Starting An Estimate In Buildxact

Tutorial

Starting an Estimate in Buildxact

Summary

This guide provides a step-by-step process for starting a job in Buildxact using a builder's template. It covers everything from navigating the Buildxact dashboard to uploading and scaling plans, ensuring accurate estimates, and organizing documents. Follow these steps to streamline your estimating process and manage your projects efficiently.

Step By Step Guide

  1. Introduction (00:00:00)
  2. Jacob from Campbell's Estimating Services introduces the tutorial.
  3. Navigating to Templates (00:00:25)
  4. Open the Buildxact dashboard.
  5. Go to Estimates and then Templates.
  6. Select the appropriate template and click Use this template to create a new estimate.
  7. Creating a New Estimate (00:00:55)
  8. Click Include template quantities.
  9. Enter a description, building type, job address, and client details.
  10. Click Create estimate.
  11. Loading the Estimate (00:01:40)
  12. Wait for the estimate to load with all items and prices.
  13. If it doesn't load automatically, go to Estimates and click on the job.
  14. Entering Estimate Details (00:02:23)
  15. Fill in estimate details, work location, client details, and notes.
  16. Upload documents like quotes for easy reference.
  17. Uploading and Managing Plans (00:03:10)
  18. Go to the Plans and Takeoff page.
  19. Upload plans and engineering documents.
  20. Delete unnecessary pages and set the scale for each plan.
  21. Setting Plan Scales (00:04:02)
  22. Delete unnecessary note pages.
  23. Set the scale based on the plan's indicated scale (e.g., 1:200).
  24. Check the scale accuracy by measuring known distances.
  25. Renaming and Scaling Plans (00:05:56)
  26. Rename plans for clarity (e.g., Site Plan, Floor Plan).
  27. Set and confirm the scale for each plan.
  28. Repeat the process for all relevant plans (e.g., elevations, sections).
  29. Uploading Engineering Plans (00:15:16)
  30. Add engineering plans and repeat the scaling process.
  31. Delete unnecessary note pages from engineering documents.
  32. Confirm the scale using known measurements from the plans.
  33. Finalizing the Setup (00:22:07)
  34. Ensure all necessary plans are uploaded and scaled.
  35. Close the plan upload window.
  36. Starting the Estimate (00:22:36)
  37. Begin the estimating process using the uploaded and scaled plans.
  38. Enter quantities and start cost estimations.

By following these steps, you can efficiently set up a job in Buildxact, ensuring accurate estimates and organized project management.

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