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Find all our Tuesday Tech Tips here and a few other things...
Export a PDF Of Your Estimate from Xactimate Version X1

Export a PDF Of Your Estimate from Xactimate Version X1

https://youtu.be/DacihcKJkLU There are brand new users of Xactimate that didn't use version 28 so it makes it extra confusing if you're trying to find where to print or export a PDF version of your completed report. For those who are already used to X1, I did throw in...

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Import and Export Estimates and Data in VersionX1

Import and Export Estimates and Data in VersionX1

https://youtu.be/PGExn957GHc The Dashboard of the newest version of Xactimate looks completely different than what we're used to in version 28. In this video, I cover how you can use the Data Transfer tool in the Dashboard of the X1 version to send out estimates,...

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Export Your Estimate to Excel in X1

Export Your Estimate to Excel in X1

https://youtu.be/JBZCwaTbH-g It's very easy to export your estimate to Excel in the newest version of Xactimate - if you know where to look! I also show how to export an esx file in this video as well so that you can send out a carbon copy of your estimate that is...

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Create Cabinets in Sketch

Create Cabinets in Sketch

https://youtu.be/8ggAfByv2lg I've been asked how to add cabinets to Sketch and there are a few options as to how you can get the cabinets added, depending on what you're trying to accomplish! In this week's Tuesday Tech Tip, I cover how to add reference blocks if...

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How to Sketch a Loft in Xactimate – XM8 Mastery

How to Sketch a Loft in Xactimate – XM8 Mastery

https://youtu.be/chMyWX4KHGI It can be tricky to figure out how to get Sketch to behave when adding a second level room with a banister that looks out over a living area. In this video I cover the exact steps that I took to create these areas and the workaround for...

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Quickly Find Differences

Quickly Find Differences

https://youtu.be/hxAmi1LlySQ There is a report type in Xactimate that will allow you to compare your estimate to another estimate in the program. This is very helpful when you want to find the differences between your report and the adjuster's estimate - this report...

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Don’t Do This When Saving Macros!

Don’t Do This When Saving Macros!

https://youtu.be/NMRvRcfmc38 Did you know that there is one, tiny checkbox that can cause you to save pricing to your Macros? I've been seeing multiple estimates with low pricing and it seems like this may be a chronic problem in the industry right now. For more info...

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Garrett Kurtt Interview

Garrett Kurtt Interview

https://youtu.be/kuyZWUHl4yo Do you keep running up against roadblocks with the adjuster denying line items or your entire Xactimate estimate? Join me LIVE for our special guest speaker on how to overcome adjuster's objections and get your estimates paid! Garrett...

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New EagleView Import

New EagleView Import

https://youtu.be/KZ3AkxMQX-Y EagleView has seriously shortened the amount of time it takes to order a roof or exterior measurement report straight out of Xactimate. It takes just a few clicks to place the order in version 28 or X1. To connect your version of Xactimate...

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How To Get Ridge And Starter Paid

How To Get Ridge And Starter Paid

https://youtu.be/CI03frjLdnA Most Contractors find that it is difficult to get an adjuster to add ridge and starter to a roofing estimate. Using a Waste Calculator is a great way to show, mathmatically, why more material over and above the waste on the field shingle...

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Get Certified as a User in Xactimate!

Get Certified as a User in Xactimate!

https://youtu.be/FEjXxy7NgO8 Acheiving User Certification in Xactimate isn't hard to do - it just takes some practice. Let me show you what it takes to become Certified and watch as I walk through the Sketch for the exam prep.

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Changing Prices In Xactimate

Changing Prices In Xactimate

https://youtu.be/pLSuyP_NmwU "Do you know how to correctly account for an increase in price in Xactimate? Labor and material rates can fluctuate dramatically when a hurricane or other CAT event hits - learn how to change the price so that you're not leaving Sales Tax...

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Write Estimates in One Click

Write Estimates in One Click

https://youtu.be/P7XzKb6kCh4 Looking for ways to save time in Xactimate? You may already be a Pro at writing estimates, but how long does it take you to write a full roof and siding replacement? How about a drywall & carpet rebuild of an interior room? On this week's...

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GUEST SPEAKER

GUEST SPEAKER

https://youtu.be/FGh-FBbVST8 Have you ever wondered what it takes to have great culture inside your company? What would it look like if your whole team was all going in the same direction? Join me on this upcoming Tuesday's Live for a special guest interview with...

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How To Get Ridge And Starter Paid

How To Get Ridge And Starter Paid

https://youtu.be/Wu88AKT5iWE Most Contractors find that it is difficult to get an adjuster to add ridge and starter to a roofing estimate. Using a Waste Calculator is a great way to show, mathmatically, why more material over and above the waste on the field shingle...

read more
How to Change Prices Correctly in Xactimate

How to Change Prices Correctly in Xactimate

https://youtu.be/nb6t7GWzKFM Do you know how to correctly account for an increase in price in Xactimate? Labor and material rates can fluctuate dramatically when a hurricane or other CAT event hits - learn how to change the price so that you're not leaving Sales Tax...

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Save TONS of Time Writing Estimates in Xactimate

Save TONS of Time Writing Estimates in Xactimate

https://youtu.be/fW8viKN72T8 I've taught hundreds of Contractors how to grow their businesses using Xactimate and I've found one common problem between them...they waste tons of time building their estimates because they're making this one simple mistake. Join me next...

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