Xactimate is the industry standard for restoration estimating, but many contractors struggle with efficiency. If you find yourself spending hours on estimates, it’s time to refine your workflow. Here’s how to use Xactimate like a pro and cut your estimating time in half.
1. Use Pre-Built Macros for Repetitive Tasks
- Instead of manually entering common line items, use Crunch My Claim’s pre-built macros.
- Save frequently used estimates as templates for future projects.
- Automate your workflow and focus on the job, not data entry.
2. Master Xactimate’s Sketch Feature
- Use shortcuts to quickly draw walls, floors, and ceilings.
- Add annotations and labels to clarify details for adjusters.
- Use snap-to-grid to ensure accuracy in your measurements.
3. Customize Price Lists Based on Your Region
- Xactimate provides regional pricing updates, but they’re not always accurate.
- Compare real-world material and labor costs before submitting an estimate.
- Adjust pricing based on current market conditions.
4. Attach Clear Photos & Supporting Documents
- Adjusters approve estimates faster when they see the damage clearly.
- Always include before-and-after photos, moisture readings, and material specs.
- Upload supporting documents directly into Xactimate for seamless processing.
5. Use Crunch My Claim’s Time-Saving Tools
- Our Crunch Packs offer pre-built templates, macros, and training guides.
- Access step-by-step video tutorials to master Xactimate faster.
- Spend less time estimating and more time growing your business.
Conclusion
Mastering Xactimate doesn’t have to be overwhelming. With the right shortcuts, tools, and workflows, you can estimate smarter, not harder. Want to speed up your process? Check out Crunch My Claim’s pre-built estimating tools today!
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