Add a line item in Xactimate desktop (X1)

Updated by Heather Jones

Add items through Estimate Items

There are multiple ways to add line items to your estimate. If you know the item you want to add, you can do so through Estimate Items or through Sketch;  both are explained in detail in this article.

  1. Open your project in Xactimate.
  2. In the left navigation menu, select Estimate.
  3. Select Estimate Items.
  4. In the Grouping pane, select the room to which the item belongs.

  1. Find the line item through one of the following options and add it to the estimate.
  • Use the keyword search at the top of the page to locate the item. Use it as you would any other search bar.
  • Use the reference search to find the item. Select the room type under Structural (items that are part of the house structure) or Contents (items that sit inside rooms) and then the appropriate area of the room. With the correct area selected, choose the item from the list that appears (adjusting the topic on the left as needed). See Xactimate Xpert Tip: Finding a Line Item in Xactimate for details.
  • Use the Quick Entry pane to enter the Cat (category) and Sel (selector) codes for the line item directly into their appropriate fields.
  • Use the Similar or Related search. With an already added item selected in the Quick Entry pane, select either Similar (for similar items) or Related (for items used in tandem with the selected item) just under the keyword search.

  1. Customize the item as needed in the Quick Entry pane.
Tip: If your estimate has a large number of line items, and you are trying to find a specific one you already added, you can search for it by the line item number; to do so, navigate to Estimate > Estimate Items, enter the number in the Item # field at the top right, and select the Enter key.

Add items through Sketch 

  1. Open your project in Xactimate.
  2. In the left navigation menu, select Estimate.  
  3. Select Sketch. 
  4. Select the appropriate room in the sketch. 
  5. Find and add the line item through one of the following options. 
  • Use the keyword search at the top of the Search pane. Use it as you would any other search bar. 
  • Use the reference search to find the item. Select Reference Search and narrow down your selection by choosing the appropriate options as they appear. 
Note: If Search Price List, and the options below it, is not visible, reorient the pane by selecting Home. 

  • Use the Quick Entry pane to enter the Cat (category) and Sel (selector) codes for the line item directly into their appropriate fields. 
  • Use the Similar or Related search. With an already added item selected, select either Similar (for similar items) or Related (for items used in tandem with the selected item) just under the keyword search. 

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