Create an Estimate

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6 articles

Creating and opening estimates in Xactimate online

Create a new project in the Dashboard window. On the Control Center, click Dashboard. At the top of the Recent Projects pane, type a unique name for a new project, or continue to step 3 and Xactimate…

Updated 3 months ago by Bethany W.

Download a price list in Xactimate online

Download current price lists . By city. On the Price List tab, click Request Price List(s) in the upper-right corner. Select the country, and enter the state/province and city. You may select more th…

Updated 3 months ago by Bethany W.

Set parameters in Xactimate online

In Xactimate, you can control the outcome of your estimate by adjusting the parameters. Follow the steps below to access parameters. Open an estimate. On the Claim Info tab, click Parameters. Adjusta…

Updated 3 months ago by Bethany W.

Edit components in Xactimate online

Change the Labor Overhead cost of a component. On the Estimate Items tab, click Components. In the Grouping pane, select a room. Double-click a component in the Retail Labor group to open the Estimat…

Updated 4 months ago by Bethany W.

Adjust labor minimums in Xactimate online

The labor minimums pane displays the labor minimums for all line items. From this view you can select which labor minimums should be applied. You can set labor minimums to apply by default in your ...

Updated 3 months ago by Bethany W.

Change settings in the control center dashboard in Xactimate online

Change the default settings of the Control Center Dashboard panes. To move the default pane positions to your preference, click the top blue bar of the pane and begin dragging it. Arrows will appear…

Updated 4 months ago by Bethany W.