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Foundation plan (Australia/New Zealand/United Kingdom)

Australia/New Zealand/United Kingdom

Dan C avatar
Written by Dan C
Updated today

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

  • 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

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


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

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