EstimatorXpress FAQs

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
Adding subcontract quotations
Subcontract quotations can easily be added to your quote using the Subcontract Quotations Workbook or by adding a Subcontract Resource as a Sundry Item to any Workbook. The easiest way to add subcontract quotations to your Estimate is to use the Subcontract Quotations Workbook. If the Workbook isn't already in your Estimate,...
Fri, 21 Oct, 2016 at 1:27 PM
Using the No. of items feature
EstimatorXpress® contains a feature which reduces the time it takes to estimate those items which don’t require you to enter dimensions -such as windows, doors, structural openings and certain plumbing and electric components. The No. of Identical Items feature in the Workbook Summary allows you to enter the quantities without...
Wed, 22 Jul, 2015 at 4:06 PM
Estimate cost Vs Quote cost
You may have noticed that the cost on the Summary Screen of an Estimate is different from the cost that appears in a Customer Quote. The reason for this is that the figure you see on the Summary page is what it'll cost you to execute the build and the figure you...
Mon, 1 Feb, 2016 at 4:13 PM
How to open a previously created Quote
If you have previously created a quote word document you can reopen this file and any others you may have created from within EstimatorXpress. To do this: 1. Open EstimatorXpress, click on My Estimates and then open your estimate. 2. Click the Reports tab. 3. Click Customer Quotes and then...
Fri, 11 Sep, 2015 at 11:05 AM
Using the Resource Wizard in EstimatorXpress Plumbing & Heating Edition
There’s more to the Resources Wizards than just pretty pictures! The Resources Wizards in Plumbing & Heating Edition Trade Edition are really handy, allowing you to quickly swap Resources and change the Quantities required. If you don’t already have Plumbing & Heating Trade Edition, you can upgrade by calling 0117...
Wed, 16 Sep, 2015 at 3:14 PM
Creating your own group of workbooks for new estimates.
You might have noticed that when you create a new estimate you can choose a pre-selected group of workbooks to use, for example there are groups for House, Renovation and Extension. You can create your own group of workbooks to help speed up estimating. To view the current groups of workbooks...
Wed, 16 Sep, 2015 at 3:55 PM
Add your own build phases in EstimatorXpress
Each resource used in an estimate is assigned to a Build Phase, these build phases are used in the estimate chart. Add your own Build Phases in EstimatorXpress Options. How to open EstimatorXpress Options varies depending on the version of Office you are using. You will first need to be...
Thu, 24 Sep, 2015 at 11:00 AM
How to create your own EstimatorXpress reports.
All reports in EstimatorXpress can be edited by dragging and dropping columns into and out of the report. Starting at the main menu click on My Settings and then My Reports. You will then see a list of all the reports already included in EstimatorXpress. The chart type reports at...
Fri, 18 Sep, 2015 at 11:51 AM
Explanation of columns in the View Resources Output screen.
John Rees
Tue, 21 Jul, 2015 at 10:57 AM