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The complete estimating solution

XactRemodel: The complete estimating solution · Time-and-materials estimating allows you to directly estimate labor, materials, fees, and equipment at the component level. Project

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Page 1: XactRemodel: The complete estimating solution · Time-and-materials estimating allows you to directly estimate labor, materials, fees, and equipment at the component level. Project

The complete estimating solution

Page 2: XactRemodel: The complete estimating solution · Time-and-materials estimating allows you to directly estimate labor, materials, fees, and equipment at the component level. Project

Create more accurate and professional looking estimatesHow long does it take you to sell, estimate, and manage a remodel project?If you’re like most remodeling and new construction businesses, some of your most important tasks is getting clients to agree up front to the scope of work involved, creating an accurate estimate, and e�ectively and e�ciently managing the project through to completion.

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Page 3: XactRemodel: The complete estimating solution · Time-and-materials estimating allows you to directly estimate labor, materials, fees, and equipment at the component level. Project

Successfully completing these tasks requires you to overcome some key challenges.

• Many potential customers have a hard time visualizing and agreeing upon the project details before the work begins, causing delays. • Putting an estimate together requires many calculations, measurements, lists of work to be done, a bill of materials, an understanding of the equipment required, determining the sta� to be assigned, and an accurate understanding of worker productivity. Each task provides an opportunity for costly errors and oversights. • Creating and managing a schedule of work-related activities can be time-consuming and cumbersome to manage which can lead to double-booking, under-booking or overbooking resources. • Volatile pricing for construction materials often leads to multiple calls to verify the pricing used in estimates, especially for items you haven’t estimated recently.

All of these factors can result in inaccurate estimates, lost revenue and opportunities, and additional business expenses. Helping your customers visualize the project early on, improving the accuracy and profitability of your estimates, and e�ectively track and manage each project is vital. Xactware can help.

XactRemodel: All the tools that you need to succeedXactRemodel® is the complete estimating and project-management tool that enables your remodeling or new-construction company to:

• Quickly and generate precise, professional-looking estimates. • Show your customers the existing structure and how the proposed remodel will look as a floor plan or in 3D, as well as show the cost and quality of di�erent remodeling options, before the work begins. • Automatically calculate costs, square footage, and other variables. • Easily create and manage a schedule of work across all your projects. • Provide your customers with high-quality printouts and reports about the proposed work, and accurately track change orders as the project progresses. • Sell more jobs.

Whether you are doing a minor room remodel, an entire renovation, or an addition, XactRemodel can improve your bottom line.

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Page 4: XactRemodel: The complete estimating solution · Time-and-materials estimating allows you to directly estimate labor, materials, fees, and equipment at the component level. Project

Smoother, more e�cient project managementAutomate common estimating tasksXactRemodel’s Macros and Templates make estimating faster by automating common tasks.

With Macros, you can quickly save and retrieve commonly used items with a single click—without entering each item separately. For example, if your company estimates a typical room addition, the items for that addition can be saved as a macro. You can use that macro in any estimate and quickly adjust to the current specifications. As the project size changes, XactRemodel will automatically adjust a�ected quantities for items such as drywall, paint, and carpet.

Save your often-used estimates or parts of estimates as templates that include estimate items and the floor plan. It’s an easy way to take advantage of estimating work that you’ve already done.

Not only are macros and templates completely customizable, but they can help drastically reduce the amount of time that you spend estimating.

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Use Reference Search to view and select the items you need.

Use Reference Search to view and select the items you need.

Page 5: XactRemodel: The complete estimating solution · Time-and-materials estimating allows you to directly estimate labor, materials, fees, and equipment at the component level. Project

Better manage your margins and markup percentagesYou can easily add margin and markup percentages to di�erent trades, price list categories, or types of materials. You can also customize margins and markups to your business as well as factor margin and markup percentages into individual line items, if needed.

Produce professional-looking reportsUse the built-in report designer to create professional-looking reports about the proposed work and provide your customers with high- quality printouts. You can quickly provide customers with a personalized contract, proposal, or work order, and reduce costly input errors.

E�ciently track and manage projectsCreate a running schedule of all work-related activities. You can also view current and future projects, employee and subcontractor schedules, vendors, and resource and workload allocation information from a single dashboard. Helping you be more e�cient in allocating resources and reducing unnecessary travel between job sites.

Importantly, XactRemodel allows you to track projects and resources across your entire organization, so you can immediately see who is working on specific projects and what the expected completion dates are. You can produce work orders quickly and easily print or email them for subcontractors or your own crews.

Export your data to third-party systemsYou can export your estimate data to third-party systems for job costing, invoicing, accounting, and so forth.

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Page 6: XactRemodel: The complete estimating solution · Time-and-materials estimating allows you to directly estimate labor, materials, fees, and equipment at the component level. Project

Save time and dramatically increase your productivityRapidly draw floor plans of the existing and proposed workWith Sketch, you can draw a series of rooms, draw complex roof systems with dormers and multiple roof lines, and accurately estimate a deck—including the stairs, railings, and footers—in minutes.You can also quickly draw an existing structure along with the proposed remodel.

Take your customers on a virtual tour of the remodel—before the work beginsShow your customers exactly what the remodel will look like using either a floor plan or in 3D—all before the work begins. This helps you quickly close the sale and lets both you and the customer see what is and isn’t included in your estimate.

If a customer is uncertain about which options to choose, you can easily create several di�erent scenarios and show them the cost and quality of each option. Then you can apply a scenario and show how those changes will a�ect the building as well as what those changes will cost.

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This floor plan was sketched in only eight minutes.

Show potential customers how the remodel will look in 3D.

Page 7: XactRemodel: The complete estimating solution · Time-and-materials estimating allows you to directly estimate labor, materials, fees, and equipment at the component level. Project

Quickly create an estimateIn just minutes you can create a professional estimate that includes job costing, supply lists, work orders, and other reports that can help you sell a job and increase your profits.

You can estimate with the built-in unit-cost research or enter time and materials. If you specialize in certain types of work, such as kitchen remodels or a type of room addition, you can save your typical specialty remodel and quickly apply it to the dimensions and conditions of any estimate. XactRemodel automatically calculates costs, surface areas, and other variables. You can switch out individual items, expand room sizes, increase or decrease the quantity of items, and show your customers the corresponding changes in cost on the fly.

Optional language packs allow you to estimate in one language—such as English or Spanish—and print reports in another. (Additional costs apply for Language Packs.)

Get up-to-date and reliable pricing informationXactRemodel incorporates pricing information for more than 460 geographic regions in the United States and Canada. Local material, labor, and equipment pricing information for is included.

Pricing shows the typical prices being charged by other contractors in your area and provides you with accurate, area-specific, and flexible pricing so you don’t have to do the research yourself.

Easily and instantly look up more than 9,000 price list items. You can choose to use a price list item, edit the item, or add your own price-list items as you estimate. You can also download price lists at any time.

Automatically check for missing itemsOnce you’ve created an estimate, XactRemodel will automatically check your estimate for anything you may have missed that typically goes with the items that you’ve included in your estimate (e.g., the hardware for a door, a faucet for a sink, and so on).

XactRemodel will automatically alert you about missing items and help you rapidly add them to your estimate.

Find items quicklyQuickly search for and find items in price lists as well as locate previously entered items. You can use Reference Search to view structural diagrams and select items based on an illustration.

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Page 8: XactRemodel: The complete estimating solution · Time-and-materials estimating allows you to directly estimate labor, materials, fees, and equipment at the component level. Project

The complete estimating solutionXactRemodel is a complete estimating solution that is easy to use and customizable for every need and preference. Do everything from estimating and project management to taking your customers on a virtual tour of a proposed remodel before the work begins. XactRemodel makes estimating faster, easier, and more e�ective with key features services such as the following:

SketchGraphically draw the existing structure and proposed remodel.

Macros and templatesQuickly save and retrieve commonly used estimate items or previous estimates, including floor plans.

Pricing dataInstantly obtain local material, labor, and equipment pricing data on more than 10,000 items.

Product supportGet helpful downloads, support documents, and online chat 24/7.

Supported tablet PCsUse the latest laptop, tablet PC, convertible, or netbook computers.

Unit cost or time and materials estimatingEstimate with unit costs or by directly entering time and materials. Unit-cost estimating includes detailed time-and-material components. Time-and-materials estimating allows you to directly estimate labor, materials, fees, and equipment at the component level.

Project management and schedulingE�ciently schedule, track, and manage all work-related activities.

Third-party product integrationExport your data to third-party systems for job costing, accounting, and so on.

Service packsStay current on the latest XactRemodel product enhancements.

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Page 9: XactRemodel: The complete estimating solution · Time-and-materials estimating allows you to directly estimate labor, materials, fees, and equipment at the component level. Project

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800.424.9228 | [email protected] | Xactware.com

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