EstimatorXpress FAQs

Creating a Custom View in EstimatorXpress
Creating and using a Custom View is fairly straight forward and allows you to control what information is displayed within the View Resources Output screen. To create the Custom View simply open the EstimatorXpress Options window. If you are using Office 2007 this can be found by clicking the Office Icon at the...
Wed, 21 Sep, 2016 at 1:51 PM
Synchronising Price Books
All Estimates contain a copy of the Master Price Book in the state it was in when the Estimate was created.  When the Master Price Book is changed these changes are not automatically applied to the Price Book within an Estimate. You can synchronise the Price Book in an Estimate either to or from the...
Wed, 21 Sep, 2016 at 2:11 PM
Creating your own Area based Workbook
If you find that you need to estimate something that is not covered by standard workbooks why not create your own? One way to do this is to modify one of the blank template Workbooks and save it for future use.  In the following example, we are going to use the...
Fri, 3 May, 2019 at 6:11 PM
Mastering the Mass Editing Tools in EstimatorXpress
The Mass Editing Tools allow you to directly edit the prices of existing resources as well as edit adjustments and their VAT rate. The Mass Editing Tools drop-down menu can be found in the Price Book tab within an estimate and within the Price Book in My Settings. Edit Prices...
Fri, 7 Oct, 2016 at 3:08 PM
Changing the Font settings within the EstimatorXpress Quote Wizard
The first step in changing the Quote Wizard font settings is to open your estimate and go to the Reports tab. In version 8.05 onwards you will now find the Quote Wizard by clicking the button labelled Word Printouts. For this example I’m using Quote Wizard by Build Phase, however,...
Mon, 10 Oct, 2016 at 11:35 AM
Add Multiple Resources in the View Resources Output Screen
This quick tutorial will show you how to easy add multiple resources to the sundry items section of a workbook in the Resources Output Screen. Within your estimate open the workbook (and then the worksheet) which you are going to add your extra resources into. When you have the worksheet open click...
Mon, 10 Oct, 2016 at 11:50 AM
Print a labour or material only quote
Although EstimatorXpress costs material, labour and plant as default it's possible to print a labour or material only quote from an estimate. With your estimate open click on the Reports tab (under the main). Then click the Customer Quotes drop-down button and then Quote Wizard by Workbook. Click the More button...
Mon, 10 Oct, 2016 at 11:57 AM
Getting more out of the Quote Wizard
If you are looking to get more out of the Quote Wizard clicking the more button is a good place to start. Clicking this button will give you access to additional options to tailor your customers quote. The first thing you will notice after clicking the “More” button is you...
Tue, 21 Jul, 2015 at 3:58 PM
How to reset a report
If you've got yourself in a pickle with a report and you’re not sure what you’re looking at anymore, you can reset your report back to its original state! First close the report by clicking the Close Report button (first button on the left of the top menu). This will take you back to...
Mon, 10 Oct, 2016 at 1:53 PM
How to back up and import estimates
Backing up estimates To back up a single estimate or all estimates first open EstimatorXpress and click on My Estimates. Then on the top menu click Import/Backup Estimates. This window will pop up. Click Backup to back up a specific estimate.or estimates. Tick the estimate/s you want to back up...
Mon, 10 Oct, 2016 at 3:00 PM