Third-party pricing for mobile
Updated
by
Jill Bowers
About third-party pricing
When you request third-party pricing for line items, our partners use the latest data and algorithms to provide an accurate price. Not all items allow for third-party pricing, so you must ensure that you use the appropriate items to obtain accurate pricing.
Pricing requests return both the price and a report; however, if there is an error with processing, you may not receive either the price or the report (or both). If third-party pricing is required for your profile, you cannot complete the estimate without the price for these specialized line items, but you can complete it without the report.
If your request does not return either the price or the report, and you can confirm that you have a working internet connection, contact ITEL for further assistance.
Adding items for third-party pricing
Items with third-party pricing available have particular CAT/SEL codes that indicate to Xactimate that they need additional information. If you want third-party pricing for an item, make sure you use one of the following codes to add the item and then fill in any missing required information.
- RFG220
- RFG240
- RFG300
- RFG400
- RFG400I
- RFG500-
- RFG500
- RFG500I
- RFG500SH
- RFG500SH+
- RFG500SL-
- RFG500SL
- RFG500SL+
Requesting third-party pricing for multiple items at once
Open the estimate with the items and navigate to More > Pricing.
From within this page, complete the following:
- Select Request Third-party Pricing
- Review the items listed in the Third-party Pricing window; if any item shows Required on the right, you must obtain third-party pricing for the item before you can complete the estimate..
- Select Request to send the pricing request for all the items listed in the Third-party Pricing window.
- Keep the window open while the request processes.
- If the request is successful, you will receive a notification and can then close the window; if the request is not successful, you will receive a notification with the options to cancel or retry.
Requesting third-party pricing for individual items
Open the item from within the estimate list view or inventory and complete the following:
- Select the three dots in the Price line to open the Unit Price window.
- Select Third-party Pricing to open the Third-party Pricing window.
- Review the items listed; if any item shows Required on the right, you must obtain third-party pricing for the item before you can complete the estimate.
- Select Request to send the pricing request for all the items listed.
- Keep the window open while the request processes.
- If the request is successful, you will receive a notification and can then close the window; if the request is not successful, you will receive a notification with the options to cancel or retry.
Requesting third-party pricing from an estimate inspection violation
If you attempt to complete the project but have items that still need third-party pricing, the Required window appears with a violation for each item that is missing third-party pricing.
Select any of the third-party pricing violations to open the Third-party Pricing window.
- Select Request to send the pricing request for all the items listed in the Third-party Pricing window.
- Keep the window open while the request processes.
- If the request is successful, you will receive a notification and can then close the window; if the request is not successful, you will receive a notification with the options to cancel or retry.