From estimate to work order with no duplicate data entry.
Merge Restoration Manager and Xactimate projects
Bring your completed Xactimate estimate into Restoration Manager with ease.
Forget about duplicate data entry
The line items you created in Xactimate seamlessly transfer to Restoration Manager, saving you time and reducing the possibility of mistakes.
Estimate-based work orders
Create work orders that are informed by your Xactimate estimate. Create categories of work, and then assign line items to the categories that make sense.
Your entire team can easily see what is happening with every job—and what needs to be done.
Store all of your photos and documents in a single, accessible location.
Stay on top of every detail. Tasks help remind your team of what needs to be done and when.
Quickly and easily create budgets for your jobs right from your Xactimate estimate. With little effort, you can figure out how much profit you expect to make on each job.
Build work orders manually by entering line items and costs. Or import your estimates directly from Xactimate, saving you time and avoiding potential mistakes.
Gantt scheduling helps you keep track of your work orders. You can see which ones are done, due today, overdue, or coming up soon. If you have dependent work orders, the schedule will automatically update if you change the timing of one of them. This will also notify your team and subcontractors.
Your team in the field can easily access important job information using the mobile app, which gives them access to job information at all times. They can:
The app also links to XactAnalysis, so your field personnel can send job notes, signed documents, and photos right into XactAnalysis.
Informative dashboards provide vital visibility. Examine all aspects of your business with a quick glance—production, job tasks, gross profit, top referral sources, and more—everything you need to make informed decisions.
A built-in customer relationship management tool allows your sales team to track their contacts, referrals, and ROI.
A powerful tool builds and optimizes sales routes, which can be sent right to the phones of sales personnel with turn-by-turn directions to each stop.
More than 10 accounting integrations let you easily connect your financials to the rest of your jobs. Easily see estimates, budgets, and actuals along with the rest of your job information.
Always know where your equipment is and how much consumable stock you have. You can even receive reminders when it's time to place an order for more materials.
More than 120 standard reports deliver the data and information you need, right when you need it. Reports can be scheduled and sent to you on a regular basis.