These videos are essential viewing if you're running EstimatorXpress 2019 or later.
Learn how to estimate new builds, extensions, lofts, timber frame and renovation work using the Quote Templates in EstimatorXpress. Find out how to tailor your price book and specifications and how to use a whole host of other features including data reports and the customer quote.
In this video, we show you how to estimate a new build using a Standard Job Template in EstimatorXpress. Using a Standard Job Template will allow you to create your estimates in a fraction of the time, quickly and easily.
Tue, 12 Oct, 2021 at 12:15 PM
In this video, we show you how to create an estimate for renovation work using a custom job template. Custom job templates can be used to estimate work when a standard job template is not suitable. For example, a custom job template can be selected for work such as loft...
Tue, 17 Sep, 2019 at 2:22 PM
In this video, we show you how you can use a custom job template to estimate the construction of a new build loft or the conversion of a loft in an existing building. At the bottom of this page, underneath the video, you'll find some checklists to help you...
Tue, 9 Jun, 2020 at 11:10 AM
In this video, we show you around the quote settings and explain how to set up the customer quotation so it’s presented exactly the way you want. We demonstrate - among other things - how to insert your company logo, how to edit the wording and how to set the inflation...
Wed, 8 May, 2019 at 11:19 AM
In this video, we show you how to open and review the various data reports in EstimatorXpress. We demonstrate how to edit the reports by adding and removing data fields, using filters and showing or hiding rows and subtotals. We also show you how to print and export the reports.
Tue, 21 May, 2019 at 12:56 PM
In this video, we show you how to import your PlansXpress drawing and complete your estimate in EstimatorXpress, by adding items such as preliminaries and subcontractor quotations.
Fri, 24 May, 2019 at 2:30 PM
In this video, we show you how to review and edit the labour rates in the Master Price Book to match what you pay your labourers.
Fri, 7 Jun, 2019 at 2:46 PM
In this video, we show you how to adjust the material prices in your Price Book to match the prices you pay. We demonstrate how to set up the price changes as adjustments so that the prices in your software track market fluctuations.
Fri, 14 Jun, 2019 at 8:31 AM
In this video, we show you how to add your own resources to the price book. We demonstrate adding a material to the price book, but the process is very similar if you want to add a labour, plant, subcontract or sundry resource to the price book.
Fri, 14 Jun, 2019 at 9:30 AM
In this video, we demonstrate how to change the resource specified for a particular task, within a specification. You can swap any resource, be it a material, labour or plant item.
Fri, 14 Jun, 2019 at 1:06 PM