Complete an Estimate

13 articles

Change the Profile of a completed estimate

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 1 year ago by Bethany W.

Customize line items

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 1 year ago by Bethany W.

Add items to a room below stairs

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 1 year ago by Bethany W.

Calculate floor waste

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 1 year ago by Bethany W.

Calculate roof waste

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

Updated 1 year ago by Bethany W.

Add carpet waste

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 1 year ago by Bethany W.

Apply status indicators

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. I…

Updated 1 year ago by Bethany W.

Add depreciation to a single line item

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 1 year ago by Bethany W.

Add overhead and profit to an item

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 1 year ago by Bethany W.

View claim reports

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. Billin…

Updated 1 year ago by Bethany W.

Use checkpoint price lists

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 1 year ago by Bethany W.

Read the Variation Report

The checkpoint item is listed first and the estimated item second. For each line item comparison, you will see a ‘+’ to show that the checkpoint item is more expensive, or a ‘–‘ to show that the chec…

Updated 1 year ago by Bethany W.

Access locked estimates

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

Updated 1 year ago by Bethany W.

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