Mastering Buildxact Ep.1: Getting Started with Your Estimating Template

Tutorial

Mastering Buildxact: Episode 01

Summary

Episode 1 of Mastering Buildxact explains two ways to start estimates using the Campbells Estimating Template: full template for a detailed, methodical approach or blank estimate for faster performance. Learn tips for automation, deleting unused sections, and improving quoting speed and accuracy.

How to Start Your First Estimate in Buildxact Using the Campbells Estimating Template

Starting your first estimate in Buildxact is a crucial step for accurate quoting and project success. The Campbell’s Estimating Builder Template simplifies this process, giving you a structured system to save time and improve accuracy. This guide explains two proven methods to begin your estimate and optimize your Buildxact setup for speed and performance.


Why Use The Campbells Estimating Template?

The Campbell’s Estimating Builder Template is designed for builders who want to quote faster and more accurately. It includes pre-built categories, cost codes, and automation features that reduce errors and improve efficiency. Using this template ensures consistency and professional results for every estimate.


Option 1: Full Template Method

Best for: Builders who want a detailed, methodical approach.


Steps

  1. Log into Buildxact and go to Estimates > Templates.
  2. Locate the Campbells Estimating Builder Template.
  3. Turn off “Show Buildxact Templates” for easier navigation.
  4. Click Use This Template.
  5. Tick Use Item Quantities for automation.
  6. Enter client details and click Create Estimate.
  7. Go to Estimate Costings and start building your quote.


Pro Tips

  • Delete sections you do not need, such as demolition, to improve speed.
  • Use the Take-Off Tab to auto-populate items linked to the build duration.



Option 2: Blank Estimate Method

Best for: Builders who want faster performance and less lag.


Steps

  1. Go to Estimates > Create New.
  2. Start with a blank estimate and enter project details.
  3. Add categories from Campbell’s template selectively:
  • Tick only the items you need.
  • Click Add Categories to insert them into your estimate.


Benefits Faster loading, less lag, and more control over included items.


Tips for Optimizing Performance

  • Remove unnecessary sections to reduce system load.
  • Ensure high-speed internet for smoother operation.
  • Use automation features like General Job Quantities for efficiency.


Resources and Next Steps

  1. Make sure you are signed up to the Campbells Estimating Builders Template
  2. Watch our Mastering Buildxact Tutorial Series
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