This feature lets you decide what's included in the reviewer and which 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 customized 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 saved 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.
