XactRestore

Field docs

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11 articles by 2 authors

​XactRestore now available!

XactRestore, a new tier of XactRemodel, is designed specifically to help restoration contractors manage their business more effectively. XactRestore helps restoration contractors streamline their wor…

Justin Jackman
Updated by Justin Jackman

Set project dates

There is an Xactware Xpert Tip that might help with part of this process. After clicking play, click the full-screen icon to make the video full-screen. See our XpertTips library for more Xpert Tips.…

Rose Gulley
Updated by Rose Gulley

Type of Loss

XactRestore allows restoration contractors to associate the type of loss and cause of loss to a project to better track what work is being done. The Type of Loss feature is available to users on the…

Justin Jackman
Updated by Justin Jackman

Import Xactimate estimates (ESX) in to XactRemodel and XactRestore

XactRestore includes the option to import Xactimate projects from an Xactimate instance and ESX files from the legacy XactRemodel Desktop application into XactRestore. Note: Users of the former XactR…

Rose Gulley
Updated by Rose Gulley

Manage users and roles in XactRemodel and XactRestore

Only users with administrative rights can access the Admin menu. If you are not an administrator, reach out to one in your organization. If no one in the organization has administrative rights for th…

Adi James
Updated by Adi James

Lead creation in XactRestore Pro

Users with XactRestore Pro have a new way to create projects from a new lead intake form. When leads are captured through this process, a project is created as well as a customer account and contact.…

Adi James
Updated by Adi James

Adjustments in XactRemodel and XactRestore

Before the only adjustment available in XactRemodel and XactRestore was markup, but now there are two additional options: margin and discount. Administrators have the ability to set up adjustment pre…

Adi James
Updated by Adi James

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