Complete an Estimate

12 articles

Change the profile of a completed estimate in Xactimate online

On the Projects tab, right click a project. Select Duplicate. Type a name and select a new profile. A new estimate is created with the data from the original estimate using the settings from the new…

Updated 5 months ago by Bethany W.

Customize line items in Xactimate online

Xactware’s carefully researched and validated pricing information can significantly reduce the amount of time that it takes to research and negotiate pricing for individual items. However, there ma...

Updated 5 months ago by Bethany W.

Add items to a room below stairs in Xactimate online

The Estimate Items Grouping pane doesn’t distinguish between the staircase and the room below the staircase. Follow these steps to add items to the room below the stairs. In the estimate, click Estim…

Updated 6 months ago by Bethany W.

Calculate floor waste in Xactimate online

Finding the waste percentage. Sketch the room(s). In the Search pane, search for and select your desired type of carpet. Click in each of the rooms on the sketch that need that type of carpet. In the…

Updated 6 months ago by Bethany W.

Calculate roof waste in Xactimate online

Set auto calculate roof waste as the default. You can set Xactimate preferences to automatically calculate roof waste when relevant roofing material is added to the estimate. On the Control Center ta…

Updated 6 months ago by Bethany W.

Add carpet waste in Xactimate online

On the Estimate Items tab, add a carpet item. Click Complete. 15% carpet waste is automatically added to the line item. Return to the Estimate Items tab. An additional carpet line item is added. In t…

Updated 6 months ago by Bethany W.

Apply status indicators in Xactimate online

Status Indicators are applied to a line item to indicate that further action is required. Status Indicators can be applied to the Inventory , Pricing , and Interview sections of the XactContents tab.…

Updated 6 months ago by Bethany W.

Add depreciation to a single line item in Xactimate online

In the estimate, click Estimate Items. On the Items page, in the Quick Entry pane, select or add an item. Click the Depr list and select the depreciation type and amount. To save the changes, click O…

Updated 5 months ago by Bethany W.

Add overhead and profit to an item in Xactimate online

On the Estimate Items tab, add or select an item. Click Unit Price. To apply overhead and profit to the item, click O&P.

Updated 5 months ago by Bethany W.

View claim reports in Xactimate online

View Claim Reports. On the Claim Info tab, click Report Management. Several reports* are available in the Claim Reports category, including: Additional Living Expenses. Agreed Appraisal Report. Billi…

Updated 5 months ago by Bethany W.

Use checkpoint price lists in Xactimate online

A checkpoint price list provides a frame of reference for the estimating price. Prices in the completed estimate can be compared to checkpoint prices in a Variation report. On the Claim Info tab, cli…

Updated 5 months ago by Bethany W.

Access locked estimates in Xactimate online

Your estimate may be locked by collaboration, another user, or your own Xactware ID. The estimate is locked by collaboration (most common). When an estimate has been checked out for collaboration, on…

Updated 5 months ago by Bethany W.

Powered by HelpDocs (opens in a new tab)