All Categories > Xactimate 28 > Complete an Estimate
12 articles
On the Projects tab, right click a project. Select Duplicate. Type a name and select a new profile. A new estimate is created with the data from the original estimate using the settings from the new…
Updated 3 months ago by Bethany W.
Xactware’s carefully researched and validated pricing information can significantly reduce the amount of time that it takes to research and negotiate pricing for individual items. However, there may…
The Estimate Items Grouping pane doesn’t distinguish between the staircase and the room below the staircase. Follow these steps to add items to the room below the stairs. In the estimate, click Estim…
Finding the waste percentage. Sketch the room(s). In the Search pane, search for and select your desired type of carpet. Click in each of the rooms on the sketch that need that type of carpet. In the…
Set auto calculate roof waste as the default. You can set Xactimate preferences to automatically calculate for roof waste when relevant roofing material is added to the estimate. On the Control Centr…
On the Estimate Items tab, add a carpet item. Click Complete. 15% carpet waste is automatically added to the line item. Return to the Estimate Items tab. An additional carpet line item is added. In t…
Status Indicators are applied to a line item to indicate that further action is required. Status Indicators can be applied to the Inventory, Pricing, and Interview sections of the XactContents tab. I…
In the estimate, click Estimate Items. On the Items page, in the Quick Entry pane, select or add an item. Click the Depr list and select the depreciation type and amount. To save the changes, click O…
Updated 2 months ago by Bethany W.
On the Estimate Items tab, add or select an item. Click Unit Price. To apply overhead and profit to the item, click O&P.
View Claim Reports. On the Claim Info tab, click Report Management. Several reports are available in the Claim Reports category, including: Additional Living Expenses. Agreed Appraisal Report. Billin…
A checkpoint price list provides a frame of reference for the estimating price. Prices in the completed estimate can be compared to checkpoint prices in a Variation report. On the Claim Info tab, cli…
Your estimate may be locked by collaboration, by another user, or it may be locked by your own Xactware ID. The estimate is locked by collaboration (most common). When an estimate has been checked ou…
