Archive for the ‘Xactimate tips’ Category


Sketch tip- Stairs in the center of a room

I get calls frequently for this one. This is on our "Sketch Tips & Tricks" page for our members, but I thought that non-members would really enjoy this simple tip for putting Stairs in the middle of a room. This frustrates a lot of people, and it doesn't have to. The solution is rather simple.… (Read more)

Creating a Macro

This short video shows how to Create & Use Macros… (Read more)

Looking for work? Get Xactimate Certified today. No, really – today!

Employers take a huge risk when hiring new adjusters or estimators.  Fact - the claims business has a very high turnover rate.  The reason - adjusters go out and inspect several losses, come back to the office, and have no idea where to go from there.  Inputting the findings is slow and frustrating. The new hire gets overwhelmed, burns out and is fired or quits.  I've seen this pattern more times than I can count.  The business is a great… (Read more)

Separate Mitigation and Restoration totals quickly and easily

This video shows how to create a total page for separate lines of coverage very easily.  Resulting in a clean, easy to read estimate.… (Read more)

Xactscope for iPad- 27.5 is way, way better!

We're a couple weeks into the new iPad app for Xactimate (Xactscope), and I'm a believer. I have been experimenting with it a couple hours each day, and am learning that is deeper than it first appears. The Sketch feature, which I initially was "happy" with but not impressed, has me really enjoying the app. Some of the faster ways appear to be missing, but they're there. Get into it, get them for your whole team. The iPad is great… (Read more)

Framing in Sketch – super simple, perfectly accurate

With the recent tornado activity, it seems appropriate to remind the folks out there that Sketch has a very simple way to estimate framing.  Once you have your floorplan complete (with openings already in place- because we DO want those headers and trim pieces estimated, right?), simply lasso the floorplan and go into the Properties window.  There you will see a bold header named  "Construction". Under that header, simply select flooring, walls, or footer. The choices are straight forward.  Once… (Read more)

What is a level 3 Certified Trainer?

This has been popping up more and more lately.  I have had students ask me if I am a level 3 certified trainer.  Well, technically, yes.  I am. a level 3 Certified User  (I was, in fact, the very first level 3 certified user for Xactimate 27). And I am an Xactimate Certified Trainer. The question seems to imply that level 3 means that a person is a Trainer.  In fact, Level 3 has nothing to do with training.  Level… (Read more)

Xactimate Sketch tip- how to Sketch a mansard roof

Step by step tutorial on how to Sketch a Mansard roof.… (Read more)

Xactimate tip – How to reduce estimate for Work Order

This is a great tip for the folks that want to write an estimate for repair purposes, but reduce the cost for subcontractors.… (Read more)

Xactimate setup

Quick, easy video for first time Xactimate Users.… (Read more)