Estimating

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

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69 articles in this collection
Written by Luke Bongiorno, Dan C, Matt Govett and 5 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 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

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 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

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

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 delete items in bulk

This is a work around to be able to delete items from a list quickly

Written by Matt Govett
Updated this week

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 this week

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 this week

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 this week

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 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

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

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

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

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

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

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

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 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 this week

Catalogues/Price lists

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

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

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 Dan C
Updated over a week ago

Specifications

Order of specifications

Having the order of the spcification 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

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

Printing the quote

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 this week

Introduction to customisable layouts for Quotes

Customising your quote letter

Written by Corryn
Updated this week

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

The new Quote letter - Released 06/04/2021

Written by Corryn
Updated this week

How to upload and edit images in customisable layouts for quotes

Customise your quote with images to convey your brand

Written by Netra Alexander
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 this week

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

Advanced editing in the customisable layout for Quotes

How to use advanced editing in your quote letter

Written by Corryn
Updated this week

Templates and copying estimates

How to save a Quote layout for reuse

The new Quote letter - Released 06/04/2021

Written by Corryn
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 today

Versioning

Estimate versioning

What is estimate versioning and how should I use it

Written by Dan C
Updated over a week ago