See the entire process from requesting the quote, to accepting the quote, and what the client views. Learn a few tips and tricks to help you get the most out of Buildxact.
Comprehensive lead management
Don’t miss another new customer with Buildxact’s lead tracking and nurturing tools.
- Manage leads and track win/loss ratios, sales and supply forecasts using builder data and insights.
- Nurture customers by tracking opportunities from first contact to quote.
Faster takeoffs and estimates
Use Buildxact’s takeoff and estimating tools to help builders. Share the workload by completing takeoffs and estimates on their behalf.
- Improve top and bottom-line revenue with templated estimates incorporating your price lists. Complete takeoffs up to 80% faster and respond quicker to quote requests.
- A simple online takeoff tool captures and reuses measurements and units. No more paper plans, just exact measurements, in any unit, in a few clicks.
- Reduce errors with fewer back-and-forth calls and emails with builders on measurements and quantities.
- Succeed together as you work with your builders to fine-tune their estimates. Because builders have the option to build their own takeoffs and estimates, you can have the time to review before quoting.
More responsive quote requests
Always be first, with templates, saved price lists and automated processes that enable you to respond to RFQs faster than your competitors.
- Easily capture and respond to RFQs on specialty items.
- Quickly respond to RFQs using Buildxact with your saved price lists and estimate templates.
- Deliver premium service with add-on items to save builders from unexpected costs, or substitute items on hard-to-get stock.
- Submit RFQs to multiple manufacturers and distributors, saving time and getting quotes issued faster. Quickly view and compare responses to integrate into builder estimates.
Bids that stand out
Create bids that are hard to reject, with an array of customizations and features that ensure you always impress.
- Customize quote responses with branded, professional quotes, using Buildxact’s custom layout tool.
- Encourage upsell and add-on sales, with the option to include special offers and promotions.
- Forecast orders with digital acceptance indicating intention to buy.
How you benefit
Learn the most common square-feet takeoffs using Buildxact. We'll show you the best ways to use the Buildxact takeoff using tips and tricks to save time.
Learn the main parts of Buildxact, capture client leads, and start an estimate.
Stay ahead of the game
The partnership between Epicor and Buildxact will establish a managed ecosystem, by enabling stronger partnerships between dealers and custom home builders, and by providing deeper insights to help boost supply chain efficiency.
Supply chain managers, builders, and contractors must be aware of current trends and issues to communicate with their clients and set the right expectations effectively. People get upset when they are surprised, and custom home builders can significantly diminish the element of surprise with effective and constant communication.
Pro dealer integration in the platform makes life easier for both custom home builders and pro dealers. It provides transparency into pro dealers so builders can make informed decisions and communicate directly with their pro dealers whenever convenient to them.
Once a builder and pro dealer establish a strong relationship, most builders continue purchasing with that specific pro dealer, becoming a customer for life. Pro dealers like nothing more than having a solid and consistent customer base they can rely on to sell their materials.
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A simple monthly payment includes customer support, training and upgrades.
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