One Xactimate PDF in.
Your entire job package out.
From a single Xactimate summary report, XactBudget builds a complete trade budget plus all your project documents, pre-filled with the customer and job info.
Layers on top of Xactimate and your existing job-management system. No migration, no platform switch.
XactBudget lets a restoration contractor drop in a PDF report from Xactimate and create a working job budget that produces profitable margins. All you do is drop the report in, wait about two minutes, and assign the subcontractor.
“If it doesn't work on paper, it won't work in the field. Build a budget.”
Your first budget is free — no card required. Then $99/month for your whole company, after a 3-day free trial.
Already using the Google Sheets version? Open XactBudget Sheets →
See the profit you're leaving on the table
XactBudget consistently helps restoration project managers run 45%+ gross margin. Move the sliders to your numbers and see the difference.
Most recon shops without a disciplined budget run 20–30%.
Your potential upside
$225,600 / year
$4,700 more profit per job, across 4 jobs a month.
Estimates based on a 45% target gross margin from XactBudget's field results. Individual results vary; figures are illustrative, not a guarantee.
How it works
Three steps from PDF to full job package.
Upload your Xactimate summary PDF
Drop in the summary report you already export from Xactimate — no formatting or cleanup needed.
XactBudget builds your trade budget and profit analysis
Line items are organized by trade with full cost breakdowns and profitability metrics, automatically.
It generates your full pre-filled document package
Scopes of work, purchase orders, selections and every job document, ready to print or share with your team and subs.
What you get
Two pillars: a sharp budget and a ready-to-send document package.
Budget and profitability
- Trade line items organized by trade
- Subcontractor and Vendor assignment
- Budget-vs-estimate comparison
- Profit dollars and profit margin
Cost columns per line item
Project documents it auto-generates
Every document arrives pre-populated with the customer, property, and job info — pulled straight from your Xactimate report.
See it in action
One Xactimate PDF in — your profit, your scope, and the full budget workbook out.
Built by a restoration operator
I'm Jon McCartney. Over 6+ years and thousands of recon jobs — insurance and retail — I built and taught the budgeting system that consistently holds 45%+ gross margin. XactBudget is that exact system, packaged so any contractor can use it. Built by a restoration contractor, for restoration contractors.
Connect on LinkedIn →Who it's for: US restoration and reconstruction contractors who work in Xactimate. Not for general contractors who don't use Xactimate, insurance adjusters, or anyone who needs a full CRM replacement — XactBudget is a focused budgeting layer that sits alongside your existing tools.
Proven in the field
XactBudget is the budgeting framework Jon refined over years of consulting with construction and restoration divisions. Here's what those operators said about the results.
"They helped us increase gross profit margin and showed us many ways to make minor adjustments that led to major results."
"Their system has revolutionized my business and increased our profitability."
"They found financial and process inefficiencies and were able to help immediately. I'd recommend them to anyone."
"They're the model I point to, and the resource I recommend for business owners who aren't maximizing metrics and profit."
"First class — they helped us navigate the complexities of scaling construction divisions across multiple markets."
Verified reviews from Jon's construction and restoration consulting clients, where the XactBudget budgeting framework was built and proven.
Questions, answered
Will it parse my Xactimate PDFs correctly?+
You upload your Xactimate Summary Report PDF (with Detailed Category selected). XactBudget reads every trade line item and builds the budget. It is field-tested on real reconstruction jobs, and your first budget is free with no card, so you can run one of your own PDFs through it today.
Who built XactBudget?+
Jon McCartney, a long-time SERVPRO reconstruction operator, built it after 6+ years and thousands of recon jobs to hold 45%+ gross margin. It is operated by Impact Consulting, LLC.
Does this replace my restoration management platform?+
No. XactBudget is a standalone budgeting tool, not a CRM. It layers on top of whatever job-management system you already use — no migration.
How long does it take to generate a budget?+
A couple of minutes. Drop in the Xactimate PDF, fill in the job info, and XactBudget builds the full budget and document package.
What documents are included?+
A complete job package: Trade Summary, subs and vendors summary, Purchase Orders, Change Orders, Notice to Proceed, Scope of Work, Statement of Loss, Punch List, Certificate of Completion, and more — pre-filled with your job info and your company logo.
What does it cost?+
Your first budget is free, no card required. After that, start a 3-day free trial (card required, nothing charged until it ends), then it is $99 a month for your whole company. Everyone who joins with your company code is included, and you can cancel anytime. Already subscribe to XactBudget Sheets? The new app is included; sign in with the same email.
Still deciding? See XactBudget vs. Excel or why spreadsheets cost you margin.
Ready to build your budget?
Sign in and turn your next Xactimate summary into a complete job package in seconds.
Get started freeWant printable guides first? View the Instructions & Guides page →
