Bring the documentation
Existing job files and documentation. Project context carried by the team. A clear owner for estimate review and handoff.
The information your team already collects.Software CRM
Keep the job record and estimate connected.
Axiom's estimating workflow begins with existing job documentation and ends with an estimator-reviewed file. Explore where that work fits alongside the customer records and project process your team already manages.
BUILT AROUND YOUR REVIEW
From your job data to your next estimate.
Explore where estimating review fits alongside the customer and project records your team already manages.
Work through the draft
Define the documentation handoff into estimating. Keep the review and approval owner clear. Plan how the approved estimate returns to the job.
The source material stays in the conversation.Approve the handoff
A practical plan for using Axiom alongside your existing customer and project system.
Your estimator makes the final call.THE QUESTION THAT MATTERS
Where does the estimate fit in the rest of the project?
Map the intake, review and approved-file handoff around your current process. Discuss integration requirements with Axiom directly; the workflow described here does not imply a live CRM connection or automatic synchronization.
Watch the product walkthroughONE TEAM. THREE WORKFLOWS.
Choose the starting point your job needs.
Start from job documentation, an existing PDF, or two estimate versions. Your team reviews the result before it moves forward.
Data to estimate
Bring existing photos, notes, measurements and plans into a room-organized draft. Check the sources and refine the scope with Ax.
Explore the drafting workflowPDF to ESX
Turn an estimate PDF into an editable draft. Review the line items before exporting a native ESX to continue in Xactimate.
Explore PDF to ESXComparative estimates
Find differences between estimate versions. Check missing or revised items and quantities before approving the next scope.
Explore estimate comparisonEVALUATE IT ON A JOB YOU KNOW
Bring a job your team already knows.
Review the workflow against an estimate your team has already written. Discuss the documentation, review responsibilities, expected volume and plan fit with Axiom.
Does Axiom replace the estimator?
No. Axiom organizes a draft and supports source, line-item and quantity review with Ax. Your team resolves questions and approves the final scope.
How does the file continue in Xactimate?
After review and approval, the native ESX can be opened in Xactimate. Your estimator continues working with the file and your own price list.
What should we bring to a demo?
A completed job your team knows well, its source documentation and an existing estimate. Use that file to evaluate the workflow against your own process.
SEE WHERE AXIOM FITS
See where Axiom fits your team.
See the sources, the draft and the native Xactimate handoff using a job you already understand.