Note: This relates to the Foundation plan in Australia/New Zealand/United Kingdom, if you're looking for the Foundation plan in North America, click here
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
These are considered key to getting started with Buildxact on this plan.
Either work through the list below or click here to watch as a Youtube playlist.
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
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
Recipes
Intro to recipes and Blu Recipe Assistant – Using recipes to streamline material estimates. Watch
Specifications / Quote Presentation
Foundation Plan – Reccomended Videos
These are reccomended to implement in your Buildxact account but may occur after mastering the core videos
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
Creating an Estimate using the Blu Estimate Generator – Automated estimate generation using Blu. Watch
Costings and Takeoffs
Basic cubic metre (M3) takeoffs – Measuring volumes for concrete or bulk materials. Watch
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
