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Find all our Tuesday Tech Tips here and a few other things...
Get Certified as a User in Xactimate!

Get Certified as a User in Xactimate!

https://youtu.be/28ulv1c61zo I believe every Contractor using Xactimate should become a Certified User of the software because of how it makes a difference in the way your estimate is treated inside the insurance company. Text PREP to (385) 388-0954 to receive the...

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Write Estimates in One Click!

Write Estimates in One Click!

https://youtu.be/D7sNYjkt-2E Are you spending hours writing estimates in Xactimate? On this week's Live, I'll be showing you how to cut your estimating time in HALF! Whether you're writing roofing, exterior or interior estimates, this time saving device called Macros...

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How to Get Ridge & Starter Paid in Xactimate

How to Get Ridge & Starter Paid in Xactimate

https://youtu.be/0re2JgHJRvI 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, mathematically, why more material over and above the waste on the field shingle...

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How to Change Prices Correctly in Xactimate

How to Change Prices Correctly in Xactimate

https://youtu.be/4bCneeNvU2U 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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New Xactimate Line Items

New Xactimate Line Items

https://youtu.be/7M6MQ3J6_OU I like to keep updated with the new line items and changes being made to Xactware's price lists, so if you'd like to take a look, go to https://ift.tt/2W2YhRG For more info on the Xactimate training that I have created specifically for...

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Autosave and Preferences

Autosave and Preferences

https://youtu.be/d2W0sMR4jIU Did you know there is a setting to Autosave your estimate in Xactimate? In this video, I cover where to go to see the setting and what you should do to limit how much time elapses before your work is saved. I also show some other examples...

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NEW Sketch View in Xactimate

NEW Sketch View in Xactimate

https://youtu.be/-qUxOHHzBWM There's a new Sketch view in Xactimate located in the Sketch View Properties to show "Photorealism" in the 3D View in Sketch. This will allow you to choose floor coverings and even add in bath fixtures such as bathtubs and toilets - super...

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Sketch a Turret Roof

Sketch a Turret Roof

https://youtu.be/7YjpovrkjuY Turret roofs look intimidating at first glance and can be difficult to Sketch...if you're not properly prepared with the dimensions you need before you start your estimate. In this video, I cover the list of dimensions, or properties, that...

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Project Glitch in the X1 Version of Xactimate

Project Glitch in the X1 Version of Xactimate

https://youtu.be/ajHZ9KP6HQo If you've ever been writing an estimate in X1 in the Estimate Items screen and it felt like the program stopped working but you weren't able to exit the project or work on anything in the estimate, that's where I've got you covered with...

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The Online Version of Xactimate Has Changed

The Online Version of Xactimate Has Changed

https://youtu.be/Yv9LpMmSuXU Xactimate Online now looks a bit different than it used to when it was in the version 28 platform of the software. We can now access the Online version using most browsers except for Safari on a Mac. This updated look is similar to the...

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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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