Request a price list in Xactimate desktop

Updated by Heather Jones

Request a default price list for new projects

  1. On the project dashboard, select the Preferences tab in the navigation menu on the left.
  2. Select Pricing.
  3. In the Price List section, select the list icon for the Price list field. The Select price list dialog box will appear.
Note: You can only select this if you have Default price list selected instead of Property zip/postal code matching. If Property Zip/postal code matching is selected, Xactimate does not allow a specific default price list and you must choose a price list for each new project.
  1. Select REQUEST PRICE LIST. The Request price list by dialog box will appear.
  2. Select the drop-down menu to modify the filters for City, Name, and Zip Code.
  3. Fill in each of the fields according to your needs.
Note: The fields vary depending on which of the options you selected in the initial drop-down menu.
  1. Select DOWNLOAD to return to the Select a price list screen.
  2. Select the appropriate price list.
  3. Select DONE.

Request a price list for any specific project:

  1. Within an estimate, select Claim Info in the left navigation menu.
  2. Select the Parameters tab.
  3. In the Price List section, select the list icon for the Price list field. The Select price list dialog box will appear.
  4. Select REQUEST PRICE LIST. The Request price list by dialog box will appear.

  1. Select the drop-down menu to modify the filter between City, Name, and Zip Code.
  2. Fill in each of the fields according to your needs.
    Note: The fields vary depending on which of the options you selected in the initial drop-down menu.

  1. Select DOWNLOAD to return to the Select a price list screen.
  2. Select the appropriate price list.
  3. Select DONE.

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