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Your first proposal

Get access, put your company’s identity and pricing in place, bring in your team and tools, then run your first job through a project and publish it. Company Administrators do steps 1 to 4 once; after that, every job is steps 5 and 6.

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1. Get access

  • New to XBuild: talk to sales to book a guided demo and get your company set up.
  • Invited by your company: open the link in your invitation email. Accepting creates your login and places you in the Locations your Administrator chose.
  • Already have an account: sign in at my.x.build/login or in the XBuild mobile app. The same login works on both.

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2. Set up your business profile

Your Business Profile (company name, phone, address, logo, and brand colors) appears on every proposal, so set it before your first job. Two more Settings areas pay off immediately:
  • Pricing & Profit: labor rates, default margins, taxes, and deposit rules. The AI prices every estimate from these.
  • Component packages: the reusable material-and-labor assemblies the AI builds retail estimates from. XBuild ships starter templates you can copy and customize.
If your company runs more than one branch and your plan allows it, set up each Location. Each carries its own team, packages, and settings.

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3. Invite your team

An Administrator opens Settings → Members and invites people with one of three roles: Admin, Standard, or Limited. Admin and Standard members each use a seat; Limited members, who work on assigned projects, are free. See Seats and Limited users.

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4. Connect your tools

Under Settings → Connectors, an Administrator links your CRM, photo documentation, supplier pricing, measurements, and accounting for each Location. Current plans include connectors starting with XBuild Operator, and each connector’s page notes any additional requirements. See the connectors overview.

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5. Create your first estimate

Every job is a project, and the AI estimator is a tab on the project page. From Home:
  1. Click Create an estimate or proposal. (Pick Start a new project to set the job up first and open its Estimator tab later.)
  2. Choose New estimate, then fill in the project name (typing searches your contacts), the address (pick from the suggestions), and a description of the job. Attach photos if you have them.
  3. Click Start estimating. The project opens on its Estimator tab.
Describe the job in plain language and give the AI what you have:
  • Photos: uploaded, or captured in the mobile app. The AI scans them for scope hints, titles, and descriptions.
  • Documents: measurement reports and carrier estimates are read automatically, and their numbers flow into the scope.
  • Answers: the AI asks clarifying questions rather than guessing.
The AI assembles a scope from your packages and pricing and renders a proposal you can preview and edit; every save is a new version. See Creating an estimate and How the AI works. If your team runs inspections, attach a checklist from the project’s Overview tab.

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6. Publish and send

Review the proposal, then click Publish to generate the shareable link and PDF. View, download, print, or email it from the post-publish panel. See Publishing your proposal, Processing times, and What your customer sees, including e-signatures and deposits.

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7. Where to go next

For further assistance, contact XBuild Support at support@x.build.