Download price lists in Xactimate online
Updated
by
Jill Bowers
Request and download a price list in a new project
Because Xactimate online syncs automatically, price lists do not have to be downloaded into your instance or profile; this automatically happens for you. However, if you can’t find the price list you’re looking for, you can request one from within an estimate by following the steps below.
- Create and open a new project. This opens the Select a price list window.
- Select your price list.
- Select Next.
- Select your tax jurisdiction.
- Select Done.
If you do not see a price list for your area in the Select a price list window, follow these steps.
- Select Request price list from the Select a price list window.
- Refine your search by City, Zip code, or Name.
- Enter more information, such as the location, date, language, and profile, if applicable.
- Select Download. This closes the Select a price list by window and opens the original price list window. The downloaded price list now appears in the original price list window.
- Select your price list.
- Select 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.
- The Select a price list window appears. Select your price list.
- Select Next.
- Select a tax jurisdiction.
- Select Done.