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Estimate workbook

Price a BuildX Studio job's takeoff rows with material and labor rates, add markup, read the Bid summary, and export the workbook as CSV.

View as Markdown

Each Studio job has one estimate workbook at studio.mybuildx.com/projects/<project-id>/estimate, titled Price the measured work. Open it from the project page with Estimate. Every takeoff row on the job’s drawing files becomes a workbook row.

What you can do

  • Enter Mat / unit and Labor / unit rates on each row. They save automatically.
  • See a row’s math in the fx bar.
  • Filter rows by category tab.
  • Set a markup percent and read the Total bid in the Bid summary.
  • Export CSV of the rows.

Price the rows

  1. Open the job and click Estimate.
  2. Check the four numbers at the top: Workbook rows, Rows priced, Direct cost, Total bid.
  3. Click a row. The fx bar shows how its total is calculated.
  4. Type a material rate in Mat / unit and a labor rate in Labor / unit. Press Enter or click away to save. The badge next to the title shows Saving…, then Saved. If you type something that isn’t a non-negative number, Studio shows “Invalid rate” and puts the old value back.
  5. The Total column fills in: quantity × (material + labor). If a row has no material or labor rate but has a unit rate set in the takeoff Export dialog, the total is quantity × unit rate. A row with no rates stays blank.

Each row also shows its status (Unmarked, Measured, Priced, Reviewed, or Accepted) and a link to the submittal and drawing file it came from.

Add markup and read the bid

The Bid summary card shows:

  • Direct cost with how many rows are priced.
  • Markup covers overhead and profit: type a percent (it starts at 10).
  • Total bid = direct cost plus markup.

Unpriced rows are left out of the direct cost, and the card tells you how many.

Export

Click Export CSV. The file has Description, Category, Qty, Unit, Mat per unit, Labor per unit, and Total for the rows in the current tab. It’s named estimate-YYYY-MM-DD.csv.

Drywall material order

When the rows include drywall quantities Studio can expand, a read-only Drywall material order card lists the materials to order.

Good to know

  • Rows come from takeoff. If there are none, you see “No takeoff measurements yet”. See Takeoff for how to add rows.
  • If the job has no drawing files yet, you see “No takeoff sheets on this job yet” with Add a submittal.
  • The markup percent isn’t saved. It goes back to 10 when you reload the page.
  • Rates you set here also feed the Unit Rates library, and rates you edit there change the matching row here.
  • The workbook has no PDF proposal, allowances, alternates, or customer share link. To send a customer a priced proposal, build an estimate in MyBuildX (Estimates and proposals). The two don’t share numbers.