Estimating

A wide ranging of articles from takeoffs, recipes, uploading plans, scaling, and much more

Dan C avatar Matt Govett avatar Dustin Elliott avatar +4
94 articles in this collection
Written by Dan C, Matt Govett, Dustin Elliott and 4 others
General

Estimate and Job costings Excel export

How to get clean excel data out of your estimate or job
Dan C avatar
Written by Dan C
Updated over a week ago

Sharing an estimate to another Buildxact account

This is how you grab an estimate from one account and copy it into another account.
Dan C avatar
Written by Dan C
Updated over a week ago

Setting up the Estimate Categories and adding items

You can amend or edit the estimate categories to suit your project
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Screen Presence - See who is working on the same Estimate at the same time

Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Reorder Estimate Items and Estimate Categories

This guide will show you how to reorder your estimate items and estimate categories.
Ryan Noonan avatar
Written by Ryan Noonan
Updated over a week ago

How to move estimate items between cost categories

Moving items between categories in the same estimate
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

How to do framing

How to do framing from simply to detailed
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Open an Accepted Estimate for changes

This guide will explain how you can unlock an Accepted Estimate to make further revisions
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Uploading estimates with Excel

If you have your estimates in an Excel format they can be imported into Buildxact using our excel template.
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Uploading documents and images to Buildxact

Save documents, images and more to keep track of and share with your customer via the Client Portal
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

How to delete items in bulk

This is a work around to be able to delete items from a list quickly
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Printing/emailing a bill of quantities

If you want a copy of your quanities for youself or a supplier you can export that
Matt Govett avatar
Written by Matt Govett
Updated over a week ago
Plans and Takeoffs

Uploading plans

Upload your plans into Buildxact in a few simple steps.
Matt Govett avatar
Written by Matt Govett
Updated this week

How to do footings

A guide on how to measure footings in Buildxact
Dan C avatar
Written by Dan C
Updated over a week ago

Cut and fill (earthworks) in Buildxact

How to get an idea of earthmoving volumes and costs in Buildxact
Dan C avatar
Written by Dan C
Updated over a week ago

How to upload a protected/ locked PDF to Buildxact

If you are receiving an error when uploading a PDF to Buildxact that is protected or locked, this guide will show you how to handle this.
Kate Cromie avatar
Written by Kate Cromie
Updated over a week ago

Checking accuracy of scaling and measuring plans

When scaling plans you want to make sure that what you have measured is accurate
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Naming uploaded plans

Naming plans makes them easier to find and use
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Help on scaling

Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Scaling plans

Scale plans using the Buildxact Take Off tool
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

How to organise plans

Rotate and flip plans, or delete those you don't need
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

How to print/export takeoffs & plans

How to print/export the higlighted takeoff drawings to give to someone
Dan C avatar
Written by Dan C
Updated over a week ago

Removing the linked measurement from an Estimate Item

This guide will step you through how to remove a linked measurement from an estimate item
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Take off Toolbar

Tips and tricks on how to use the tool bar when drawing take offs
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Changing takeoff colours

I am having trouble seeing the colours when I draw, can I change the colours?
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

How to measure raked walls in m2

If you have a raked wall, heres how to meausure it in m2
Dan C avatar
Written by Dan C
Updated over a week ago

Take off measurement for m³

You can do take of measurements in cubic metres
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

How to take off m² for cladding

Using the m² tool allows you to measure materials to clad walls
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

How to take off m² for Plasterboard

Using the m² tool allows you to measure materials to line walls
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

How to take off m2 for Roofing

Using the m2 tool allows you to measure materials for roofing
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Vertical M2 takeoffs

How do I do takeoffs for wall area? Like tiling or plaster?
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Plans without dimensions

You may have received plans with no dimensions, with this solution you can scale these plans
Matt Govett avatar
Written by Matt Govett
Updated over a week ago
The Quote letter

Updates to sharing your Quote with your Client

We have made some improvements to the Quote Letter page to improve your experience when sharing your quote with your client.
Ryan Noonan avatar
Written by Ryan Noonan
Updated over a week ago

Producing your quote and sharing it to your client

How to edit your quote and the methods by which you can share it to your client
Dan C avatar
Written by Dan C
Updated over a week ago

The quote letter layout options

Customising your quote letter
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

What changes can I make to each section of my customisable layout Quote?

Editing each section of your customisable quote letter
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

How to use digital acceptance when sharing quotes

You can elect to use digital acceptance when sharing quotes via the client portal or email.
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Advanced editing in the customisable layout for Quotes

How to use advanced editing in your quote letter
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Customizable Quote Letter Commands Cheat Sheet

Full list of of commands available for users to pull data through to the customisable quote letter.
Elliot Connell avatar
Written by Elliot Connell
Updated over a week ago

Custom Templates - Showing Specification images inline with description

We will go over how you can get your Custom Templates Specification section to appear how it used to with the images inline with the text
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Custom Templates - Specification Layout to show text when there isn't an Image

We will go over how you can get your Specification layout to only show text when there isn't an image using the advanced editing.
Elliot Connell avatar
Written by Elliot Connell
Updated over a week ago

How to upload and edit images in customisable layouts for quotes

Customise your quote with images to convey your brand
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Checking the size of a image to use in your Quote letter

How to check the size of an image you are wanting to upload to your Quote letter
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

How to handle optional extras

Showing things to your client that are optional like upgrades for example
Dan C avatar
Written by Dan C
Updated over a week ago

Custom Templates - Docking Specification Images to top of section.

We will go over how you can get your Custom Templates Specification section to appear with the specification images docked to the top.
Elliot Connell avatar
Written by Elliot Connell
Updated over a week ago
Templates and copying estimates

How to subscribe to estimate templates provided by your suppliers/dealers

Get prepopulated estimate templates to speed up your quoting
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Create an estimate from a job

How to copy actual costs from a job and make it into an estimate
Dan C avatar
Written by Dan C
Updated over a week ago

Copy Categories and Items from Estimates to a Template

Copy categories and items from an existing estimate to a new or existing template
K
Written by Kalya Ryan
Updated over a week ago

Add an existing category to an estimate template

Learn how to reuse a category from an existing template when creating a new estimate
K
Written by Kalya Ryan
Updated over a week ago

How to save a Quote layout for reuse

The new Quote letter - Released 06/04/2021
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Preset / Template Guide Master List

A master list for all guides relating to the different presets and templates available within Buildxact.
Elliot Connell avatar
Written by Elliot Connell
Updated over a week ago

How to delete a quote layout you no longer need

The new Quote letter - Released 06/04/2021
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Setting a default estimate template

You can set up estimate templates in Buildxact, and even nominate one to be your default template
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Creating an estimate template

The best practice guide to creating estimate templates to speed up your quoting
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Copying an estimate or template

Why and how to copy estimates and templates
Matt Govett avatar
Written by Matt Govett
Updated over a week ago