Download price lists in Xactimate online
Request and download a price list in a new project
- Create and open a new project. This opens the Select a price list window.
- Select the needed price list. If it is not available, select Request price list. This opens the Request price list by window.
- Refine your search by location or name.
- Enter the required information and select Download. The downloaded list appears in the original window.
- Select the desired price list.
- Press Next.
- Select a tax jurisdiction.
- Select Done.
Request and download a price list in an existing project
- In an open estimate, navigate to Claim info > Parameters.
- In the Pricing card, select the menu button at the end of the Price list field. This opens the Select a price list window.
- 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.
- Refine your search by location or name.
- Enter the required information and select Download. The downloaded list appears in the original window.
- Select the desired price list.
- Press Next.
- Select a tax jurisdiction.
- Select Done.