November 2024 New Features
In the fast-paced realm of remodeling and restoration, juggling numerous responsibilities can quickly become overwhelming. At XactRemodel, our mission is to lighten your load so you can concentrate on crafting exceptional projects. That's why we've developed a suite of innovative features designed to streamline your workflow and enhance your productivity. Explore the following tools we've created to empower you to manage less and build more.
Client and Vendor Management
Streamline your client and vendor information with XactRemodel's dedicated client relationship manager. This feature allows you to efficiently add accounts—whether leads, clients, vendors, or subcontractors—and assign contacts, including individuals or departments. With all relevant data centralized, you can quickly access associated projects for each client and view all contacts linked to your vendors. Begin organizing your contact information today to enhance your workflow and improve client relationships.
Discover how to set up your accounts and contacts.
Company Scheduling
The new Company Schedule feature centralizes all project schedules, enabling streamlined tracking, resource allocation, and planning. From the XactRemodel home page, access a Gantt view of all active projects to easily review, adjust, or download task reports for smooth coordination. Updates made at the project level automatically sync with the Company Schedule, ensuring your team stays aligned.
Learn more about the company schedule.
Task Report in Scheduling
Your schedule in XactRemodel is now more than just a visual tool; you can export your scheduled tasks into a detailed task report to share with employees, subcontractors, or clients. This report can serve as a work order, shopping list, category report, or scope of work. It includes essential company details, project specifics, and task descriptions, along with associated line items, dates, and a space for signatures.
Read more about the task report or watch our Xpert Tip on Youtube.
Import Underlay Image
Enhance your design capabilities by importing images as underlays in Studio! Supported file types include .jpg, .png, .bmp, and .gif. Once imported, you can easily draw over the image to create accurate floor plans.
Learn how to import your image as an underlay.
