Estimate Settings

6 articles

Select a Profile

Independent adjusters complete assignments for a number of different clients. Xactimate profiles allow adjusters and contractors to prepare estimates using a client's default preferences. You can sel…

Updated 1 year ago by Bethany W.

Group items

The grouping pane in the Estimate Items tab allows you to manage and add items to rooms, stairs, and other structures without using Sketch. Using the grouping pane can speed up the estimating process…

Updated 1 year ago by Bethany W.

Set subgroups

In Sketch, you can designate a structure as a subgroup of another structure. This allows you to treat a group of rooms as a single room for the purpose of adding line items. For example a closet is o…

Updated 1 year ago by Bethany W.

View price lists

View frequently used items (Desktop). In the top right corner of the Price List window, click Frequently Used Items. Set Source Price List to the price list you want to analyze. Select appropriate fi…

Updated 1 year ago by Bethany W.

Access variables

Xactimate uses variables to represent different measurements. For example, W represents the square feet of walls in a room. WC represents the square feet of the walls and the ceiling. When you use va…

Updated 1 year ago by Bethany W.

Use item scenarios

With the Item Scenario tool, you can create temporary changes to an estimate that allow you to view different scenarios for upgrading, downgrading, replacing, or excluding items. For instance, the po…

Updated 1 year ago by Bethany W.

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