Documentation

Documentation

Guides, reference, and best practices for getting the most out of BuildingCX.

Documentation is coming soon

We're writing comprehensive guides for every module. In the meantime, explore the topic list below or check out our blog.

Read the blog Cx 101

Getting Started

  • Quick Start
  • Creating a Project
  • Inviting Your Team
  • Your First Checklist

Modules

  • Cx Tracker
  • Pre-Functional Forms
  • Functional Testing
  • Cx Issues
  • Closeout

Collaboration

  • Contractor Portal
  • Owner Portal
  • Roles & Permissions
  • Real-Time Sync

Templates

  • Template Library
  • Creating Templates
  • Customizing Templates

Account

  • Organization Settings
  • Team Management
  • Billing & Plans