Associating Projects with Accounts

Torrey Rawlings Updated by Torrey Rawlings

Associating Accounts with Projects

Easily organize your projects by linking them directly to client accounts. You can now associate a client account with a project, create a new account from within a project, or start a new project directly from an account. This feature allows you to manage multiple projects for the same client efficiently and reduces the need to manually re-enter client details. It also makes it simple to create and track multiple proposals for the same client.

The ability to schedule projects in XactRemodel is available to users on the XactRemodel PRO subscription. To upgrade your subscription to XactRemodel PRO, contact our sales team at 1-833-352-9228.

Assigning an Account to a Project

When creating or managing a project in XactRemodel, you can assign an existing account to the project or create a new account directly from the client info section. Once associated, the project will appear under the account.

Steps to Assign an Account to a Project:

  1. Create or open a project.
  2. Edit client info.
  3. Under Client Account, choose an existing account from the dropdown menu, or select Create an Account.
    1. If creating a new account, input the account details and click Save Account.
  4. Any associated information, including the primary contact, will automatically populate the client info fields.
  5. Click Save.

Removing an Account from a Project

If you need to remove an account association from a project:

  1. Open to the project where you want to remove the account.
  2. Edit Client Info.
  3. Click the "X" next to the Client Account to remove the associated account.
    This action won’t delete the client info unless you select a new account to replace it.
  4. Click Save.

Creating a Project from an Account

You can also start a new project directly from a client's account to ensure all project details are correctly associated from the beginning.

Steps to Create a Project from an Account:

  1. Navigate to the Accounts page.
  2. Click on the account you want to add a project to.
  3. Within the account, click on the Projects tab.
  4. Click on New Project. The account and primary contact information will be linked automatically.

How did we do?

Managing your Contacts

Contact