A wide ranging of articles from takeoffs, recipes, uploading plans, scaling, and much more
By Matt and 6 others7 authors98 articles
Estimate and Job costings Excel export
How do I share an estimate to another Buildxact account?
Setting up the Estimate Categories and adding items
Screen Presence - see who is working on the same Estimate at the same time
Reorder Estimate Items and Estimate Categories
How to move estimate items between cost categories
How do I do framing?
How do I open an accepted estimate to make changes?
Uploading estimates with Excel
Uploading documents and images to Buildxact
How do I delete items in bulk?
Printing/emailing a bill of quantities
Uploading plans into Buildxact
How to do footings
How do I do basic cut and fill (earthworks) in Buildxact?
Improvements to the takeoff experience
How to upload a protected/ locked PDF to Buildxact
Checking accuracy of scaling and measuring plans
Should I use a naming convention for my uploaded plans?
How do I do scaling?
How do I scale plans in Buildxact?
How do I organize my plans?
How do I print/export takeoffs & plans?
Removing the linked measurement from an Estimate Item
What is the takeoff Toolbar?
How do I change the takeoff colors?
How to measure raked walls in m2
Takeoff measurement for m³
How do I use the m² tool to do a takeoff for wall cladding?
How do I take off m² for plasterboard?
How do I take off m2 for Roofing?
Vertical M2 takeoffs
Plans without dimensions
Estimate and Template Price Alerts
Linking a catalog item to an estimate
How do I import price / item catalog from Excel
How to Export Recipe and Item Catalogs
Updating catalogs and the consequent updates throughout your account
How to remove duplicates from your Excel price file
Using 'Update Linked Items' to re-link catalog items
Adding Item Codes to Catalog items
Hiding the Buildxact Pricelists/Catalogs
Managing linked catalog items
Request for Quote (RFQ) from Estimates
How to quote request an entire estimate
Extending a request for quote deadline
Request For Quotes - Reminders and status meanings (RFQ)
Updating a quote request on behalf of the trade/supplier
Adding and removing items to/from a draft RFQ
How to reply to a request for quote (RFQ)
Why are there additional items within my Quote Requests (RFQs)?
How to produce your quote and share it to your client
The quote letter layout options
What changes can I make to each section of my customizable quote letter layout?
How to use digital acceptance when sharing quotes
Advanced editing in the customizable quote letter layout
Customizable Quote Letter Commands Cheat Sheet
Custom Templates - how do you show Specification images inline with description?
Custom Templates - Specification Layout to show text when there isn't an image
How to upload and edit images in customizable layouts for quotes
Check the size of an image to use in your quote letter
How to handle optional extras
Custom Templates - Docking Specification Images to top of section
How to subscribe to estimate templates provided by your suppliers/dealers
Create an estimate from a job
Copy Categories and Items from Estimates to a new estimate template
Add an existing category to a new estimate
How to save a Quote layout for reuse
Preset / Template Guide Master List
How to delete a quote layout you no longer need
Setting a default estimate template
Creating an estimate template
Copying an estimate or template