EstimatorXpress FAQs

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...

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...

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...

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...

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,...

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...

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...

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...

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...

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...