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Working with the XBuild mobile app

The XBuild mobile app puts capture and estimating on your phone. Every job is a project with its own page — proposals, album, documents, checklists. Photograph the site and XBuild scans each photo for damage, materials, and components; describe the job in the project’s chat and get a line-itemed estimate and proposal on site.

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1. The main areas

Open the drawer — the menu icon, or swipe from the left.
  • Home — Start a new project, Create an estimate, Nearby projects, Recent projects, and on select plans My tasks. Floating Capture and + buttons also start a project.
  • Projects — every job; tap one to open its page.
  • Contacts — customer directory; a project’s attached contact shows in its client details.
  • Dashboard — team activity and results (select plans).
  • Team — teammates and roles.
  • Billing — plan and token balance.
  • Settings — notification preferences, connectors, account.
The pencil beside Home also starts a project. At the drawer’s bottom: token usage, the company selector (Locations — everything files under the selected one), and the Activity inbox (tray icon, unread badge, comments and @mentions). A drawer showing Chat instead of Home hasn’t moved to the project page yet — contact XBuild Support.

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2. Starting a project

Every project starts from the New project sheet (Home, Capture, +, or the pencil): a blank form needing only the client’s name, or Import from Connectors — prefilled from a CRM job, QuickBooks customer, or CompanyCam project. Create an estimate on Home opens the same sheet, then the chat. See Getting started and Projects overview.

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3. The project page

Header: Back, a ⋯ menu (Rename project, Delete project), and the team activity thread; tap the title, address, or description to edit. Pills: AI Estimator (chat), Upload (library photos and videos, camera, PDF documents), Connect (link a connector). A floating Capture button opens the camera. Tabs:
  • Files — Proposals (with versions), Checklists, Album, Documents.
  • Details — Project details (description, status), Client details.
  • Claim details — insurance only: claim and policy details, claim activity, invoices.
  • Connectors — every connector, linked ones first.
Select plans add a pipeline stage bar (tap to move stages) and open tasks (Pipeline stages, Tasks). Checklists run from the project page or the camera (Running a checklist). Next: Capturing photos and video, Estimating and publishing.

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4. How it works with the web app

Free, one account with the web, no export step: photos appear on the web as they upload, proposal versions show on both, comments land in your Activity inbox. Photos save to your phone instantly and upload in the background (Offline and syncing). Phone for camera, voice notes, quick estimates, push; web for long edits and admin. You’ll need an XBuild account (sign in, or create one in the app), camera and microphone permissions — location is optional and powers Nearby projects and the photo location stamp — and tokens, which scanning and estimating consume (How tokens work). For further assistance, contact XBuild Support at support@x.build.