Buildxact Virtual Assistant: takeoffs done, you price
For residential builders, renovators and trade contractors quoting off Buildxact, who are losing weekend nights to takeoffs and purchase orders instead of pricing the next job.
What your VA actually does inside Buildxact
Digital takeoffs
Plans uploaded to Buildxact, scale set, then quantities measured with the takeoff tools: lengths for footings and framing, areas for slabs, render and roofing, counts for windows and doors. The measured quantities flow straight onto the estimate so you're pricing real numbers, not a guess off the drawing.
Estimate build
The estimate assembled from your saved templates and recipes, line by line under the right cost categories, with takeoff quantities dropped into each item. The VA builds it to the point where every line has a quantity and a supplier; you set the rates and the margin.
Price list and recipes
Your Buildxact price list kept current: supplier prices updated when quotes land, dead items archived, and assemblies (recipes) maintained so a standard wall or bathroom prices itself the same way every time instead of being rebuilt from scratch.
Purchase orders and work orders
POs raised against the estimate schedule and sent to suppliers and subbies, order numbers logged, and deliveries tracked so the job file shows what was ordered against what was budgeted, not a shoebox of emailed confirmations.
Supplier quote requests (RFQs)
Requests for quote sent to your suppliers, including the integrated supplier catalogues where you've connected them, then the returned prices entered against the right estimate lines so you're comparing like for like before you commit.
Quote and proposal output
The client-facing quote letter and proposal formatted to your branding, inclusions and exclusions checked against the estimate, and the document sent for signature so the version the client sees matches the numbers you actually priced.
Job costing and budget tracking
Supplier invoices and actual costs entered against the job so Buildxact's estimate-versus-actual view stays live. The VA flags any cost category drifting over budget, by line or by category, while there's still room to act on it.
Progress claims and invoicing
Progress claims and invoices raised off the schedule on your billing stages, then pushed to Xero or MYOB through the accounting sync so you're not keying the same invoice into two systems.
Nobody searches “buildxact virtual assistant” for fun. You search it because the jobs are stacking up, the plans are sitting in your inbox, and the only time you get to do a takeoff is after the kids are down. Buildxact is good software. The problem isn’t the tool, it’s that you’re the only person driving it.
Buildxact does the hard part well. Upload a PDF plan, set the scale, and you can measure a takeoff in clicks instead of scaling off paper with a wheel. The quantities flow onto the estimate, the estimate becomes a quote, the quote becomes purchase orders, and job costs track back against what you estimated. The workflow is genuinely joined up. What most small builders are missing is a second pair of hands to run it every day so quoting stops being a weekend job.
What a VA actually does inside your Buildxact
It starts with the plans. A new set comes in, your VA uploads it, sets the scale off a known dimension, and works through the takeoff: lengths for footings and framing, areas for the slab, render and roof, counts for windows and doors. Buildxact carries those quantities straight onto the estimate, so by the time you open it, every line has a real number behind it rather than a figure you eyeballed at 11pm.
Then the estimate gets built out. Your saved templates and recipes do the heavy lifting, a standard wall, a typical bathroom, your usual subfloor, and the VA assembles the job line by line under the right cost categories with a supplier against each item. They build it to the edge of the pricing decision and stop. The estimate is prepared; you set the rates and the margin. That’s the line, and it’s a deliberate one.
Around that sits the supply side. Requests for quote go out to your suppliers, including the integrated catalogues where you’ve connected them, and when prices come back the VA enters them against the right lines so you’re comparing like for like. Your Buildxact price list gets kept current instead of slowly going stale: new supplier prices in, dead items archived, recipes maintained so the same wall prices the same way every time. When you commit, purchase orders and work orders get raised off the schedule and sent, order numbers logged, deliveries tracked.
Once the job is running, the VA keeps the cost picture honest. Supplier invoices and actual costs get entered against the job so Buildxact’s estimate-versus-actual view stays live, and anything drifting over budget gets flagged by line or by category while you can still do something about it. Progress claims and invoices come off the schedule on your billing stages and sync through to Xero or MYOB, so the same invoice isn’t keyed into two systems.
What stays with you
Pricing. Margin. The buildability calls, the variations a client tries on, the read of whether a plan is even worth quoting. None of that moves. A VA gets the estimate to where every line has a quantity and a supplier, and hands you a job to price, not a decision to make on your behalf.
And here’s the part that makes builders comfortable: Buildxact’s Financial role is essentially a switch for showing or hiding gross profit, separate from estimating access. So your VA can have full rights to measure takeoffs, build estimates, raise purchase orders and track costs while your margin stays hidden from their view entirely. Some builders don’t bother once they trust the person. Others keep it off as a matter of course. The work is identical either way, and you decide before anyone touches the account.
The honest bit
Two things worth saying straight. First, the takeoff is only as good as the plan: a poorly dimensioned PDF or a missing scale means the VA flags it back to you rather than measuring a fiction, and that’s the right call, not a slow one. Second, the role you give them matters. Buildxact ships eight access roles, and the full set only appears on the Teams plan; the Pro plan exposes Owner, Administrator and Supervisor. We place a VA on an Estimator or Supervisor seat, never Owner or Administrator, so they can do every task above without holding the keys to your user management. On the upside, Buildxact charges per plan rather than per head, so adding the VA’s seat doesn’t lift your bill.
What it costs and where to start
Buildxact estimating and job admin sits on our admin tier, $12-17 AUD an hour excl GST, typically 8-15 hours a week for a small residential builder or busy trade contractor. The estimating-heavy work, takeoffs and structured estimate build, can step up to the specialist tier at $18-25 where the volume and complexity justify it. Placement takes 7-10 business days, with 5-7 days supervised inside your Buildxact before solo work, a 30-day recalibrate-or-replace guarantee, and no lock-in beyond 14 days notice.
If you want the wider view, the trades page goes deeper on how this fits a building business, and the VA cost guide lays out the full pricing picture. Otherwise book a discovery call with Jenn, who will tell you straight if your job pipeline is ready for a VA yet. Bring a recent set of plans and your price list. We’ll find the hours that get your quotes out on time.
Industries that run on Buildxact
The tasks this usually covers
Buildxact VA questions
Can a virtual assistant actually do takeoffs, or just the admin around them?
The takeoffs themselves. Buildxact's takeoff tools are point-and-click measurement off an uploaded PDF, and that's exactly the kind of careful, repeatable desk work a trained VA does well: set the scale, measure the lengths, areas and counts, and let the quantities flow onto the estimate. What stays with you is the judgement: the rates, the margin, the buildability calls and anything that needs a builder's eye on the plan. The VA gets the estimate to the point where every line has a quantity and a supplier, and hands you a job to price rather than a blank screen.
Will the VA see my margins and what I make on a job?
Only if you want them to. Buildxact's Financial role is essentially a show or hide switch for gross profit, separate from the estimating access. So a VA can have full rights to build estimates, raise purchase orders and track costs while gross profit stays hidden from their view. Plenty of builders are relaxed about it once they trust the person; others keep the margin off, and the work is identical either way. You decide on the discovery call, and we set the role to match before any solo work starts.
Does the VA know Buildxact, or am I training someone from scratch?
Honest answer: Buildxact is widely used by Australian residential builders, so candidates with real Buildxact hours exist and where we can match you with one, we do. If the closest strong match has done the same workflow on a similar estimating platform instead, we'll say so on the call rather than dress it up. Either way the ramp is the same: 5-7 days supervised inside your account before solo work, starting with takeoffs and price list maintenance, with purchase orders and job costing added once the basics are clean. You sign off before they go solo.
Can the VA push invoices and progress claims into my accounting software?
Yes, that's a core part of it. Buildxact syncs with Xero and MYOB, so progress claims and invoices raised off the job schedule flow through to your accounts without being keyed twice. The VA raises the claim on the billing stage, checks it against the schedule, and pushes it across. Where suppliers are connected, they also keep purchase orders and supplier invoices reconciled against the job. The accounting side stays yours to approve; the VA does the entry and the chasing.
I'm a small builder doing two or three jobs at a time. Is a VA overkill?
That's the profile this fits best. If you're quoting at night because the days go to site, every takeoff and purchase order you do after dinner is a quote that goes out late or not at all. Start at 8-10 hours a week: takeoffs measured, estimates built to template, the price list kept current, POs raised. You come back to a job that's ready to price instead of a plan you haven't opened. For a two or three job builder, the VA isn't overhead, it's the quotes you're currently too flat out to send.
Book a free discovery call
30 minutes with Jenn, the founder. Tell her you run Buildxact and what's eating your week; she'll tell you honestly what a VA can own inside it, what it costs, and whether it makes sense.
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