In Xactimate, you can control the outcome of your estimate by adjusting the parameters. Follow the steps below to access parameters.
- Open an estimate.
- On the Claim Info tab, click Parameters.
Many of the parameters have defaults that can be set on the Preferences window of the Control Center tab.
Adjustable parameters are divided into three categories: Pricing, Add Ons, and Report Text.
In the Pricing category, you can select how your estimate will be priced. You can set price list information, designate the job as a new construction, and indicate whether the repairs will be made by the homeowner or a contractor.
You can also set a default activity for the estimate. For example, if you are a contractor and you only perform the teardown, you could set the default activity to – Remove, so that installation and replacement costs are not included in your estimate.
In the Add Ons category, you can declare and adjust any extras that could affect the estimate, such as depreciation, overhead and profit, and market conditions.
In the Report Text category you can define a header, opening statement, and closing statement. For the opening and closing statement, you can select from available model statements or click Edit to write your own.