Download price lists in Xactimate online

Updated 3 weeks ago by Jill Bowers

Request and download a price list in a new project 

  1. Create and open a new project. This opens the Select a price list window. 
  2. Select the needed price list. If it is not available, select Request price list. This opens the Request price list by window.
  3. Refine your search by location or name.  
  4. Enter the required information and select Download. The downloaded list appears in the original window.  
  5. Select the desired price list. 
  6. Press Next.  
  7. Select a tax jurisdiction. 
  8. Select Done.

  

Request and download a price list in an existing project 

  1. In an open estimate, navigate to Claim info > Parameters
  2. In the Pricing card, select the menu button at the end of the Price list field. This opens the Select a price list window. 
  3. Select the needed price list. If it is not available, select Request price list. Another window appears. This opens the Request price list by window. 
  4. Refine your search by location or name.  
  5. Enter the required information and select Download. The downloaded list appears in the original window.  
  6. Select the desired price list. 
  7. Press Next.  
  8. Select a tax jurisdiction. 
  9. Select Done


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