EstimatorXpress Help Videos

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.

Getting Started - Changing the Usage Factor of a Resource in a Specification
In this video, we show you how to edit the usage of a material and a labour item from within a specification. Changing the usage factor allows you to alter how much of a material is used for a task or, in the case of labourer, how much time it...
Tue, 18 Jun, 2019 at 9:48 AM
Getting Started - Estimating Anything Using a Composite Estimating Calculator
In this video, we show you how to use the Composite Items estimating calculator to estimate a list of sundry items. As an example, we estimate the cost of installing a pond.  Please note that the Composite Items estimating calculator is not dimension-based. If you need to estimate a dimension-based...
Fri, 21 Jun, 2019 at 12:18 PM
Getting Started - Editing and Creating Your Own Mini-Spec Options
In this video, we show you how you can edit and create your own mini-spec options. Mini-specs allow you to choose certain product types when you’re creating a new job, including facing bricks, roof tiles, guttering systems, fascia systems and so on.
Wed, 3 Jul, 2019 at 1:29 PM
Getting Started - Editing the Building Regs Notes
In this video, we demonstrate how to review and edit the building regs notes. We also show you how to print or export the notes. Please be aware that all automatically generated notes are for guidance only. It is essential that you review and adapt them for your specific job....
Fri, 5 Jul, 2019 at 3:30 PM
Getting Started - Setting up the Stage Payment Schedule
In this video, we demonstrate how to set up the Stage Payment Schedule. We also show you how to use the Cash Flow Report which combines with the Stage Payments to help you project how cash will flow in and out of your business during the job.
Wed, 22 Jul, 2020 at 10:11 AM
Getting Started - Estimating Using a Timber Frame Specification
In this video, we talk you through estimating a job where timber frame is being used.
Fri, 12 Jul, 2019 at 11:52 AM
Adding a Quote for Solar Photovoltaic Panels to Your Estimate
In this video, we show you how to add a Solar PV Panel quote to your estimate in EstimatorXpress 2020. Our valued partner, Comera Energy, can provide a detailed quote for the Solar Panel PV system. Please note the Solar Panel Bonus Pack is only available with EstimatorXpress 2020 and...
Fri, 8 Oct, 2021 at 10:25 AM
Using the Rooms Section in a Quote Template
In this video, we show you how to use the Rooms section to estimate room-based tasks such as renovation work, fitting out, plumbing and electrics. Before watching this video, we recommend that you first familiarise yourself with estimating using a job template by viewing one of the relevant Getting Started videos....
Mon, 29 Nov, 2021 at 2:13 PM
Using Additional Templates in a Quote Template
In this video, we show you how to add an additional template to an existing Quote Template.  You can add an additional template in order to:  • add a projection to a house or bungalow to estimate a building design not covered by the standard job templates. • add a...
Mon, 29 Nov, 2021 at 2:14 PM
Applying Inflation to an Estimate in EstimatorXpress
In this video, we explain how the inflation calculations work in EstimatorXpress. We show you how to set your inflation rates and how you can apply inflation to your customer quotation. For advice on bringing today’s prices into an estimate, take a look at Updating an Old Job with Today's...
Tue, 16 Nov, 2021 at 11:52 AM