The Blu by Buildxact Estimate Review Skill helps you identify potential missing costs, risks, and items to review before sending your quote to your customer.
The Blu Estimate Review Skill is included in the Master plan and available as an add-on on the Pro plan.
Watch the video below for a full walkthrough, or scroll down for step-by-step instructions on specific actions.
Open the Blu Estimate Review Skill
The Blu Estimate Review Skill is available from within your estimate.
To open it:
Open an estimate.
Select Estimate Review from the right-hand panel.
Review the suggested checks and recommendations.
Complete the estimate details
Before running the review, provide additional information about your project.
Blu uses this information to provide more relevant suggestions.
Add project information
Review and complete details such as:
Type of work
Project address
Areas involved
Project description
Project size or square footage
Environmental risks
Site concerns
If you need to check information while completing the review, you can close the panel and return to other areas of Buildxact. Your progress will be saved.
Review estimate suggestions
The Blu Estimate Review Skill provides a checklist of items to review.
Suggestions may include:
Missing costs
Potential compliance requirements
Safety considerations
Materials or quantities to verify
Site-specific risks
Review each suggestion and decide whether it applies to your project.
Mark items as complete
Once you have reviewed a suggestion:
Open the suggestion.
Confirm whether it applies.
Select Complete when finished.
Completed items are moved into your completed list so you can track what has been reviewed.
Add missing costs
Blu may identify items that have not been included in your estimate.
For example:
Waste management costs
Safety equipment
Additional materials
Labour requirements
Use these suggestions as prompts to check your estimate and add any missing items if required.
Use suggestions as a checklist
The Blu Estimate Review Skill is designed to help you review your estimate, not replace your judgement.
Suggestions may include items that do not apply to every project.
For example:
A compliance requirement may depend on your location.
Safety requirements may vary depending on the work being completed.
Material recommendations may depend on the project type.
Review each item and decide whether it applies to your specific job.
When to use the Blu Estimate Review Skill
It is recommended to run the Blu Estimate Review Skill before sending your quote to the customer.
Using it as a final checklist can help you identify:
Forgotten costs
Potential risks
Missing information
Items requiring further investigation
Tips
Complete the project details for more relevant suggestions.
Check your estimate review results before sending a quote.
Use suggestions as prompts to review your estimate rather than automatically accepting every recommendation.
Mark completed items as you work through the checklist.