Integrating Into Our Temples & Price Lists in Buildxact

Tutorial

Integrating Into Our Templates & Price Lists in Buildxact

Summary

This guide walks you through the process of integrating Campbell's estimating services into your Buildxact account. It covers connecting to the builder's template and price list, managing subscriptions, and ensuring you have access to the necessary resources.

Step By Step Guide

  1. Introduction (00:00:00)
  2. Jacob from Campbell's estimating services introduces the tutorial.
  3. Accessing the Integrations Tab (00:00:18)
  4. Navigate to the Buildxact dashboard.
  5. Go to the integrations tab at the bottom.
  6. Connecting to Campbell's Estimating Services (00:00:26)
  7. Find the Campbell's estimating services section.
  8. Click the connect button (if not already connected).
  9. Subscription and Access Management (00:00:39)
  10. After subscribing, Jacob will manage and accept your access.
  11. You will receive an email notification confirming your connection status.
  12. Email Notification (00:00:56)
  13. The email will confirm your access to the template and price list.
  14. Returning to the Integrations Tab (00:01:02)
  15. Go back to the integrations tab.
  16. Click manage under Campbell's estimating services.
  17. Subscribing to Catalogue and Templates (00:01:16)
  18. Ensure you are subscribed to both the catalogue and estimate templates.
  19. Click subscribe if not already done.
  20. Verifying Subscriptions (00:01:39)
  21. Check that the Campbell's estimating builders template and item catalogue are available in the estimates template section and catalogue.



This guide should help you seamlessly integrate Campbell's estimating services into your Buildxact account. If you have any questions or run into issues, feel free to reach out for further assistance!

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