Create template documents
Updated
by
Heather Jones
You can create custom documents, letters, and reports that use data from an estimate. These appear with the reports within the estimate.
Create a template
To create a template, write and save your report in Microsoft Word and include an appropriate token anywhere you want to auto-populate information (see the following section for details on adding tokens). Tokens represent data that will appear in a document or report template and are each derived from either fields in the estimate or values calculated based on the estimate. When you export the document, the tokens are replaced with corresponding data from the estimate.
For example:
GENERIC REPORT
Date of Loss: [DATE_LOSS]
Our File Number: [FILE_NO]
Report Date: [DATE_CURRENT]
Insert tokens
To insert tokens in your document:
- Open Xactimate and navigate to Tools in the main side menu.
- Scroll to the Tokens section.
- Find the appropriate token (either scroll through the list or do a keyword search).
- Select the token to copy it.
- Paste the token in your template document.Details
Click here for a full list of tokens.
Description | Token | Definition | Location in Xactimate |
Adjuster # | [ADJUSTER_NUM] | The Adjuster number associated with Claim Rep | Contacts > Estimator/Claim Rep |
Adjuster File Number | [FILE_NO] | The file number added in the Cov Loss section of the estimate | Estimate > Cov/Loss tab |
Agent Business Phone | [AGENT_B_PHONE] | Agent Business Phone # | Contacts > Agent |
Agent Cell Phone | [AGENT_C_PHONE] | Agent Cell Phone # | Contacts > Agent |
Agent Code | [AGENT_CODE] | Agency Quick Code | Contacts > Agent |
Agent Contact | [AGENT_CONTACT] | Agent Primary Contact | Contacts > Agent |
Agent Fax Phone | [AGENT_F_PHONE] | Agent Fax Phone # | Contacts > Agent |
Agent Home Phone | [AGENT_H_PHONE] | Agent Home Phone # | Contacts > Agent |
Agent Name | [AGENT_NAME] | Agent Name | Contacts > Agent |
Agent Pager | [AGENT_PAGER] | Agent Pager # | Contacts > Agent |
Agent Position | [AGENT_POSITION] | Agent Position | Contacts > Agent |
Catastrophe Code | [CATASTROPHE_CODE] | Cat Code associated with the estimate. Usually on an assignment cycle | Estimate > Coverage/Loss > Loss Info |
Claim Number | [CLAIM_NUM] | Claim Number | Estimate > Coverage/Loss > Loss Info |
Claim Rep E-Mail | [CLAIM_REP_E_MAIL] | Claim Rep E-Mail | Contacts > Claim Reps/Estimators |
Claim Rep Adjuster # | [CLAIM_REP_ADJUSTER_NUMBER] | Adjuster number used as part of Claim Rep info | Contacts > Claim Reps/Estimators |
Claim Rep Business Street Address | [CLAIM_REP_B_STREET] | Claim Rep Business Street Address | Contacts > Claim Reps/Estimators |
Claim Representative Business City | [CLAIM_REP_B_CITY] | Claim Rep Business City | Contacts > Claim Reps/Estimators |
Claim Representative Business Phone | [CLAIM_REP_B_PHONE] | Claim Rep Business Phone | Contacts > Claim Reps/Estimators |
Claim Representative Business State | [CLAIM_REP_B_STATE] | Claim Rep Business State | Contacts > Claim Reps/Estimators |
Claim Representative Business Zip | [CLAIM_REP_B_ZIP] | Claim Rep Business Zip | Contacts > Claim Reps/Estimators |
Claim Representative Cell Phone | [CLAIM_REP_C_PHONE] | Claim Rep Cell Phone | Contacts > Claim Reps/Estimators |
Claim Representative Code | [CLAIM_REP_CODE] | Code associated with the smart list drop down when multiple claim reps are listed as a claim rep contact | Contacts > Claim Reps/Estimators |
Claim Rep Fax | [CLAIM_REP_F_PHONE] | Claim Rep Fax # | Contacts > Claim Reps/Estimators |
Claim Rep Home Phone | [CLAIM_REP_H_PHONE] | Claim Rep Home Phone # | Contacts > Claim Reps/Estimators |
Claim Rep Name | [CLAIM_REP_NAME] | Claim Rep Name | Contacts > Claim Reps/Estimators |
Claim Rep Pager | [CLAIM_REP_PAGER] | Claim Rep Pager # | Contacts > Claim Reps/Estimators |
Claim Rep Position | [CLAIM_REP_POSITION] | Optional addition to a contact | Contacts > Claim Reps/Estimators |
Claimant Business Phone | [CLAIMANT_B_PHONE] | 3rd party claimant usually on an assignment cycle estimate | Estimate > Insured Info |
Claimant Cell Phone | [CLAIMANT_C_PHONE] | 3rd party claimant usually on an assignment cycle estimate | Estimate > Insured Info |
Claimant Code | [CLAIMANT_CODE] | 3rd party claimant usually on an assignment cycle estimate | Estimate > Insured Info |
Claimant Fax Phone | [CLAIMANT_F_PHONE] | 3rd party claimant usually on an assignment cycle estimate | Estimate > Insured Info |
Claimant Home Phone | [CLAIMANT_H_PHONE] | 3rd party claimant usually on an assignment cycle estimate | Estimate > Insured Info |
Claimant Name | [CLAIMANT_NAME] | 3rd party claimant usually on an assignment cycle estimate | Estimate > Insured Info |
Claimant Pager | [CLAIMANT_PAGER] | 3rd party claimant usually on an assignment cycle estimate | Estimate > Insured Info |
Claimant Position | [CLAIMANT_POSITION] | 3rd party claimant usually on an assignment cycle estimate | Estimate > Insured Info |
Code for the type of loss | [TOL_CODE] | The type of loss for the estimate | Estimate > Coverage/Loss |
Company Header Code | [COMPANY_HDR_CODE] | Smart list drop down for Company Header. Used when multiple headers are listed in Xactimate | Estimate > Parameters > Report Text |
Company Header Information | [COMPANY_HDR_INFO] | Information such as address & phone number of company | Estimate > Parameters > Report Text |
Company Header Name | [COMPANY_HDR_NAME] | Name of company in Company Header | Estimate > Parameters > Report Text |
Contractor Business Address Street | [CONTRACTOR_B_STREET] | Contractor Business Address Street | Contacts > Contractor |
Contractor Business City | [CONTRACTOR_B_CITY] | Contractor Business City | Contacts > Contractor |
Contractor Business Phone | [CONTRACTOR_B_PHONE] | Contractor Business Phone | Contacts > Contractor |
Contractor Business State | [CONTRACTOR_B_STATE] | Contractor Business State | Contacts > Contractor |
Contractor Business Zip | [CONTRACTOR_B_ZIP] | Contractor Business Zip | Contacts > Contractor |
Contractor Cell Phone | [CONTRACTOR_C_PHONE] | Contractor Cell Phone # | Contacts > Contractor |
Contractor Code | [CONTRACTOR_CODE] | Code associated with the smart list drop down when multiple contractors are listed as contacts | Contacts > Contractor |
Contractor Company | [CONTRACTOR_COMPANY] | Contractor Company | Contacts > Contractor |
Contractor Contact | [CONTRACTOR_CONTACT] | Contractor Contact | Contacts > Contractor |
Contractor Fax Phone | [CONTRACTOR_F_PHONE] | Contractor Fax Phone # | Contacts > Contractor |
Contractor Home Phone | [CONTRACTOR_H_PHONE] | Contractor Home Phone # | Contacts > Contractor |
Contractor Pager | [CONTRACTOR_PAGER] | Contractor Pager # | Contacts > Contractor |
Coverage ACV Loss (Replace 1 with coverage #) | [COV_ACV_1] | Total Replacement Cost Loss = line item , BSC & Tax | Grand Total on bottom of estimate |
Coverage Advance Payment Amount (Replace 1 with coverage #) | [COV_ADVANCE_PAYMENT_1] | If a payment has been made "in advance", this is where the amount is entered. | The amount entered into the Advance Payment option from the Parameters tab. |
Coverage Amount Over Limits (Replace 1 with coverage #) | [COV_AMOUNT_OVER_LIMITS_1] | Amount that is over the policy limit. | Take the total amount for the estimate (including BSC & Tax) and subtract the policy limit. This is the amount for this token. |
Coverage Apply To… ACV,R/C, or Both (Replace 1 with coverage #) | [COV_APPLY_TO_1] | This is the "Apply To" value in the Coverage section of the estimate. The choices are ACV, R/C, or Both. The report will only display one of those 3 choices. | Claim Info > Coverage/Loss |
Coverage Deductible (Replace 1 with coverage #) | [COV_DEDUCTIBLE_1] | The amount of the Deductible in Coverages | Claim Info > Coverage/Loss |
Coverage Deductible Applied (Replace 1 with coverage #) | [COV_DEDUCTIBLE_APPLIED_1] | This is the applied deductible. If I have a deductible of $2,000 and the total Loss is $1,500 it will only show $1,500 being applied as the deductible to the loss. | Deductible is in Claim Info > Coverage/Loss |
Coverage Direct Replacement Amount (Replace 1 with coverage #) | [COV_DIRECT_REPLACEMENT_1] | Direct Replacement Amount | Estimate Items Quick Entry Pane |
Coverage Direct Replacement Amount Owed By Insured(Replace 1 with coverage #) | [COV_DIRECT_REPLACEMENT_OWED_1] | Direct Replacement Amount Owed by the Insured | Estimate Items Quick Entry Pane |
Coverage Grand Total (Replace 1 with coverage #) | [COV_GRAND_TOTAL_1] | The Policy Limit coverage amount, not exceeding the total estimate amount. If I have total amount of $1,200 for the estimate, and my policy limit is $1,500, the amount that will show for this token is $1,200. If my total estimate exceeds the policy limit of $1,500, the amount for this token will still be $1,500. | |
Coverage Items Total (Replace 1 with coverage #) | [COV_ITEMS_TOTAL_1] | This is the line item total (no BSC or Tax) | Estimate Sub Total |
Coverage Less Salvage Retention (Replace 1 with coverage #) | [COV_LESS_SALVAGE_1] | If I have a claim of $1,100 and my deductible is $1,000 and a Salvage retention of $125, the less salvage retention will be $100.00. | |
Coverage Name/Description (Replace 1 with coverage #) | [COV_NAME_1] | Displays the first coverage listed from Coverage/Loss (e.g. the default is Dwelling, so Dwelling is the value you will see for this token.) | Claim Info > Coverage/Loss |
Coverage 'Neither' Type Taxes (Replace 1 with coverage #) | [COV_NEITHER_TAX_1] | Sales Taxes have 3 options: Tax on O&P, O&P on Tax, or Neither. When Neither is selected, sales tax will not apply. | Claim Info > Parameters > Sales Taxes |
Coverage Non Recoverable Depreciation (Replace 1 with coverage #) | [COV_NONRECOVERABLE_DEPRECIATION_1] | Displays the non-recoverable value when the depreciation of a line item is set to Non Recoverable. | Estimate Items > Line Item Entry |
Coverage 'O&P on Tax' Type Taxes (Replace 1 with coverage #) | [COV_OP_TAX_1] | Sales Taxes have 3 options: Tax on O&P, O&P on Tax, or Neither. When O&P on Tax is selected, O&P will be calculated after the sales tax has been applied. | Claim Info > Parameters > Sales Taxes |
Coverage Overhead (Replace 1 with coverage #) | [COV_OVERHEAD_1] | Overhead amount is displayed. | Claim Info > Parameters > O&P |
Coverage Policy Limit (Replace 1 with coverage #) | [COV_POLICY_LIMIT_1] | Policy limit amount | Claim Info > Coverage/Loss |
Coverage Profit (Replace 1 with coverage #) | [COV_PROFIT_1] | The percentage of Profit (from O&P) X the estimate amount. (e.g. Estimate amount is $1000.00, profit 3% = $30.00) | Claim Info > Parameters > O&P |
Coverage RC Claim (Replace 1 with coverage #) | [COV_RC_CLAIM_1] | Net Claim minus the deductible | Claim Info > Coverage/Loss |
Coverage RC Loss (Replace 1 with coverage #) | [COV_RCV_1] | Replacement Cost Value before the deductible | Claim Info > Coverage/Loss |
Coverage Recoverable Depreciation (Replace 1 with coverage #) | [COV_RECOVERABLE_DEPRECIATION_1] | The item's depreciation amount that is recoverable. | Estimate Items > Line Item Entry |
Coverage Reserve (Replace 1 with coverage #) | [COV_RESERVE_1] | From the Coverage/Loss tab, the Amount for the Reserve. | Claim Info > Coverage/Loss |
Coverage Residual Deductible (Replace 1 with coverage #) | [COV_RESIDUAL_DEDUCTIBLE_1] | If the ACV is $0.00 and a depreciation is entered that is recoverable, an additional residual deductible is shown. | Estimate Items > Line Item Entry |
Coverage Residual Salvage Retention (Replace 1 with coverage #) | [COV_RESIDUAL_SALVAGE_RETENTION_1] | If the ACV is $0.00 and a salvage amount is entered, the residual salvage amount is shown. | Estimate Items > Line Item Entry |
Coverage Sales Tax Total (Replace 1 with coverage #) | [COV_TAX_1] | If, for example, you have a sale's tax for Material that is 6%, you would multiply 6% by the total material items = coverage sales tax total. | Claim Info > Parameters > Sales Taxes |
Coverage Salvage Retention (Replace 1 with coverage #) | [COV_SALVAGE_RETENTION_1] | Full Salvage retention value. This value can be entered in the Parameters under Salvage Retention as a lump sum or at the line item level. | Claim Info > Parameters > Salvage Retention |
Coverage Subtotal (Replace 1 with coverage #) | [COV_SUBTOTAL_1] | Line item total plus the BSC | |
Coverage 'Tax on O&P' Type Taxes (Replace 1 with coverage #) | [COV_TAX_OP_1] | If Tax Type = Tax on O&P, thetoken amount shows the Base, multiplied by the rate. E.g. if I have tax on Base - Material, and the rate is 6%, thetoken shows the material amount multiplied by 6%. | Claim Info > Parameters > Sales Taxes |
Coverage Total Base Service Charges (Replace 1 with coverage #) | [COV_BSC_1] | Total BSC amount | Estimate Items > Base Service Charge |
Coverage Total Line Items (Replace 1 with coverage #) | [COV_TOTAL_LINE_ITEMS_1] | Line item total | Sub Total |
Coverage Type (Replace 1 with coverage #) | [COV_TYPE_1] | The type of coverage (Structural, Other Structures, or Contents) | Claim Info > Coverage/Loss |
Current Date | [DATE_CURRENT] | Current Date when report is generated | Modules & Reports |
Current Date and Time | [DATE_TIME_CURRENT] | Current Date and Time when report is generated | Modules & Reports |
Date Assigned | [DATE_ASSIGNED] | The date the claim/estimate was assigned to the estimator/claim rep | Estimate > Insured Info |
Date Contacted | [DATE_CONTACTED] | The date the adjuster/estimator enters after contacting the insured | Estimate > Insured Info |
Date Entered | [DATE_ENTERED] | The date the claim is entered into Xactimate | Estimate > Insured Info |
Date Estimate was Completed | [DATE_COMPLETED] | Date the Adjuster/estimator enters once estimate is done | Estimate > Insured Info |
Date Inspected | [DATE_INSPECTED] | Date the adjuster/estimator uses for the date the claim is inspected | Estimate > Insured Info |
Date Job was Completed | [DATE_JOB_COMPLETED] | Used by some insurance/ contracting companies once the job is actually finished | Estimate > Insured Info |
Date of Loss | [DATE_LOSS] | The date the damage occurred | Estimate > Insured Info |
Date Received | [DATE_RECEIVED] | The date the claim was downloaded into Xactimate from XactAnalysis | Estimate > Insured Info |
Description for the type of loss | [TOL_DESC] | Lists the actual description associated with the type of loss | Estimate > Coverage/Loss > Loss Info |
Estimate Code | [ESTIMATE_CODE] | Project Number/Name | Projects |
Estimate in Read Only State (yes or No)? | [ESTIMATE_IS_READONLY] | Estimate in Read Only State (yes or No)? | Projects |
Estimate/Valuation Name | [PROJECT_NAME] | Claim Number if on assignment cycle, name of project/valuation entered by estimator/claim rep | Projects |
Estimator Business Phone | [ESTIMATOR_B_PHONE] | Estimator Business Phone # | Contact Manager > Estimator |
Estimator Cell Phone | [ESTIMATOR_C_PHONE] | Estimator Cell Phone # | Contact Manager > Estimator |
Estimator Code | [ESTIMATOR_CODE] | Abbreviation used when there are multiple estimators. | Contact Manager > Estimator |
Estimator E-Mail | [ESTIMATOR_E_MAIL] | Estimator E-Mail | Contact Manager > Estimator |
Estimator Fax Phone | [ESTIMATOR_F_PHONE] | Estimator Fax Phone # | Contact Manager > Estimator |
Estimator Home Phone | [ESTIMATOR_H_PHONE] | Estimator Home Phone # | Contact Manager > Estimator |
Estimator Name | [ESTIMATOR_NAME] | Estimator Name | Contact Manager > Estimator |
Estimator Pager | [ESTIMATOR_PAGER] | Estimator Pager # | Contact Manager > Estimator |
Estimator Position | [ESTIMATOR_POSITION] | Estimator Position | Contact Manager > Estimator |
Form # | [FORM_NO] | Form number | Claim Info > Coverage/Loss > Loss Info |
ID of User that created the Estimate | [USER_ID] | ID of User that created the Estimate | Estimate Audit Report |
Insured Business Phone | [INSURED_B_PHONE] | Insured Business Phone # | Estimate > Insured Info |
Insured Cell Phone | [INSURED_C_PHONE] | Insured Cell Phone # | Estimate > Insured Info |
Insured Fax Phone | [INSURED_F_PHONE] | Insured Fax # | Estimate > Insured Info |
Insured Home Phone | [INSURED_H_PHONE] | Insured Home Phone # | Estimate > Insured Info |
Insured Home/Mailing Address Street | [INSURED_H_STREET] | Insured Home/Mailing Address Street | Estimate > Insured Info |
Insured Home/Mailing City | [INSURED_H_CITY] | Insured Home/Mailing City | Estimate > Insured Info |
Insured Home/Mailing State | [INSURED_H_STATE] | Insured Home/Mailing State | Estimate > Insured Info |
Insured Home/Mailing Zip Code | [INSURED_H_ZIP] | Insured Home/Mailing Zip Code | Estimate > Insured Info |
Insured Pager | [INSURED_PAGER] | Insured Pager # | Estimate > Insured Info |
Insured Property Address Street | [INSURED_P_STREET] | Insured Property Street Address | Estimate > Insured Info |
Insured Property City | [INSURED_P_CITY] | Insured Property City | Estimate > Insured Info |
Insured Property State | [INSURED_P_STATE] | Insured Property State | Estimate > Insured Info |
Insured Property Zip Code | [INSURED_P_ZIP] | Insured Property Zip Code | Estimate > Insured Info |
Insured Name | [INSURED_NAME] | Insured Name | Estimate > Insured Info |
Mortgagee | [MORTGAGEE] | Mortgage holder | Claim Info > Insured Info > Personnel |
Loss of Use Limit | [LIMIT_LOSS_USE] | Loss of Use Limit | Estimate > Cov/Loss tab |
Loss of Use Reserve | [RESERVE_LOSS_USE] | Estimated amount set aside to pay out for loss of use. | Estimate > Cov/Loss tab |
Mortgage holder five | [MORTGAGEE5] | Mortgage holder five | Claim Info > Insured Info |
Mortgage holder four | [MORTGAGEE4] | Mortgage holder four | Claim Info > Insured Info |
Mortgage holder one | [MORTGAGEE1] | Mortgage holder one | Claim Info > Insured Info |
Mortgage holder three | [MORTGAGEE3] | Mortgage holder three | Claim Info > Insured Info |
Mortgage holder two | [MORTGAGEE2] | Mortgage holder two | Claim Info > Insured Info |
Payment Tracker Current Supplement ACV | [PT_SUPPLEMENT_ACV] | If payment tracker is used with estimate | Payment Tracker |
Payment Tracker Current Supplement RCV | [PT_SUPPLEMENT_RCV] | If payment tracker is used with estimate | Payment Tracker |
Permit Amount | [PERMIT_AMOUNT] | Amount entered in estimate for current permit fees | Claim Info > Parameters > Additional Charges |
Policy Effective Date | [DATE_POLICY_EFFECTIVE] | Policy Effective Date | Claim Info > Cov/Loss tab |
Policy Number | [POLICY_NUM] | Policy Number | Claim Info > Cov/Loss tab |
Policy Term Date | [DATE_POLICY_TERM] | Policy Term Date | Claim Info > Cov/Loss tab |
Price List | [PRICE_LIST] | Price List | Claim Info > Parameters |
Tax Jurisdiction | [JURISDICTION] | Tax Jurisdiction | Claim Info > Parameters |
Reference Business Address Street | [REFERENCE_B_STREET] | Reference Business Street Address | Contact Manager > Reference |
Reference Business City | [REFERENCE_B_CITY] | Reference Business City | Contact Manager > Reference |
Reference Business Phone | [REFERENCE_B_PHONE] | Reference Business Phone | Contact Manager > Reference |
Reference Business State | [REFERENCE_B_STATE] | Reference Business State | Contact Manager > Reference |
Reference Business Zip | [REFERENCE_B_ZIP] | Reference Business Zip | Contact Manager > Reference |
Reference Cell Phone | [REFERENCE_C_PHONE] | Reference Cell Phone # | Contact Manager > Reference |
Reference Code | [REFERENCE_CODE] | Reference Code | Contact Manager > Reference |
Reference Company | [REFERENCE_COMPANY] | Reference Company Name | Contact Manager > Reference |
Reference Contact | [REFERENCE_CONTACT] | Reference Contact | Contact Manager > Reference |
Reference E-Mail | [REFERENCE_EMAIL] | Reference E-Mail | Contact Manager > Reference |
Reference Fax Phone | [REFERENCE_F_PHONE] | Reference Fax Phone # | Contact Manager > Reference |
Reference Home Phone | [REFERENCE_H_PHONE] | Reference Home Phone # | Contact Manager > Reference |
Reference Pager | [REFERENCE_PAGER] | Reference Pager # | Contact Manager > Reference |
Reference Position | [REFERENCE_POSITION] | Reference Position | Contact Manager > Reference |
Referral Date | [DATE_REFERRAL] | Referral Date | On a referral assignment |
Summary ACV Loss | [SUM_ACV] | Summary ACV Loss | Claim Info > Loss Recap |
Summary Advance Payment Amount | [SUM_ADVANCE_PAYMENT] | Summary Advance Payment Amount | Claim Info > Parameters > Advance Payment |
Summary Amount Over Limits | [SUM_AMOUNT_OVER_LIMITS] | Summary Amount Over Limits | Reports/Estimate |
Summary Deductible Applied | [SUM_DEDUCTIBLE_APPLIED] | Summary Deductible Applied | Claim Info > Coverage/Loss |
Summary Direct Replacement Amount | [SUM_DIRECT_REPLACEMENT] | Summary of Direct Replacement Amounts | Report |
Summary Direct Replacement Amount Owed By Insured | [SUM_DIRECT_REPLACEMENT_OWED] | Summary of Direct Replacement Amounts owed by the Insured | Report |
Summary Grand Total | [SUM_GRAND_TOTAL] | Grand Total of Estimate | Reports/Estimate |
Summary Less Salvage Retention | [SUM_LESS_SALVAGE] | Salvage Retention | Claim Info > Parameters > Salvage Retention |
Summary 'Neither' Type Taxes | [SUM_NEITHER_TAX] | 'Neither' Type Taxes | Claim info > Parameters > Sales Tax |
Summary Non Recoverable Depreciation | [SUM_NONRECOVERABLE_DEPRECIATION] | Summary Non Recoverable Depreciation | Report |
Summary 'O&P on Tax' Type Taxes | [SUM_OP_TAX] | Summary 'O&P on Tax' Type Taxes | Report |
Summary Overhead | [SUM_OVERHEAD] | Summary Overhead | Report |
Summary Profit | [SUM_PROFIT] | Summary Profit | Report |
Summary RC Claim | [SUM_RC_CLAIM] | Summary RC Claim | Report |
Summary RC Loss | [SUM_RCV] | Summary RC Loss | Report |
Summary Recoverable Depreciation | [SUM_RECOVERABLE_DEPRECIATION] | Summary Recoverable Depreciation | Report |
Summary Residual Deductible | [SUM_RESIDUAL_DEDUCTIBLE] | Summary Residual Deductible | Report |
Summary Residual Salvage Retention | [SUM_RESIDUAL_SALVAGE_RETENTION] | Summary Residual Salvage Retention | Report |
Summary Sales Tax Total | [SUM_TAX] | Summary Sales Tax Total | Report |
Summary Subtotal | [SUM_SUBTOTAL] | Summary Subtotal | Report |
Summary 'Tax on O&P" Type Taxes | [SUM_TAX_OP] | Summary 'Tax on O&P" Type Taxes | Report |
Summary Total Base Service Charges | [SUM_BSC] | Summary Total Base Service Charges | Report |
Summary Total Deductible | [SUM_TOTAL_DEDUCTIBLE] | Summary Total Deductible | Report |
Summary Total Line Items | [SUM_TOTAL_LINE_ITEMS] | Summary Total Line Items | Report |
Time Contacted | [DATE_CONTACTED_TIME] | Time entered by estimator | Claim Info > Insured Info |
Time of Loss | [DATE_LOSS_TIME] | Time entered by claim handler | Claim Info > Insured Info |
Total ACV Claim (Loss Recap Col 9 Total) | [LR_ACV_CLAIM] | Net Claim minus the deductible & salvage retention | Loss Recap Tab/ column 9 |
Total ACV Loss (Loss Recap Col 4 Total) | [LR_ACV_LOSS] | The sum of Line items, BSC, Sales Tax, O&P | Loss Recap Tab/ column 4 |
Total Deductible Applied (Loss Recap Col 5 Total) | [LR_DEDUCT_APPLIED] | Applied Deductible | Loss Recap Tab/ column 5 |
Total Non Recoverable Depreciation (Loss Recap Col 3 Total) | [LR_NR_DEPR] | Non Recover Depreciation | Loss Recap Tab/ column 3 |
Total Potential Supplement Claim (Loss Recap Col 8 Total) | [LR_POTENTIAL_SUPP_CLAIM] | Potential Supplement Claim | Loss Recap Tab/ column 8 |
Total RC Claim (Loss Recap Col 7 Total) | [LR_RC_CLAIM] | ACV Claim | Loss Recap Tab/ column 7 |
Total Recoverable Depreciation (Loss Recap Col 2 Total) | [LR_R_DEPR] | Recoverable Depreciation | Loss Recap Tab/ column 2 |
Total Replacement Cost Loss (Loss Recap Col 1 Total) | [LR_RC_LOSS] | Replacement Cost Loss | Loss Recap Tab/ column 1 |
Import a template to Xactimate
- Close the Word document/template.
- Open an estimate.
- Navigate to Documents > Reports.
- Open the Documents tab and the Template Docs tab under it.
- Select Import to open File Explorer.
- Open the appropriate template file.
Generate a document by using a template
- Open an estimate.
- Navigate to Documents > Reports.
- Open the Documents tab and the Template Docs tab under it.
- Select a template, then select Export Report.
- Choose a location in the File Explorer window that appears, and select Save. The report generates in that location with the token data automatically populated.