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Getting Started

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​Steps to create an estimate

View these documents for help walking through the estimate creation process

Updated 2 years ago by Rob Martin

Step 1 - Creating an estimate

Learn how to create an estimate in XactPRM

Updated 10 months ago by Rob Martin

Step 2 - Filling in the Project Info tab

Learn about each of the Project Info fields

Updated 10 months ago by Rob Martin

Step 3 - Filling in the Pricing tab

Learn what each of the estimate pricing settings represent

Updated 10 months ago by Rob Martin

Step 4 - Adding and Managing Images on the Images tab

Learn how to add images to add color to your estimate

Updated 10 months ago by Rob Martin

Step 5 - Estimating

Learn all about groups, line items, and line item attachments.

Updated 9 months ago by Rob Martin

Step 6 - Completing an estimate and viewing reports

Learn how to complete your estimate, view and generate reports.

Updated 10 months ago by Rob Martin

Help options for XactPRM

Learn how to get help with XactPRM and submit feedback.

Updated 10 months ago by Rob Martin

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