblies that ensure you leave nothing off your order.
  • Complete online purchase orders using modern ERP systems that allow you to get administrative tasks done whenever convenient to you.
  • Delivery prompts to your dealer ensure on-time material shipments so that you have the materials when you need them. 
A concept of how Buildxact integrates prices from material dealers.

Sharpen your skills

A simple monthly payment includes customer support, training and upgrades.

A screenshot showing how Home Depot customers access customer support

1

Platform,
Many Tools

Bid the projects that earn more with digital takeoffs and estimates that have you bidding faster than ever before. Finish projects on time, every time with scheduling and put an end to lost profits with easy-to-follow budgeting tools.

50%

Faster
takeoffs

Ditch the paper plans and scale rulers and leave the guesswork behind. Automate your teakeoff process by hiring our digital building assistant, Blu, as your Takeoff Assistant. Tap into the power of our takeoff tool to measure specs, count items, and scale plans in seconds.

2x

Annual Growth

Buildxact customers send more bids, win more jobs, and boost their profits in an average of 18 months.

Case studies

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A grey arrow pointing left

FAQs

Our three subscription options come with unlimited users and free training and support. Buildxact has designed all three levels to fit the exact needs of custom builders and remodelers as they grow their skills using construction management software. 

Foundation – this subscription allows small builders to quickly learn how easy estimating and customer communication can be with digital tools. Perform takeoffs and project estimates for greater accuracy, connect with local material dealers for real-time pricing, and use optional AI task-level calculations so estimating accurately takes no time at all. 

Pro –this option is perfect for growing builders who are focused on estimating and bidding jobs as well as scheduling work and setting project budgets. Included with Pro:  

  • GANTT Charts for scheduling 
  • Buildxact Onsite mobile app 
  • Online contractor RFQs 
  • Online Client Portal with Digital Selections 
  • Accounting software integrations with Xero and Quickbooks 
  • Paid add-on bundles with AI-powered tools for takeoffs and estimating 

Master – experts in all phases of construction project management have a sophisticated subscription level all their own. All features from Foundation and Pro are combined and available at one price, including the full Blu Building Assistant suite of AI digital tools:  

  • Blu: Assembly Assistant 
  • Blu: Estimate Reviewer 
  • Blu: Takeoff Assistant 
  • Blu: Estimate Generator 

All subscribers access Buildxact AI technology using Blu, Buildxact’s digital building assistant.

Trained on thousands of residential projects and fully integrated into Buildxact’s estimating and planning workflow, think of Blu as your estimator, planner and project assistant with a digital toolbelt for fast, sharp and laser-focused help on the details that matter the most.

If you want to hire Blue to help you with a specific step in your preconstruction process, either subscribe to a plan that includes the desired assistant function, or add additional Blu functionality onto your base plan via the Buildxact Marketplace in your account dashboard.

You can find more information on Blu’s monthly add-on costs by assistant function on our pricing page.

There are no additional fees for Buildxact construction estimating software. Upgrades, maintenance, support and unlimited training are all included in your subscription fee. 

Any Blu: Building Assistant features not included in your base plan do come with an additional monthly cost, should you choose to add those onto your base plan. You can find more information on Blu’s monthly add-on costs by assistant function on our pricing page.

Each of the three subscription levels (Foundation, Pro and Master) are designed to meet your specific business needs and the needs of your construction team. You can choose either a monthly or an annual plan. Annual plans come with a 15% discount against monthly plans and require a 12-month commitment.

For full details on our plans and pricing structure, visit our pricing page. 

No. Buildxact is for construction estimation and construction management. It does not offer computer-aided design or drafting functions. 

Yes, you can. It’s possible to make subscriptions changes. If you would like to move from Foundation to Pro or Pro to Master at any point, contact our Customer Support Team by clicking the chat button on the bottom right of your screen in Buildxact. 

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