Estimating Software · Documentation

TX1 User Guide

A complete, section-by-section reference for the TX1 estimating platform. Cost build-up, resources, markup, formulas, carbon and more — every formula documented, every screen explained.

All Sections

00Getting StartedOrient yourself in TX1 — install, log in, and learn the main window.4 topics→01Core ConceptsThe vocabulary, hierarchy and cost pipeline that underpins every feature.5 topics→02ProjectsCreate, configure and organise the projects that hold your estimates.5 topics→03ResourcesDefine the labour, material, plant and subcontract rates your estimates draw from.8 topics→04Direct CostsBuild the hierarchy of priced items that makes up the work.8 topics→05OverheadsA separate cost pool with its own breakdown and apportionment engine.4 topics→06Markup, Margins and Sell RatesHow direct costs and overheads become the price you quote.7 topics→07Formula EngineSpreadsheet-style formulas with 70+ functions, references and parametrics.8 topics→08Code SetsCost codes, hierarchies and cross-allocation views.3 topics→09Carbon EmissionsGHG Protocol Scope 1/2/3 tracking alongside cost.6 topics→10TemplatesReusable blueprints with optional embedded resources.5 topics→11Master LibraryCentral organisational repository of resources and templates.4 topics→12Reports and DashboardSummary views, dashboards and PDF outputs.4 topics→13Import / ExportExcel, CSV, JSON and .tx1 package workflows.4 topics→14NotesProject notes, rich text and embedded images.2 topics→15Admin and SecurityUsers, roles, folder permissions and password recovery.3 topics→16Settings and PreferencesApplication-wide and per-user configuration.2 topics→17Advanced WorkflowsEnd-to-end walkthroughs, copy assist, find-and-replace and clipboard.4 topics→18TroubleshootingCommon issues and database backup/restore.2 topics→99AppendicesGlossary, function quick reference, keyboard shortcuts and master formula list.4 topics→

Reading Paths

Choose the path that matches your role. Each is a curated sequence of topics that will get you productive fast.

New estimator

00.1 → 00.4 → 01.1 → 01.5 → 17.1

Senior estimator (rates & markup)

03 → 06 → 07 → 08

Administrator / team setup

15 → 11 → 16

Sustainability / ESG

09 → 12.3 → 13