All Products > Xactimate desktop > Macros & Templates
6 articles
Create a macro in Sketch. Open an estimate. On the Sketch tab, click Options. Click Macros to open the Macros dialog box. Click Add. Type a Name and Description for your macro. To add line items, cli…
Updated 3 years ago by Rachel Wilson
Load a macro in Sketch On the Sketch tab, click Options. Select a structure on the sketch workspace. To select multiple structures, hold Ctrl and select the appropriate structures.. Click Macros to o…
Updated 5 years ago by Rachel Wilson
Open an estimate. On the Sketch tab, draw the template in the sketch workspace.. Add the line items you would like included in your template. Select the structure you wish to save as a template in th…
Open an estimate. On the Sketch tab, click Options. Click Load Template to open the Template List dialog box. Select a template, and click OK. Click on the Sketch Workspace to place the template.
You can create custom documents, letters, and reports that use data from an estimate. These appear with the reports within the estimate. Create a template. To create a template, write and save your r…
Updated 7 months ago by Heather Jones
Download a template: In the Sketch tab of an open project, select Options. Select Import and then Download Sketch Templates. In the browser window that appears, search for and select the template you…
Updated 9 months ago by Heather Jones
