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

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

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

Creating an Estimate using the Blu Estimate Generator – Automated estimate generation using Blu. Watch

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

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

Estimate phase request for quotes (RFQ) – Sending RFQs to suppliers. Watch

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

Working with specifications – Adding specifications to quotes. Watch

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

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

Job phase schedules – Organizing job phases. Watch

Purchasing and receiving costs – Tracking material costs. Watch

Work orders and internal costs – Tracking internal job costs. Watch

Variations – Handling change orders. Watch

Invoicing - the video here will depend on the way you invoice customers

Using the client portal – Client portal features overview. Watch

Client facing selections – Allowing clients to make selections. Watch

Estimate phase schedules – Organizing estimate phases. Watch

Buildxact timesheets – Tracking team hours. Watch

Using the Site Diary – Logging site activity. Watch

Onsite app overview – Using Buildxact on-site. Watch

Accounting connections – Syncing Buildxact with accounting software. Watch

Helping your client access the Client Portal – Onboarding clients. Watch

Loading the plans and scaling using the Blu Takeoff Assistant – Automated takeoff workflow. Watch

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

How to respond to a quote request (RFQ) – Managing supplier responses. Watch

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

Blu Estimate Reviewer – Reviewing estimates efficiently. Watch

Job phase request for quotes – Sending RFQs during job phases. Watch

Deputy timesheeting – Integration with Deputy for timesheets. Watch