Table of Contents

Estimates and Groups

Justin Jackman Updated by Justin Jackman

When scoping a project, users organize their estimates in many different ways, such as: organizing by room, trade, location, etc.

XactRemodel is designed to allow users to organize their estimates in whatever way makes sense to them. This is done by adding new 'Groups', and associating items with those groups.

On Web

After a project has been created, navigate to the Estimate tab within the navigation bar on the left-hand side of the screen. Select the '+ Add Group' button to create a new group.

In the New Group window, users can enter a Group Name and a Description.

  • Group Name: The Group Name is required to create the new group. This is the name of the group that will show up as the group heading on the report. All items added to the group will roll up under this group name on the report.
  • Description: This is an optional field that allows the user to provide details or additional context around what might be included in this group. The description will show up on the Proposal report underneath the Group Name.
When the user clicks Add, the new Group will be added under the Estimate section in the navigation bar, and a search will automatically be initiated based on the Group name (i.e. if the group name was Kitchen, the search would automatically search for items related to Kitchen).

The user can add as many groups to the project as needed. Groups can also be deleted from a project as desired.

A summary of the estimate can be seen on the Summary tab of the project, or the user can view a report from the Reports menu within the project.

On Mobile

After a project has been created, navigate to the Estimates tab at the top of the screen. Tap the 'Add Group' button at the bottom to create a new group.

In the New Group window, users can enter a Group Name and a Description.

  • Group Name: The Group Name is required to create the new group. This is the name of the group that will show up as the group heading on the report. All items added to the group will roll up under this group name on the report.
  • Description: This is an optional field that allows the user to provide details or additional context around what might be included in this group. The description will show up on the Proposal report underneath the Group Name.

The user can add as many groups to the project as needed. Groups can also be deleted from a project as desired.

Under the Estimate menu, users can quickly view an overview of the various groups and the value of each group. Tapping on a group will open the group and allow the user to add/edit/delete items from that group.

How did we do?

Adding Group Dimensions

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