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Foundation plan (North America)

North America

Dan C avatar
Written by Dan C
Updated this week

​​Note: This relates to the Foundation plan in North America, if you're looking for the Foundation plan in Australia/New Zealand/United Kingdom, 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.


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

  • Tax setup – Configure your tax profile and settings. 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 feet (SF) takeoff – Measure areas in square feet. 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 feet (SF) takeoff – Measuring vertical surfaces. Watch

  • Pitched square feet (SF) takeoff – Estimating angled surfaces. Watch

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

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

Assemblies

  • Intro to assemblies and Blu Assemblies Assistant – Using assemblies 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


Reccomended Videos

These are reccomended to implement in your Buildxact account but may occur after mastering the core videos

Job

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


Extra Videos

These are extra topics which some users will need to know but are not cosidered core videos

Estimating

Getting Started

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

Costings and Takeoffs

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

Assemblies

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

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

  • How to build a drywall and insulation assembly – Creating assemblies for drywall & insulation. Watch

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