Estimating

How to do framing

How to do framing from simply to detailed

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 over a week ago

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 over a week ago

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 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

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