Skip to main content

Foundation plan

Australia/New Zealand/United Kingdom

Dan C avatar
Written by Dan C
Updated over 2 weeks ago

Note: This relates to the Pro plan in Australia/New Zealand/United Kingdom

This article is broken up into the core things you need to know as the extra items which dive deeper into certain topics or cover paid add-ons.


Foundation Plan – Core Videos

Setup

  • Buildxact setup and summary – Overview of Buildxact setup and key starting points. Watch

Leads

  • Creating a Lead – Step-by-step on creating leads in Buildxact. Watch

Estimating

Getting Started

  • Creating an Estimate – How to create a basic estimate. Watch

  • Loading the plans and scaling – Import plans and scale drawings for estimates. Watch

Costings and Takeoffs

  • The estimate costing screen – Overview of the costing interface. Watch

  • Basic square metre (M2) takeoff – Measure areas in square metres. Watch

  • Reusing measurements, wastage and rounding – Tips for reusing measurements and applying wastage. Watch

  • Markup and Sell price – Applying markup to estimate pricing. Watch

  • Redistribution, Allowances, Specifications and Timeline items – Adjust estimates for project specifics. Watch

  • Vertical square metre (M2) takeoff – Measuring vertical surfaces. Watch

  • Pitched square metre (M2) takeoff – Estimating angled surfaces. Watch

  • Basic lineal metre (LM) takeoff – Measuring linear elements like walls or fencing. Watch

  • Basic counting (EA) takeoffs – Counting items for estimates (e.g., doors, windows). Watch

  • Basic cubic metre (M3) takeoffs – Measuring volumes for concrete or bulk materials. Watch

Recipes

  • Intro to recipes and Blu Recipe Assistant – Using recipes to streamline material estimates. Watch

Specifications / Quote Presentation

  • Working with specifications – Adding specifications to quotes. Watch

  • Previewing and sharing the quote – How to send and share estimates with clients. Watch

Jobs

Creating a Job

  • Creating a job and accepting the estimate – Converting an estimate into a job. Watch

Cost Tracking

  • Purchasing and receiving costs – Tracking material costs. Watch


Foundation Plan – Extra Videos

Estimating – Getting Started

  • [PAID ADD-ON] Creating an Estimate using the Blu Estimate Generator – Automated estimate generation using Blu. Watch

Estimating – Recipes

  • Setting up framing recipes – Custom framing material recipes. Watch

  • Setting up decking and flooring recipes – Material recipes for floors and decking. Watch

  • How to build a cladding and insulation recipe – Creating recipes for cladding & insulation. Watch

  • How to build a brick recipe – Recipe setup for bricks. Watch

Did this answer your question?