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Estimating
Estimating
+2
59 articles in this collection
Written by
Luke Bongiorno,
Daniel Conlon,
Matt Govett
and 2 others
General
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
Daniel Conlon
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
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
How to make changes to an Accepted Estimate
Written by
Matt Govett
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
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
Uploading estimates with Excel
If you have your estimates in an Excel format they can be imported 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
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
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
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
Matt Govett
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
Scaling plans
Scale plans using the Buildxact Take Off tool
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
Recipes
How to get the most from Buildxact recipes
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
Daniel Conlon
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
Markup/rounding/redistribution
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
Redistribution and PC/PS/Allowance items
How can you use redistribution to make PC/PS/Allowance items clearer for your customer
Written by
Luke Bongiorno
Updated over a week ago
Why does my markup amount change when I use the rounding function?
Written by
Luke Bongiorno
Updated over a week ago
Catalogues/Price lists
How to remove duplicates from your Excel price file
Written by
Daniel Conlon
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
Daniel Conlon
Updated over a week ago
Collapsing the main menu
This guide will walk you over a new feature that allows you to collapse the main menu on the left
Written by
Matt Govett
Updated over a week ago
Adding Item Codes to Catalogue items
Written by
Sarah Abernethy
Updated over a week ago
Hiding the Buildxact Pricelists
If you want to hide the Buildxact pricelist 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
How do I import price catalogue from Excel
This guide will explain how to import your own price catalogue from excel
Written by
Luke Bongiorno
Updated over a week ago
Linking a catalogue item to an estimate
Written by
Sarah Abernethy
Updated over a week ago
Costing
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
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
Quote Request
Quote Request (RFQ)
Written by
Luke Bongiorno
Updated over a week ago
Quote request to a Contractor/Supplier
Easily send out a quote request to multiple Subcontractors and Suppliers, which auto updates the quote with the winning contractor price
Written by
Matt Govett
Updated over a week ago
How to reply to a quote request
This article is specifically for those receiving a quote request and covers what to do
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
Templates and copying estimates
Setting a default template
You can set up several templates in Buildxact, and even nominate one to be your default template
Written by
Matt Govett
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
Printing the quote
How can I change what my client sees on the quote I produce?
Written by
Luke Bongiorno
Updated over a week ago
Printing your quote
All you'll need to know about printing your quote
Written by
Daniel Conlon
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
Specifications
Order of specifications
Having the order of the spcification match the estimate
Written by
Daniel Conlon
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
Versioning
Estimate versioning
What is estimate versioning and how should I use it
Written by
Daniel Conlon
Updated this week