Go to Buildxact
All Collections
Estimating
Estimating
A wide ranging of articles from takeoffs, recipes, uploading plans, scaling, and much more
+7
92 articles in this collection
Written by
Luke Bongiorno,
Dan C,
Matt Govett
and 7 others
General
Estimate and Job costings Excel export
How to get clean excel data out of your estimate or job
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.
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
Written by
Matt Govett
Updated over a week ago
Screen Presence - See who is working on the same Estimate at the same time
Written by
Netra Alexander
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.
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
Written by
Luke Bongiorno
Updated over a week ago
How to do framing
How to do framing from simply to detailed
Written by
Luke Bongiorno
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
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.
Written by
Corryn
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
Written by
Corryn
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
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
Written by
Luke Bongiorno
Updated over a week ago
Estimate Details
Estimate/Job Details tab
See what information you can save/set up in Details tab before you begin putting together your project
Written by
Matt Govett
Updated over a week ago
How to change an estimate/job number
Buildxact creates project numbers in sequential order. The job number mirrors the estimate number that is auto generated by Buildxact
Written by
Matt Govett
Updated over a week ago
Plans and Takeoffs
How to measure raked walls in m2
If you have a raked wall, heres how to meausure it in m2
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.
Written by
Kate Cromie
Updated over a week ago
Take off measurement for m³
You can do take of measurements in cubic metres
Written by
Matt Govett
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
Written by
Matt Govett
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
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
Written by
Dan C
Updated over a week ago
Scaling plans
Scale plans using the Buildxact Take Off tool
Written by
Matt Govett
Updated over a week ago
Help on scaling
Written by
Luke Bongiorno
Updated over a week ago
Naming uploaded plans
Naming plans makes them easier to find and use
Written by
Matt Govett
Updated over a week ago
Uploading plans
Upload your plans into Buildxact in a few simple steps.
Written by
Matt Govett
Updated over a week ago
How to organise plans
Rotate and flip plans, or delete those you don't need
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
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
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
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
Written by
Matt Govett
Updated over a week ago
Vertical M2 takeoffs
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
Changing takeoff colours
I am having trouble seeing the colours when I draw, can I change the colours?
Written by
Luke Bongiorno
Updated over a week ago
Costing
Cut list measuring and ordering
How to measure timber/steel and define a "cut list" for it for ordering
Written by
Dan C
Updated over a week ago
How do I manage PC/PS/Allowance items?
How to add, display and change PC/PS/Allowance items
Written by
Luke Bongiorno
Updated over a week ago
Seeing the breakdown of tax and markup on an item
Getting a better view of the distribution of tax and markup on an item
Written by
Dan C
Updated over a week ago
How does Buildxact calculate it's costs
This guide will walk you through how Buildxact calculates the costs for all your items
Written by
Matt Govett
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
Matt Govett
Updated over a week ago
Markup/rounding/redistribution
Markup vs Margin
Why does Buildxact use Markup and not Margin?
Written by
Kate Cromie
Updated over a week ago
Default markup redistribution for PC/PS/Allowance items
How to alter the default markup redistribution for PC/PS/Allowance items
Written by
Dan C
Updated over a week ago
Charge out rate and markup
Working out what markup to apply to get to your charge out rate
Written by
Luke Bongiorno
Updated over a week ago
How to add Markup
There are three ways to add markup within the costings tab
Written by
Dustin Elliott
Updated over a week ago
How does redistribution work?
What options do we have for showing/moving markup in your quote
Written by
Luke Bongiorno
Updated over a week ago
PC/PS/Allowance items and redistribution
How can you use PC/PS/Allowance items and how we handle the markup
Written by
Luke Bongiorno
Updated over a week ago
How to add rounding in your final quote figure
How to add rounding in your final quote figure and where that rounding goes.
Written by
Luke Bongiorno
Updated over a week ago
Recipes
Recipe rounding
How to use UOM Min and UOM Inc to round the final quantities in your recipes
Written by
Dan C
Updated over a week ago
Advanced Buildxact Recipes
Recipes for cladding, insulation, bricks, framing, decking, joists, bearers and more.
Written by
Luke Bongiorno
Updated over a week ago
Creating and Loading 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
Dan C
Updated over a week ago
Can I split recipes into multiple cost categories?
How to reassign items via a recipe
Written by
Luke Bongiorno
Updated over a week ago
How to Convert Category Items to Recipes
This guide will show you the process for turning your existing category items into recipes via Excel
Written by
Ryan Noonan
Updated over a week ago
Catalogues/Price lists
Linking a catalogue item to an estimate
Written by
Sarah Abernethy
Updated over a week ago
How do I import price / item catalogue from Excel
This guide will explain how to import your own price / item catalogue from excel
Written by
Corryn
Updated over a week ago
How to Export Recipe and Item Catalogues
The purpose of this article is to step you through the process of exporting both Recipe and Item Catalogues.
Written by
Elliot Connell
Updated over a week ago
Updating catalogues and how that updates throughout your account
What effect does updating catalogues have on the recipes, templates and estimates within your account, and how to update linked items
Written by
Dan C
Updated over a week ago
How to remove duplicates from your Excel price file
Written by
Dan C
Updated over a week ago
Using 'Update Linked Items' to re-link catalogue items
How to Re-link out of date items in Estimate Costings
Written by
Dan C
Updated over a week ago
Adding Item Codes to Catalogue items
Written by
Sarah Abernethy
Updated over a week ago
Hiding the Buildxact Pricelists/Catalogues
If you want to hide the Buildxact pricelists/catalogues OR you're wondering why your Buildxact recipes are empty this article is for you.
Written by
Matt Govett
Updated over a week ago
Managing linked catalogue items
Easily see, change or remove catalogue items that are linked to your estimate
Written by
Sarah Abernethy
Updated over a week ago
Request for Quote
Quote Requests (RFQ)
Written by
Luke Bongiorno
Updated yesterday
How to quote request an entire estimate
The process of bulk selecting and bulk sending a request for quote
Written by
Dan C
Updated over a week ago
Extending a request for quote deadline
The purpose of the article is to go through the steps of extending the deadline for a Request for Quote.
Written by
Elliot Connell
Updated over a week ago
Request For Quotes - Reminders and status meanings (RFQ)
How to send a reminder to a supplier/contractor, how often automatic reminders are sent and what the quote request status means.
Written by
Kate Cromie
Updated over a week ago
Updating a quote request on behalf of the trade/supplier
What's to do when RFQ's are responded to by trades/suppliers outside of Buildxact?
Written by
Corryn
Updated over a week ago
How to reply to a quote request (RFQ)
This article is specifically for those receiving a quote request (RFQ) and covers what to do
Written by
Corryn
Updated yesterday
Additional items within Quote Requests (RFQ's)
If you get back a quote from a supplier in Buildxact and it has additional items this is what it means
Written by
Dan C
Updated yesterday
Specifications
Shrinking images for specifications
If you find that all the images you want to load are too big this link will help
Written by
Dan C
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
Order of specifications
Having the order of the specification match the estimate
Written by
Dan C
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
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
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.
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
Written by
Dan C
Updated over a week ago
The quote letter layout options
Customising your quote letter
Written by
Corryn
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
Written by
Corryn
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.
Written by
Corryn
Updated over a week ago
Advanced editing in the customisable layout for Quotes
How to use advanced editing in your quote letter
Written by
Corryn
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.
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
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.
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
Written by
Corryn
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
Written by
Corryn
Updated over a week ago
How to handle optional extras
Showing things to your client that are optional like upgrades for example
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.
Written by
Elliot Connell
Updated over a week ago
Templates and copying estimates
Create an estimate from a job
How to copy actual costs from a job and make it into an estimate
Written by
Dan C
Updated over a week ago
How to save a Quote layout for reuse
The new Quote letter - Released 06/04/2021
Written by
Corryn
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.
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
Written by
Corryn
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
Written by
Corryn
Updated over a week ago
Creating an estimate template
The best practice guide to creating estimate templates to speed up your quoting
Written by
Corryn
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
Versioning
Estimate versioning
What is estimate versioning and how should I use it
Written by
Corryn
Updated over a week ago