Estimating

How to do framing

Written by Luke Bongiorno
Updated over a week ago

How to move estimate items between cost categories

Written by Luke Bongiorno
Updated over a week ago

Estimate/Job Details tab

See what information you can save/set up in Details tab before you begin putting together your project

Written by Karin ten Broek
Updated over a week ago

How to track leads/enquiries

You can apply statuses to your Customers or Leads in order to track them

Written by Luke Bongiorno
Updated over a week ago

Uploading estimates with Excel

If you have your estimates in an Excel format they can be uploaded into Buildxact

Written by Luke Bongiorno
Updated over a week ago

Adding documents and notes to projects

There is a a field in both the estimate and job sections to add documents and notes

Written by Luke Bongiorno
Updated over a week ago

How to print/export takeoffs

How to print/export the higlighted takeoff drawings to give to someone

Written by Daniel Conlon
Updated over a week ago

Help on scaling

Written by Luke Bongiorno
Updated over a week ago

Uploading plans

Upload your plans into Buildxact in a few simple steps.

Written by Karin ten Broek
Updated over a week ago

Naming uploaded plans

Naming plans makes them easier to find and use

Written by Karin ten Broek
Updated over a week ago

Scaling plans

Scale plans using the Buildxact Take Off tool

Written by Karin ten Broek
Updated over a week ago

How to organise plans

Rotate and flip plans, or delete those you don't need

Written by Karin ten Broek
Updated over a week ago

How do I do takeoffs for wall area? Like tiling or plaster?

Written by Luke Bongiorno
Updated over a week ago

Plans without dimensions

You may have received plans with no dimensions, with this solution you can scale these plans

Written by Luke Bongiorno
Updated over a week ago

I am having trouble seeing the colours when I draw, can I change the colours?

Written by Luke Bongiorno
Updated over a week ago

How to get the most from Buildxact recipes

Written by Luke Bongiorno
Updated over a week ago

Recipes

Recipes can be used to quickly add a prebuild of items into a project, including materials and labour. They are also called composite rates.

Written by Karin ten Broek
Updated over a week ago

Can I split recipes into multiple cost categories?

Written by Luke Bongiorno
Updated over a week ago

Charge out rate and markup

Written by Luke Bongiorno
Updated over a week ago

How to add Mark up

There are three ways to add Mark up to an estimate

Written by Karin ten Broek
Updated over a week ago

Why does my mark-up amount change when I use the rounding function?

Written by Luke Bongiorno
Updated over a week ago

How do I add mark-up to an estimate?

How to add markup to an estimate. Note that we don't deal at all with margin.

Written by Luke Bongiorno
Updated over a week ago

Adding items to the price catalogues

There are several ways to add items to the price catalogues in the system.

Written by Luke Bongiorno
Updated this week

How do I import my own price list from Excel

This guide will explain how to import your own pricelist from excel

Written by Luke Bongiorno
Updated this week

How do I manage PC and PS items?

Written by Luke Bongiorno
Updated over a week ago

How do you distribute markup when there are PC/PS items?

Written by Luke Bongiorno
Updated over a week ago

The calculator - rounding, wastage, and re-using measurements

There is a calculator against each item added to the estimate, this calculator has many useful functions

Written by Karin ten Broek
Updated over a week ago

Why don't PC/PS items contain markup on my quote/report

Written by Luke Bongiorno
Updated over a week ago

Quote Request (RFQ)

Written by Luke Bongiorno
Updated over a week ago

How to explain the Quote Request process to my trades/suppliers

Written by Luke Bongiorno
Updated over a week ago

Updating a quote request on behalf of the trade/supplier

In the quote requests, this is if you need to enter the trade/supplier's response yourself or edit the response they sent

Written by Daniel Conlon
Updated over a week ago

Setting a default template

You can set up several templates in Buildxact, and even nominate one to be your default template

Written by Nigel Brookes
Updated over a week ago

Creating template estimates

There are three ways to set up a template estimate in Buildxact, and you can have multiple templates to choose from, and set a default

Written by Luke Bongiorno
Updated over a week ago

Copying an estimate or template

Why and how to copy estimates and templates

Written by Luke Bongiorno
Updated over a week ago

How can I change what my client sees on the quote I produce?

Written by Luke Bongiorno
Updated over a week ago

Printing/emailing quoted items

There are two ways you can print out your quoted items

Written by Luke Bongiorno
Updated over a week ago

Including specification numbers on the quote form

There are two ways to get numbers against your specifications in the quote form

Written by Luke Bongiorno
Updated over a week ago

Adding Specifications to Estimates

There are 3 ways to get specifications into estimates, enter manually, nominating items from the estimate, and setting up a pre-set

Written by Luke Bongiorno
Updated over a week ago

Printing Specifications

Sometimes you need to send or print out just the specifications, you can do that in the Specifications screen

Written by Luke Bongiorno
Updated over a week ago

Where can I write up exclusions, notes and clauses in a quote?

Written by Luke Bongiorno
Updated over a week ago