One Xactimate PDF in. Your entire job package out.

Make margins, not mistakes.

From a single Xactimate Summary Report, XactBudget builds a complete multi-tab Google Sheets workbook — a full trade budget plus all your project documents, pre-filled with the customer and job info. Know your profit before you start the job, and stop leaving margin in the field.

Layers on top of Xactimate and your existing job-management system. No migration, no platform switch.

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Free 7-day trial. No credit card required. Cancel anytime. Secured by Stripe.

What you get from one PDF

• Trade Summary — a profitable, trade-by-trade budget you assign to your subs and vendors
• Potential Job Profit — retained overhead, O&P, and taxes shown before you mobilize
• Purchase Orders, Change Orders (full and simple), Notice to Proceed
• Scope of Work, Statement of Loss, Punch List, Certificate of Completion
• Your company logo on every document

See it in action

Download the example budget to see the real generated deliverable.

Who it's for

US restoration and reconstruction contractors, owner-operators, and project managers who work in Xactimate and need a profitable trade budget and the paperwork to run the job.

Not for general contractors who don't use Xactimate, not for insurance adjusters, and not if you need a full CRM replacement — XactBudget is a focused budgeting layer that sits alongside your existing tools.

Pricing

$99 per user / month or $990 per user / year (2 months free). Unlimited budgets. 7-day free trial, no credit card required. Less than one job's retained margin — no $6k minimum, no platform migration.

Proven in the field

From operators who used the budgeting framework behind XactBudget:

• "They helped us increase gross profit margin and showed us many ways to make minor adjustments that led to major results." — Jason, Illinois
• "Their system has revolutionized my business and increased our profitability." — Marcos, California
• "They found financial and process inefficiencies and were able to help immediately." — Michael, Idaho
• "They're the model I point to for business owners who aren't maximizing metrics and profit." — Dave, Tennessee

Built by a restoration operator

XactBudget was built by Jon McCartney, a restoration recon operator. Over 6+ years and thousands of recon jobs — insurance and retail — he built and taught the budgeting system that consistently holds 45%+ gross margin, then packaged it so any contractor can use it. It is operated by Impact Consulting, LLC.