KEXAR
KEXAR / Setup

Contractor Project System

From purchase to first document.

The guided setup is designed for people who do not consider themselves technical. Work through the steps in order and use the built-in test to confirm the system is ready.

Before you begin

  • Sign in to the Google account where you want to use KEXAR.
  • Open the official KEXAR delivery instructions from your purchase.
  • Make your own copy of the official KEXAR Contractor Project System Google Sheet.
  • Keep the setup PDF available as a visual reference.
Use your personal copy

Do not enter real project information into a preview or seller-owned template. Work only in the copy saved to your own Google Drive.

Installation and first run

Open your KEXAR spreadsheet

Confirm the workbook includes the Home, Plan Job, Track Work, Changes, Billing, Documents, and Help sheets.

Install the KEXAR add-on

Use the official Google Workspace Marketplace link supplied with the product. Confirm the listing name is “KEXAR Contractor Project System.”

Review Google’s permission screen

Choose the Google account that owns your spreadsheet. Read the permissions, then authorize only if the app name and publisher information are correct.

Start the setup wizard

Return to the spreadsheet. Choose Extensions → KEXAR → Start here — setup wizard.

Run the readiness check

The wizard confirms that the workbook structure is present and creates a test document in a KEXAR output folder in your Google Drive.

Confirm the test document

Open the test file. If it displays correctly, setup is complete. Return to Plan Job and begin entering your own project information.

What the permissions allow

PermissionWhy KEXAR needs it
Active spreadsheetRead the KEXAR project information used in the document you request.
Create and edit documentsBuild and format the requested Google Docs.
Files created or opened with KEXARSave KEXAR outputs without browsing all Drive files.
External request to Google’s Drive export serviceExport KEXAR-created Google Docs as PDFs.
Display interfaceShow the KEXAR menu, wizard, alerts, and guidance inside Google Sheets.

For the full disclosure, see the KEXAR Privacy Policy.

After setup

  1. Complete the highlighted input cells on Plan Job.
  2. Update Track Work, Changes, and Billing as the project moves forward.
  3. Use Documents to see what is ready to create.
  4. Select the applicable change order or invoice row before generating that document.
  5. Review every output before sending it to a client.
Professional review remains essential

KEXAR organizes information and creates editable documents. It does not replace qualified legal, accounting, tax, engineering, safety, or other professional advice.

If setup does not complete, visit KEXAR Support and include the exact step and error message.