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
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 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
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
