Repeatedly entering the same data into a Buildxact estimate is time you could spend on a project instead of glued to a screen. Buildxact allows you to customize estimate templates to include your own categories and items with your specific costings and quantities. This will save you a huge amount of time as there’ll be no more data double up and having to start estimates from scratch. It’s also possible to set up multiple templates for all your different types of projects.
Setting up templates in Buildxact
At Buildxact we’ve designed a simple way to set up templates and customize each one to suit your different jobs. There are three ways this can be done:
1. Manually from scratch
2. By adjusting an existing Buildxact template
3. By importing your own Excel template into the Buildxact system
Whichever method you choose, these will all be added to the ‘Templates’ section under Estimates in Buildxact.
Save time with customized templates
Just click on ‘Estimates/Templates’ and choose from one of your existing files and tweak accordingly. Or if you want to create a new template, just click on the New Template green button on the right-hand-side and away you go.
For more information about creating templates and answers to some FAQs, see: http://help.buildxact.com/en/articles/3038614-3-ways-to-create-a-template