Estimate Items

33 articles

Lists in the Quick Entry pane in X1

The table at the bottom of the Quick Entry pane conveys important information about line items, including the following. The Cat list shows how line items are organized into material and labor catego…

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View item details in X1

On the Estimate items tab, click Items. Use the Search pane to find an item. Click the desired item, and select Click for detail to the right of the Search pane under the item image. .

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Edit line item properties in X1

With the Item property editor , you can edit properties specific to a line item that are not calculated elsewhere. Common properties that can be edited are the SKU and waste for flooring and roofing…

Updated by Heather Jones

Add item tags in X1

Use tags to provide additional item information such as contact information or a Vendor ID number. Tags have no effect on the default functions in the estimate. Open an estimate, and under Estimate i…

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Adjust depreciation calculations in X1

Open an estimate. Under Estimate items , click the Items tab. Select a line item below the Quick entry pane. Click the first arrow on the Depr line in the Quick entry pane, and select how you want to…

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Use formulas to calculate line item prices in X1

Formulas help you calculate quantities for less common situations, such as the cubic yards of concrete in a trapezoidal wall or the number of shingles in a circular roof. Open an estimate. On the Est…

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Add an item not included in the price list in X1

On the Estimate items tab, click Items. In the Grouping pane, select a room. Select a blank row in the line item list area below the Quick entry pane. Click Misc. Item in the Quick entry pane. Select…

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Modify the item unit price in X1

To view the unit price modification options: On the Estimate items tab, click Items. Select a line item below the Quick entry pane. Click Unit Price tab to the right of the Quick entry pane. To adjus…

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Adjust the calculation of an item by quantity, unit, or price in X1

Select the appropriate line item from the Quick Entry pane (Estimate > Estimate Items > Items).

Updated by Heather Jones

Attach or delete notes, images, or sound files to a line item in X1

Adding notes, images, or sound files to a line item. Open an estimate. Navigate to Estimate items > Items. Select a line item from the Quick entry pane. Press F9 or double-click the note icon for the…

Updated by Heather Jones

Set salvage or restoration details in X1

On the Estimate items tab, click Items. Below the Quick entry pane , add or select the item you wish to edit. Click Salvage/Restored at the top of the Quick entry pane. Select a salvage type: Insured…

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Mark an item as paid when incurred in X1

Note: Paid When Incurred (and Replacement) do not appear for all profiles. If you need to add them, have your profile owner contact their account manager or Xactware representative. Under Estimate >…

Updated by Heather Jones

Add Overhead and Profit to an item in X1

Open an estimate. Under Estimate items , select the Items tab. Select an item below the Quick entry pane. On the right of the Quick entry pane , click the Unit price tab.. To apply overhead and profi…

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Change an activity code in X1

Under Estimate items , select the Items tab. Select an item below the Quick entry pane. In the Quick entry pane , click the Act drop-down menu, and select a new activity code.

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Adjust supporting events percentages in X1

The Supporting events pane allows you to see calculations that modify the price such as waste or loss of productivity due to working in a restoration environment. Supporting events percentages are ba…

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Apply labor minimums for a line item in X1

On the Estimate items tab, click Labor minimums. Labor minimums associated with the line items in your estimate are displayed. To apply labor minimums, select Apply?.. You can also adjust the Base am…

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View or adjust line item components in X1

The Components list organizes line items by equipment, materials, and labor. To view line item components: Open an estimate. In the Estimate Items tab, select Components. In the Grouping pane, select…

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Attach an image to a line item in X1

Open an estimate. On the Estimate items tab, select Items. Select a line item below the Quick entry pane. Click Attachments in the Quick entry pane. . Click the first drop down menu, and select Image…

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View a structure’s variables in Estimate Items in X1

Xactimate uses variables to represent different measurements. When you use variables, you don’t need to enter actual quantities for a specific price list item. If you resize a room in Sketch , Xactim…

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Add a new group to an estimate in X1

When it is impractical or unnecessary to create a sketch, use the grouping pane to manage and add items to rooms, stairs, and other structures. To add a new group to an estimate: Open an estimate. On…

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Dimension a room using the grouping pane in X1

Use the grouping pane to dimension a room when using sketch is impractical or unnecessary. You can only dimension rooms in Estimate items if they were created in Estimate items. Open an estimate. On…

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Create a grouping filter in X1

Open an estimate. On the Estimate it ems tab, click Items. In the Grouping pane, click the Filter (off) arrow, and select Filter options. The Filter options dialog box appears. Select Filter by room…

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Turn a grouping filter on or off in X1

Open an estimate. On the Estimate items tab, click Items. In the Grouping pane, click Filter (off) to turn the filter on. Click Filter (on) to turn the filter off. .

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Review or print a scenario in X1

As long as you have added at least one scenario to the line items, the Scenario Name option appears above the Language option.

Updated by Heather Jones

Add a line item to a scenario in X1

Click the Estimate items tab, and right-click an item below the Quick entry pane to open the drop-down menu. Select Item edit options > Item scenario to open the Item scenario dialog box.

Updated by Heather Jones

Using Contents Collaboration within Xactimate desktop (X1)

Note: Contents Collaboration is only available on assignments sent through XactAnalysis and only for instances that have XactContents enabled. To initiate Contents Collaboration for an assignment, op…

Updated by Heather Jones

Adding a line item in Xactimate desktop (X1)

Add line items via Estimate > Estimate Items.

Updated by Heather Jones

Calculating electricity consumption cost for water mitigation equipment

To calculate the electricity cost for water mitigation equipment, make sure you have added any necessary water mitigation equipment, such as dehumidifiers and air movers, to the estimate. You can view the electricity cost via either of two options: the Additional Charges window or a report that includes electrical consumption.

Updated by Heather Jones

Third-party pricing in Xactimate desktop

Third-party pricing applies specific pricing from other companies to certain line-item components. Third-party pricing must be enabled in Xactimate Admin before it is available in Xactimate. Review t…

Updated by Heather Jones

Edit items in X1 with the Global Changes window

The Global Changes window allows you to change certain line-item details for multiple items at once. To open the window, right click the group and select Global Changes.

Updated by Heather Jones

Resequence line items

To resequence line numbers, navigate to Documents > Reports and select Resequence Line Numbers.

Updated by Heather Jones

Using ITEL Now to obtain accurate line items

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. . Accept the assignment from XactAnalysis.…

Updated by Heather Jones

Summary and Grid view in the Quick Entry pane

You can modify the view in the Quick Entry pane to show either the grid view or the summary view. The grid view includes item information for only the selected room;, but the summary view includes the information for the entire estimate.

Updated by Heather Jones