Copy a Sketch from one estimate to another in online
Updated
by
Heather Jones
Unlike Xactimate desktop (X1), it is not directly possible to copy a sketch from one estimate to another in Xactimate online. You do, however, have three alternative options:
Use the Copy From Project tool, which copies the entire scope, including the sketch and line items, from one estimate to another one in the same profile. For assistance with this process, see Copying data from an existing project.
Save a sketch from one project as a sketch template and import it into another project. For assistance with this process, see Creating a Sketch template and Using a Sketch template.
Use the Merge tool to combine all data from two or more projects into one and put the sketch data on a new Sketch pane. For more information, see Merge project data in Xactimate in the eService Center or Merge projects in Xactimate desktop.