Getting Started
Frequently Asked Questions (FAQ)
System Requirements and Features
Company Info
Add Company Markup
My Pricing
Line Item and Pricing Data
Create Report Statements
Create a Project
Projects
Project Overview
Project Summary
Duplicate a Project
Reprice an Estimate
Sending Projects to Direct Supplier
Photo Attachments
XactRemodel Mobile: Import Contacts
Groups
Line Items
Studio
Getting Started
About Studio
Tools
Building an Estimate
3D View
View Levels in 3D
Reference Objects
Level Properties Underlay
Working with Levels
Multiple Floor Plans in Studio
Add Your Floor Plan to the Proposal Report
Rooms
Openings
Roofs
Scheduling
Company Schedule Setup
Adding Tasks to your Project Schedule
Creating a Project Schedule with Auto-Scheduling
Reports
Integrations
Release Notes
Upcoming Features
November 2023 New Features
2023 Release Notes
September 2023 New Features
XactRemodel PRO Release
February 2024 New Features
Account management
How do I cancel or change my subscription?
Account Deletion
How do I subscribe to XactRemodel?
Updating Account Info
How do I change my subscription if I am being billed through the App Store or Play Store?
Apple App Store
Google Play Store
Desktop subscribers
Transferring from XactRemodel Desktop
Table of Contents
- All Categories
- Getting Started
- Create a Project
Create a Project
Updated by Darren Knight
To start estimating, create a project. Projects can be created from the web app or the mobile app.
On Web
To create a project in the web app,
- Click the "New Project" button in the primary navigation.
- Click "EDIT" to enter the project name.
After creating a project, it displays the information as follows:
- The placeholder project name. This defaults to the date/time the project was created. Users can update the project name by clicking the Edit button in the Client Info card (In this example, the project name is updated as Project B.)
- Pre-fill the zip code (To update the zip code information, please refer to the HelpDoc: Company Info)
On Mobile
To create a project in the mobile app, tap NEW PROJECT the plus button on the Projects screen.