Customer management

Spend more time connecting with customers, less time organizing emails

From tracking leads to collaborating on plans, 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 keeping customers fully informed, from first contact to final invoice, via a secure Client Portal.
A builder working on-site using Buildxact on a phone
Builder plans for a construction project


Be first in, best dressed, best prepared. Always.

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

  • Cut bidding time by 80% with digital takeoffs and reusable estimate templates, so you don’t have to start from scratch.  
  • Complete always accurate takeoffs with Buildxact’s powerful takeoff tool that can capture and reuse measurements. 
  • 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 acceptance.


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 builder using Buildxact on her laptop while on site
A person working on a set of plans with a pencil on a desk

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 quote 5x faster and reach more customers to win more work.
  • Use integrated price lists 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 builder using Buildxact on her laptop while on site

Sharpen your skills

Case studies

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

A builder using Buildxact on his phone onsite

Let's get the job done!

Stay in touch, and we’ll show you how construction management software helps you get the job done so you can get back to what truly matters in life.

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