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. Photos will be displayed in alpha numeric order.
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.
Sharing Photos from a Project
XactRemodel makes it easy to share your project photos, whether you’re using the web or mobile app.
On web
You can download photos or include them in your proposal report.
Downloading Photos
- Navigate to the Attachments tab within your project.
- Select the photo(s) you want to download.
- Click Download.
Displaying Photos on the Proposal Report
- Ensure the photos you want to include have been added to the project.
- Go to the Reports tab and select the Proposal report.
- Under Attachments, make sure the Photos option is selected.
- For details on excluding or displaying specific photos, refer to Managing Attachments in Your Proposal Report.
On Mobile
Easily share photos directly from the XactRemodel mobile app:
- Log in to the XactRemodel Mobile app.
- Open the project containing the photos you want to share.
- Navigate to the Attachments page by tapping the image icon.
- Long-press a photo to select it.
- Select any additional photos you’d like to share.
- Tap the Share button and choose your sharing method.
