Not sure where to start? 
Click the video on the right for a brief welcome and intro.

If you like where it’s heading you can stay tuned for the whole online course which gives you a great overall understanding of the system!

Else, we’ve broken it down into individual videos below so you can pick just the bits you need.

Video Workshop


System setup

Leads and getting started

Starting an estimate

Downloading the demo plans


Loading the plans and scaling

Intro to costing

Basic M2 takeoff

Reusing measurements, wastage and rounding

Markup, tax and sell price

Redistribution and selecting allowances (PC/PS), specifications and timeline items

Vertical M2 takeoff

Pitched M2 takeoff

Basic LM takeoff

Counting items EA takeoff

Basic M3 takeoff

Request for quote

Intro to recipes


Producing a quote

Creating a Job


Purchasing and Receiving Costs

Work Orders and Internal Costs

Variations (Settling PC or PS items)

Contract Invoicing

How to connect your accounting software

Other helpful videos

Deputy Timesheeting

Cost Plus Invoicing

Completion Percent Invoicing and Retention

Setting up decking and flooring recipes

Setting up framing recipes

How to build a brick recipe

How to build a cladding and insulation recipe

Setting up and using the client portal

Using the client portal as a customer

Help & Support

If you need further help or have any questions at all about Buildxact, please call our Support team on 0800 359 817 (Monday to Friday, 9am to 5pm) or click here for all your support options.