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Master 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.

Master 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. Note that the Tax Setup and User access controls topics are help articles, and not listed in the playlist.

Setup

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

  • Tax setup – Configure your tax profile and settings. Go to help article.

  • User access controls – Setting up access by user on your account. Go to help aticle

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

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

  • Loading the plans and scaling using the Blu Takeoff Assistant – Automated takeoff workflow. 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 feet (LF) takeoff – Measuring linear elements like walls or fencing. Watch

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

Quote Requests

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

Jobs

Creating a Job

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

Time Planning and Tracking

  • Job phase schedules – Organising job phases. Watch

Cost Tracking

  • Purchasing and receiving costs – Tracking material costs. Watch

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

Change Orders & Invoicing

  • Change orders – Handling change orders. Watch

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

    • Fixed price invoicing – Standard client invoicing. Watch

    • Cost plus invoicing – Alternative invoicing method. Watch

    • Completion percent invoicing – Progress‑based invoicing. Watch

Master Plan – Reccomended Videos

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

Leads

Client Portal

  • Using the client portal – Client portal features overview. Watch

  • Client facing selections – Allowing clients to make selections. Watch

Estimating

Time Planning and Tracking

  • Estimate phase schedules – Organising estimate phases. Watch

Specifications / Quote Presentation

  • Blu Estimate Reviewer – Reviewing estimates efficiently. Watch

Jobs

Time Planning and Tracking

  • Buildxact timesheets – Tracking team hours. Watch

  • Daily logs – Logging site activity. Watch

  • Onsite app overview – Using Buildxact Onsite. Watch

Integrations

  • Accounting connections – Syncing Buildxact with accounting software. Watch

Master Plan – Extra Videos

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

Leads

Client Portal

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

Estimating

Costings and Takeoffs

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

Quote Requests

  • How to respond to a quote request (RFQ) – Useful to send to recipients of RFQ's to help them understand and respond. 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

Jobs

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

Integrations

  • Deputy timesheeting – Integration with Deputy for timesheets. Watch

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