Capturing and Sharing your Floor Plan
XactRemodel Studio offers a powerful way to create and present floor plans to your clients. With three easy ways to share your floor plan sketches, you’ll always have a professional and polished presentation.
Capturing Your Floor Plan
Your floor plan will automatically update every time you make adjustments, ensuring it’s always current.
- Navigate to the Studio tab within your project.
- Sketch your floor plan using the tools available in Studio.
- Once finished, exit the Studio tab. A confirmation message will appear, confirming that your floor plan image has been saved.
Displaying Your Floor Plan on the Proposal Report
After sketching and saving your floor plan, you can include it in your proposal report to share with clients:
- Go to the Reports tab and select the Proposal report.
- In the options slide-out, locate the Attachments section. Your floor plan image will be automatically selected to display in the report.
- To exclude it, uncheck the box and click Apply.
- Download the report, which now includes your floor plan sketch.
Downloading Your Floor Plan
When you create a floor plan, a separate image is automatically generated for each level. These images live in the Attachments tab.
Here’s how to manage and download them:
- Keep your floor plan up to date to ensure the images reflect the latest changes.
- Navigate to the Attachments tab.
- Click the border of each floor plan image you'd like to download.
- Select the download icon from the toolbar.
You can also preview any image by double-clicking on its thumbnail.
Floor Plan Image Details
Click the three dots next to an image and choose File Information to view:
- Name: Shows both the floor plan name and the level name.
- Created: The date the floor plan was first saved.
- Last Modified: The date of the most recent changes, including updates to notes.
- Type: All floor plan images are saved as
.pngfiles. - Notes: Internal-only notes can be added here and will display only in this section.
Sharing Your Floor Plan on XactRemodel Mobile
While floor plans can’t be created on XactRemodel Mobile, you can view and share them directly from your mobile device:
- Log into XactRemodel Mobile.
- Open the project containing the floor plan.
- Navigate to the Attachments tab by clicking the photo icon.
- Select the floor plan image you want to share.
- Tap the Share icon and send it as needed.
