Using ITEL Now to obtain accurate line items

Updated by Heather Jones

Note: ITEL is only available for certain profiles. To access the ITEL option, you must contact Support to add the feature if it has not been added already. 
  1. Accept the assignment from XactAnalysis. 
  2. Navigate to Estimate Items and select the applicable category and selector. Select NFCP (for flooring), NSP (for siding), or NRP (for roofing) as the beginning of the selector code to indicate to Xactimate to enable the ITEL Submit form. 

Available flooring includes carpet, pad and underlayment, ceramic, porcelain or stone tile, sheet or tile vinyl, wood, and laminate flooring. 

Category 

Selector Code 

FCC 

NFCP, NFCPCT, NFCPGD, NFCPPAD 

FCR 

NFCP 

FCS 

NFCP, NFCPMBL, NFCPSL 

FCT 

NFCP, NFCPQ, NFCPS 

FCV 

NFCP, NFCPUL, NFCPVT, NFCPVTS 

FCW 

NFCP, NFCPENG, NFCPENG, NFCPLAM, NFCPPQ, NFCPSN, NFCPSNF 

Available siding includes aluminum, hardboard, fiber-cement, Masonite, steel, and vinyl siding. 

Category 

Selector Code 

SDG 

NSPBEV, NSPCSH, NSPFCLP, NSPFCSH, NSPFCV, NSPHB,  NSPLOG, NSPMLAP, NSPMTL, NSPMTLS, NSPPNL, NSPPNLI, NSPSHIP, SPSTUC, NSPTG, NSPVIN, NSPVINS 

Available roofing includes 3-tab and laminate shingles. 

Category 

Selector Code 

RFG 

NRP240S, NRP300S, NRP400S, NRP40IS, NRP500S, NRP50IS, NRP5HS+, NRP5LS+, NRP5SHS, NRP5SLS 

Note: If you are sending two separate samples with the same line item selector, change the item descriptions enough to differentiate between them. If the descriptions match, ITEL combines the items and only returns information for one, even if the items are in different rooms. You can instead add a SKU to each by selecting the Item Property Editor button () to open the Item Property Editor window and typing the SKU in the cell next to SKU. 
  1. Add any additional ITEL items in the same way. 
  2. Once you have added all the ITEL items, you can submit everything to ITEL via one of three possible methods: 
  • Select your project in the Local Projects list and select the ITEL Now option in the right menu to reveal a QR code. Scan the code with the ITEL Now app to export all the relevant line items and then follow the instructions in ITEL Now to submit pictures and samples. 
  • Open the Estimate Items page for your project and select any of your items. Navigate to ITEL Now on the right in the Quick Entry pane and select View QR Code. This opens the same QR code that appears in the Local projects list. Scan the code with the ITEL Now app to export all the relevant line items and then follow the instructions in ITEL Now to submit pictures and samples. 
  • Navigate to Tools in the blue, left menu and select ITEL Submit Form. Fill out the ITEL Submit Form that appears and review the information to ensure that it is accurate. The line items are partially filled automatically, but you must add the color and area of loss for each item. 
Note: If you open the form and then modify the estimate, your changes will not be reflected in the form. You must save and close the estimate and then reopen it to include the changes to the form. 

A. Once the form is complete, select Preview at the bottom right to open the pdf of the form (which you will send to ITEL with the physical samples). 

B. Select Submit to send the digital form to ITEL. 

  1. Once ITEL completes their samples analysis, they send the results back to Xactimate. 
Note: An XactAnalysis user can view a detailed pdf under the DOCUMENTS tab in XactAnalysis to review the item pricing. 
  1. When the data is ready for you, you receive a notification in Xactimate; select the notification to download the data and update your pricing. 

 The changes are automatically applied and are reflected in the line items going forward. 

 

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