Macros in Xactimate online

Updated 3 months ago by Bethany W.

A macro is a saved list of line items you can add to a structure. Using macros is a more efficient way to replicate repetitive tasks.

Load macro

In Sketch

  1. On the Sketch tab, click Options.
  2. Select a structure on the sketch workspace.
  3. Click Macros in the Sketch ribbon to open the Macros dialog box.
  4. Select a macro, and click OK.

In Estimate Items—method one

  1. On the Estimate Items tab, click Items.
  2. Click Macros.
  3. In the Grouping pane, select a structure or group.
  4. In the Macros pane, select a macro. Click Run.
  5. The item is added to the structure or group you selected.

In Estimate Items—method two

  1. In the Grouping pane, right-click a structure or group.
  2. Select Retrieve Macro to open the Macros dialog box.
  3. Select a Macro, and click OK.

Create macro

In Sketch

  1. On the Sketch tab, click Options.
  2. Click Macros in the Sketch ribbon to open the Macros dialog box.
  3. Click Add.
  4. Type a name and a description for your Macro.
  5. To add line items, click Line Items.
  6. Enter the Cateogry (Cat), Selection (Sel), and Calculation for a line item. Click Add Item.
  7. Repeat step 6 for each line item you want to include in the Macro.
  8. Select and configure any other options.
  9. Click OK to save your Macro.

In Estimate Items—method one

  1. On the Estimate Items tab, click Items.
  2. Click Macros.
  3. In the Macros pane, select a macro. Click Add.
  4. Type a name and a description for your macro.
  5. To add line items, click Line Items.
  6. Enter the Category (Cat), Selection (Sel), and Calculation for a line item. Click Add Item.
  7. Repeat step 6 for each line item you want to include in the Macro.
  8. Select and configure any other options.
  9. Click OK to save your macro.

In Estimate Items—method two

  1. Add the appropriate line items to a structure or group.
  2. In the grouping pane, right click the structure or group with the line items you want to save as a macro.
  3. Select Save Macro to open the Macros dialog box.
  4. Type a name in the Code box and a description for your macro.
  5. Click OK to save your macro.


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