Photo Attachments
Integrating visuals into a remodeling estimate is a game-changer in the bidding game. It's not just about the numbers; it's about painting a vivid picture of the project. These photos aren't just snapshots; they're a roadmap for all parties involved in the project (contractor, sub-contractor, client, etc.). They cut through the confusion, making sure everyone's on the same page. It's not just an estimate; it's a visual story that communicates trust, skill, and a dedication to getting the job done right.
Adding Photos to a Project
On Web
To add photos to a project via your web browser:
- Go to the Attachments tab
- Click the "+ Add" button at the top right
- Navigate to the destination of the photos on your computer
- Finally, select which photos you want to upload to your project
Once the photos have been uploaded to your project, you can preview the images in full screen, customize the name of the image, the date the image was captured, and add a detailed description of the photo.
When generating the Proposal report, users have the option to include or exclude the photos on the report. To do so:
- Navigate to the Reports tab within a project
- Select the Proposal report
- If not already visible, expand the Report options panel to the right of the report preview
- Toggle on/off the Photos and click Apply
- The Proposal report preview will be updated to align with the desired setting.
On Mobile
To add photos to a project via XactRemodel mobile:
- Tap on the Attachments tab icon at the bottom
- Click the "Add +" button
- Select to either capture an image directly using your camera, or to pick an existing image that already exists in your camera's photo library
- You will need to grant access to your camera and/or your photo library to be able to add photos from your mobile device
Once the photos have been uploaded to your project, you can preview the images in full screen, customize the name of the image, the date the image was captured, and add a detailed description of the photo.
When generating the Proposal report, users have the option to include or exclude the photos on the report. To do so:
- Navigate to the Reports tab within a project
- Select the Proposal report
- If not already visible, expand the Report options panel to the right of the report preview
- Toggle on/off the Photos and click Apply
- The Proposal report preview will be updated to align with the desired setting.
