Why use AI to review your estimates in Buildxact?
Eliminate the guesswork with Blu: Estimate Reviewer. Get an extra set of eyes to help you highlight any gaps in your estimate before you send a quote. Building professionals using Blu are seeing greater than 97% accuracy compared to manual estimates.
With Blu you can:
Flag missing items and catch costly mistakes
Verify quantities and units
Validate pricing in real time
Review your estimate with the Blu: Estimate Reviewer by following these steps:
Navigate to Estimate Costings within the estimate you're looking to review.
Click on the Blu: Estimate Reviewer button in the side drawer to the right of your screen.
3. The Blu: Estimate Reviewer form will appear. Fill out the missing fields (areas involved, total square meters, environmental factors, energy rating, and any other relevant details) to improve the accuracy of the output. To begin the review, click Get suggestions.
4. The Blu: Estimate Reviewer will then review the estimate and propose a set of potential issues for your attention. Formatted as a checklist, you can view the total number of issues detected (things like missing markup, compliance requirements, missing costs; the example below has indicated 14 issues in total).
5. As you tick off and resolve each issue, the number of completed items will be displayed.
6. When you're satisfied with the comprehensiveness of your estimate, you're ready to prepare your quote.
How do I use the Blu: Estimate Reviewer checklists?
The Blu: Estimate Reviewer checklists feature allows you to create personalized checklists to use as reviews for your estimates. You decide what's included in the reviewer and the elements of your estimate you'd like Blu to provide suggestions and feedback on.
Have Blu complete reviews like safety requirements or work permits, for example, and speed up your estimating time with reusable checklists that you can apply to any job, anytime.
How do I create a Blu: Estimate Reviewer checklist?
Follow these steps to create your own estimate reviewer checklists in Buildxact:
From within your chosen estimate, click on the Estimate Costings tab.
Click on the Blu: Estimate Reviewer button on the right-hand side of your screen.
This will bring up the Blu: Estimate Reviewer panel.
Click on +Create your checklist.
5. Give your checklist a name.
6. Include notes (for your internal use).
7. Manually add any items to your checklist. Include an item description, if necessary.
8. Click on AI suggestions to have Blu compile the checklist items for you.
9. Clicking on AI suggestions will provide you with a list of items to be reviewed.
10. Click into the item box to customize the items to your requirements (e.g. include materials or specific measurements).
11. To add more AI generated suggestions, click AI suggestions again.
12. When you're happy with the comprehensiveness of your review checklist, click Save checklist.
Your saved checklist will now appear as one of your Blu: Estimate Reviewer checklists. This can be used across any of your Buildxact estimates.
How do I use my personalized Blu: Estimate Reviewer checklist to review an estimate in Buildxact?
Navigate to your chosen estimate and click on the Estimate Costings tab.
Click on the Blu: Estimate Reviewer and find your checklist.
Click on Review estimate.
The reviewer will display a list of suggested items for you to look at to improve the comprehensiveness of your estimate.
An exclamation point indicates an item that needs your attention.
Clicking on this drop-down arrow displays a set of recommendations for that review item.
A green tick indicates that a review item has been addressed.
To complete an item, click the circle.
