Xactimate is an essential tool for restoration contractors, but many users make avoidable mistakes that can cost them money or delay approvals. Here are the top mistakes and how to fix them!
1. Missing Line Items
- Many contractors forget to include setup, protective coverings, or labor costs.
- Always review your estimate for commonly overlooked items.
- Use Crunch My Claim’s macros to ensure nothing is left out.
2. Underpricing Services
- Xactimate’s default pricing doesn’t always reflect local market rates.
- Regularly update your pricing to match material and labor costs in your area.
- Use supplements to adjust for unexpected cost increases.
3. Not Including Enough Supporting Documentation
- Adjusters need proof before approving claims.
- Always attach photos, moisture logs, and detailed notes.
- Provide manufacturer specs when necessary.
4. Not Utilizing Pre-Built Templates
- Manually entering the same line items repeatedly wastes time.
- Our Crunch Packs offer ready-to-use Xactimate templates.
- Automate your estimates to increase efficiency.
5. Ignoring Adjuster Feedback
- Some contractors don’t follow up after claim rejections.
- Always ask the adjuster what needs to be revised instead of resubmitting blindly.
- Keeping good communication improves long-term claim success
Conclusion
By avoiding these common mistakes and leveraging automation, you can save time and frustration when using Xactimate. Want to simplify your estimating process? Check out Crunch My Claim for tools and resources!
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