Learn how to create your first estimate in Builder Expert. #
This guide walks you through starting a new project, selecting templates, adding materials and labour, and reviewing your total costs before saving or sharing your estimate.
- Log In to Your Account
First, log in to your Builder Expert dashboard here:
🔗 https://app.builderexpert.uk/login - Navigate to the Estimates Tab
From your dashboard, go to the top main menu and click on Estimates.
This section gives you access to all your existing estimates and allows you to start a new one from scratch or from a saved template. - Create a New Estimate
Click Create Estimate in the top right corner of the Estimates page.
This will open a new estimate form where you can enter your project details, select templates, and start adding materials and labour items. - Add or Select Client Details
Add a new client or select one from your existing list. The client’s information will automatically appear on your Estimate Welcome Page, ensuring your estimate is personalized and ready for sharing. - Adjust Estimate Settings
In the estimate settings section, tick the boxes to define what is included in your quote and what is supplied by the customer.
These selections will automatically appear on the Estimate Front Page, giving your client a clear breakdown of responsibilities and inclusions.
- Adjust Deposit and Retention Payments
Set your deposit and retention payment values as needed. These adjustments will automatically update your Payment Schedule, ensuring accurate cash flow tracking and client transparency.
- Save Your Estimate
Once all details are complete, click Save in the top right corner.
Your estimate will be securely stored in your dashboard and can be viewed, edited, or shared anytime.
- Open Your Newly Created Estimate
Go back to the Estimates tab in the top menu and open your newly created estimate.
From here, you can review all project details, make edits, or generate a client-ready version.
- Add a New Sheet
Click Add Sheet and give it a name — for example, Foundations, Roofing, or Electrical. Each sheet represents a specific building phase, allowing you to organize tasks, materials, and costs clearly within your estimate.
- Add Tasks to Your Sheet
Inside your sheet, click Add Task and select the phase and specific task you’d like to include.
You can add multiple tasks within the same sheet to cover all work stages and related costs for that phase.
- Insert Quantities
Enter the quantity you want to calculate for each task.
The system will automatically total all included resources, materials, and labour costs, giving you an accurate overall price instantly.
- Auto-Save and Access Your Estimate Anytime
All your calculations are automatically saved, so nothing is lost.
You can return to your estimate anytime from the Estimates tab or directly through your main dashboard to review, edit, or update project details.