Estimating FAQs

Our most commonly asked questions regarding estimating.

Ryan Noonan avatar
Written by Ryan Noonan
Updated over a week ago

Q: How should I name my new global layout in Buildxact?


A: You can name your new global layout according to your preference or based on the theme, such as "Oceanview Beach template".


Q: How can I learn the complete process of estimation of building?


A: To learn the complete process of estimation of building, you can refer to Buildxact's help center, which offers various helpful articles such as The estimate to job process, Create an estimate from a job, and How do I use the Pricing Assistant in Buildxact to Estimate Costs?.


Q: Why are some takeoffs not automatically populating in the estimate costings and how can I fix it?

A: Some takeoffs may not automatically populate in the estimate costings due to inconsistencies in linking. It is recommended to do your takeoffs from the costings page and only do them from the takeoffs page if you need to check a measurement that you do not want calculating into your costings.

You can always relink an estimate costing items to a takeoff via the calculator tool.


Q: If I submit a request for quote to more than 1 recipient, will all recipients see the others' emails?

A: Each recipient will be individually emailed. They aren't CC'ed into one chain. You can check this via your communications tab where you should be able to see all of the different emails go out.


Q: How to create an assembly for concrete footings using LF but display in CY and calculate the volume?

A: When building an assembly for concrete footings, set the assembly to have a unit of measurement (UOM) of cubic yards (CY).

Then, the line items inside will need to be in cubic feet (CF). Use the calculator to enter 1/27 (to go from cubic yard to cubic feet). The assembly should then calculate the correct CF even though you are measuring in CY.

To measure the footage of foundation footings and calculate yardage, perform a volume takeoff using cubic yards as the unit of measurement.

Draw the shape of your foundation footings, input the width and depth, and complete the takeoff. Buildxact will calculate the yardage for your foundation footings.

Remember to convert any measurements in inches to their equivalent in feet as a decimal by dividing the number of inches by 12.


Q: How can I manage my catalogues in Buildxact?

A: To manage your catalogues in Buildxact, you can download/export the catalogue in your Catalogues screen, update the prices in the excel document, and then re-import over the top of the existing Catalogue.


Q: How to make specifications and inclusions list the same as estimate on quote layout?

A: You can use the "Match Costings Order" button to reorder your specifications to match the same reference numbers in your costings.


Q: Can you provide a sample quote and specification?

A: We have Estimate Templates available in your account. However, we don't have a sample specifications preset. You can use one of the templates and go through the Estimate Costings, selecting "S" on the items you want to add to the specifications.


Q: How do I separate takeoffs for multiple units on the same site plan?

A: If you have the units listed separately in your costings, you can do individual takeoffs for each item in your costings. If you want to do all in one takeoff for one material against all three units, you could separate them by renaming the labels or changing the colors.


Q: How do I measure architraves and skirting in lm?

A: To measure architraves and skirting boards in lm, you can either measure using the plan view or measuring off the internal elevations. Another option would be to set up recipes for different open sizes. You can then select the recipe and just do a count of the openings.


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