Bring the documentation
Technician photos and observations. Measurements and job notes. Existing files handed from the field to the office.
The information your team already collects.Software Field Service Management
Your field team already has a service workflow. Bring its existing photos, measurements and notes into an estimating review without losing the context the office needs to understand the job.
BUILT AROUND YOUR REVIEW
Explore the handoff between field documentation and estimator review in your existing service workflow.
Technician photos and observations. Measurements and job notes. Existing files handed from the field to the office.
The information your team already collects.Keep the crew's documentation process familiar. Organize the intake for estimator review. Define who approves and returns the finished scope.
The source material stays in the conversation.A clearer bridge between field documentation and an estimator-reviewed Xactimate handoff.
Your estimator makes the final call.THE QUESTION THAT MATTERS
Start with the files the team already collects, review the resulting draft and keep the approval responsibility explicit. Discuss connection requirements directly; no live field-service integration or automatic synchronization is implied.
Watch the product walkthroughONE TEAM. THREE WORKFLOWS.
Start from job documentation, an existing PDF, or two estimate versions. Your team reviews the result before it moves forward.
Bring existing photos, notes, measurements and plans into a room-organized draft. Check the sources and refine the scope with Ax.
Explore the drafting workflowTurn an estimate PDF into an editable draft. Review the line items before exporting a native ESX to continue in Xactimate.
Explore PDF to ESXFind 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
Review the workflow against an estimate your team has already written. Discuss the documentation, review responsibilities, expected volume and plan fit with Axiom.
No. Axiom organizes a draft and supports source, line-item and quantity review with Ax. Your team resolves questions and approves the final scope.
After review and approval, the native ESX can be opened in Xactimate. Your estimator continues working with the file and your own price list.
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 the sources, the draft and the native Xactimate handoff using a job you already understand.