Manage client and vendor Accounts in XactRemodel

Rose Gulley Updated by Rose Gulley

The accounts section stores information for all your clients and vendors. With the ability to associate multiple contacts, keep detailed notes, and link relevant projects.


Tip Icon 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.

Create an Account

Manage or edit delete an account


Create an Account

To create an account in XactRemodel

  1. Select Accounts.
    XRAccounts
  2. Select Add Account.
    XRAddAccount
  3. Fill out the fields.
    Note: Select Vendor or Client. The Vendor option includes a trade list and the Client option includes a client type list.
  4. Select Save Account to store the information.
    XRSaveAccount

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    Manage or edit delete an account

    In XactRemodel once an account is created, edit the details, add notes, manage projects, and assign or change contacts.

    From Accounts, select and account to modify Contacts, Projects, Notes, change the account status, further edit the account, or delete the account.

    Contacts
    Add or remove contacts or set a new primary contact. See Manage contacts in XactRemodel for more information.
    XRContacts
    Projects
    See all related projects and add new projects. See Associate projects with accounts in XactRemodel for more information.
    XRProjects
    Notes
    Record notes specific to the account.
    XRNotes
    Status
    For vendors, change the status between active and inactive.
    XRStatus
    Edit account
    Edit the account further with the pencil icon.
    XREdit
    Delete account
    Delete is within the three dots menu.
    XRDelete

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Manage Contacts in XactRemodel

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