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Exporting to Estimate to a Spreadsheet

I’ve tried to figure out many different ways to edit and manipulate Xactimate reports in order to give pricing to subs or the homeowner. There are work orders and report editors in Xactimate to work with, but I’ve found the easiest solution is to export...

Labor Only Report in Xactimate

There are many different reasons why a contractor would want to run labor or material only reports – wanting to see the estimated hours for sub bids, getting pricing with a material pick list, etc. There are 2 options that I have found that fit this need: the...

Add Line Items in Sketch

If you import your EagleViews or RoofInsight into Sketch, you can quickly and easily add line items right in the Sketch screen. This works like Estimate Items, but allows you to drag and drop the items onto the roof. You can also build packages of items to drop onto...

Print Sketch in 3D

Printing your Sketch in 3D to a pdf file only takes a few steps. It makes for a good presentation to the Homeowner and wows the adjusters. Give it a try! For more info on XM8 Mastery, visit:...