Macros & Templates

6 articles

Create a macro in Xactimate desktop

A macro is a saved list of line items you can add to a structure. Using macros is a more efficient way to replicate repetitive tasks. You can create macros in either Sketch or Estimate Items, whichever you prefer.

Updated by Heather Jones

Load a macro in Xactimate desktop or online

A macro is a saved list of line items you can add to a structure. Using macros is a more efficient way to replicate repetitive tasks. Load a macro in Sketch. With Sketch open, select the Options tab.…

Updated by Heather Jones

Creating a Sketch template

From within an estimate, navigate to Sketch (Estimate > Sketch in the navigation menu). Create the sketch you want included in the template. Note: Templates can include either selected portions of an…

Updated by Heather Jones

Using a Sketch template

Note: If you are using a multi-level template, it is added to the project as an additional Sketch document. From within an estimate navigate to Sketch ( Estimate > Sketch in the navigation menu). Sel…

Updated by Heather Jones

Creating template documents

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 by Heather Jones

Download a template from the Online Sketch Gallery

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 by Heather Jones