Sign in with the same Google account. You'll be asked for a company code the first time.
Upload one Xactimate Summary report — the budget builds itself
Trade Summary and Summary live in the app, with totals that update as you assign subs and vendors
Bulk-assign a sub or vendor to the whole budget or by Xactimate category
Ten printable job documents: scopes of work, purchase orders, selections, change orders, statement of loss, notice to proceed, punch list, work authorization, payment schedule, certificate of completion
Scopes of work carry quantities from the TAM when the job comes from XactHub
No Google Sheets, no Drive, no spreadsheet to keep in sync
The standalone app is part of the Xact Suite. Upload a job's reports once in XactHub and open the budget, selections, buy list, work orders, review and scope check on the same job.
Build 2.8926
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.
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; cancel before it ends and pay nothing. 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.
