Capturing and Sharing your Floor Plan

Justin Jackman Updated by Justin Jackman

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.

You must be subscribed to XactRemodel Studio to create floor plans.

Capturing Your Floor Plan

Your floor plan will automatically update every time you make adjustments, ensuring it’s always current.

  1. Navigate to the Studio tab within your project.
  2. Sketch your floor plan using the tools available in Studio.
  3. 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:

  1. Go to the Reports tab and select the Proposal report.
  2. 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.
  3. Download the report, which now includes your floor plan sketch.

Downloading Your Floor Plan

The attachments tab is an XactRemodel Pro feature. For each floor plan created, an image is automatically generated for every level.

  1. Ensure your floor plan is up to date.
  2. Navigate to the Attachments tab.
  3. Locate the floor plan images for each level you’ve created.

Each floor plan image includes the following details:

  • Display Name: Shows the floor plan name and level name.
  • Updated On: Displays the date of the last modification when you click on the floor plan.

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:

  1. Log into XactRemodel Mobile.
  2. Open the project containing the floor plan.
  3. Navigate to the Attachments tab by clicking the photo icon.
  4. Select the floor plan image you want to share.
  5. Tap the Share icon and send it as needed.

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