Download price lists in Xactimate online

Updated 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. 

 

  1. Select your price list.  
  2. Select Next. 
  3. Select your tax jurisdiction. 
  4. Select Done. 

If you do not see a price list for your area in the Select a price list window, follow these steps. 

  1. Select Request price list from the Select a price list window.  
  2. Refine your search by City, Zip code, or Name. 
  3. Enter more information, such as the location, date, language, and profile, if applicable.
  4. 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. 
  5. Select your price list. 
  6. Select 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.
  3. The Select a price list window appears. Select your price list. 
  4. Select Next. 
  5. Select a tax jurisdiction. 
  6. Select Done. 

If you do not see a price list for your area in the Select a price list window, follow these steps. 

  1. Select Request price list from the Select a price list window. 
  2. Refine your search by City, Zip code, or Name. 
  3. Enter more information, such as the location, date, language, and profile, if applicable.  
  4. Select Download. This closes the Select a price list by window and opens the original price list window.  
  5. Select the newly downloaded price list. 
  6. Press Next.  
  7. Select a tax jurisdiction. 
  8. Select Done. 

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