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Blog

Find all our Tuesday Tech Tips here and a few other things...

Bid item and Paid When Incurred (Code Upgrade)

https://youtu.be/F2ZYdxBjLiY I've been getting a lot of questions lately about how to zero out a line item price or add it as PWI, or how to do both, so I thought it was time to create an updated video on these topics. Using a bid item might seem easy to most of you,...

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How to Create a Half Wall in Xactimate

https://youtu.be/sJu_GSQ5Jec Creating a half or pony wall in Xactimate is not intuitive or easy to remember. It has taken me a long time to remember how to achieve the half wall and I still sometimes forget one of the steps and have to figure it out again through...

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Find Line Items Quickly

https://youtu.be/1p2Zd9PkZsQ One of the hugest time-saving devices that I have learned in Xactimate is the different ways of searching. To this day, I still forget what certain line items are named in the program, so knowing that I can search visually or by related...

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Window Stuck in an Estimate

https://youtu.be/cRSi6-AZ7Uk When downloading a price list in an estimate in Xactimate, the window to accept the price list download will go missing. When this happens, Xactimate won't allow you to navigate anywhere in the estimate and basically "freezes" until you...

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How to Save Time Adding Doors and Windows

https://youtu.be/gUM809hJEJk Most of you who use Xactimate on a daily basis know how to add doors and windows. In this video, I show how to save a little bit of time when adding multiple doors and windows to your floor plan, plus how to change the style of the doors...

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How (Not) to Add a Room Inside of a Room

https://youtu.be/hUE4C6r-vV4 Xactimate is not at all intuitive when it comes to adding closets, sub rooms or a pantry to your Sketch. It seems like you should be able to grab a room from the Room tool and add it inside of an existing room, but that is not the case. In...

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How (Not) to Add a Gable Extension in Sketch

https://youtu.be/xwxTdTg8xBc I've seen people get really creative when trying to Sketch a roof in Xactimate - especially when it comes to gable or hip extensions. Most will rely on the logical inclination to go and grab another roof and place it on the main roof....

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How (Not) to Add a Room in Xactimate

https://youtu.be/dfL4PH0U7zU I had a great comment on one of my videos expressing how frustrating it is using the wall tool to create rooms. In my experience, the wall tool has been more trouble than it's worth, so I decided to show what you should not be doing in...

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Send Macros

https://youtu.be/usLXTn6AZnU One of the most frequently asked questions lately is: how do I send Macros to my employees or another work colleague? In this video, I show you the two easiest ways to send the Macros. One will allow you to attach a zipped file to an email...

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Vlog #4: I’m Getting a New Office

https://youtu.be/XMW4uZcu6fs I'll be starting to create more behind the scenes "vlogs" as we finish up 2017. We've got a lot of exciting things happening at XM8 Mastery and I plan to keep you all up to speed in these videos. We recently moved to a new home that had an...

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How to Edit Macros

https://youtu.be/3KJRDY4xqgo I realized that I have not yet created a video for you all that showed you how to edit your Macros. Editing is so important as you discover new line items, write estimates for a part of the home you haven't had to estimate before, or find...

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Change One Line Item on the Entire Estimate

https://youtu.be/qfpWR5ctiWQ When you have large loss or flood claims, the amount of line items you are adding to one estimate can get a bit out of control. If you make a mistake and add the wrong line item, or the wrong type of item across an estimate, it can be...

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Avoid Line Item Frustration While Finding Line Items

https://youtu.be/NAsowIGKWi4 I've had an interesting week in estimating some higher end houses - I've encountered quite a few new line items that I haven't had to search for before. I was able to easily and quickly locate what I was looking for using a search...

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Price Change Per Roofing Nail

There is a section of Xactimate called "Components" where you are able to drill down to the actual labor and material that is allotted to the estimate. I can change the pricing on corner bead, tubes of paint caulking, step flashing per piece, etc. It's a great way to...

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Quickly Increase Prices in CAT Situations

During hurricane and tornado events, there is generally a large disparity in pricing when it comes to labor and materials with Xactimate price lists. The pricing team at Xactware work hard to arrive at "market price", but when there is a large demand for material and...

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How Changes to Definitions Can Affect Your Estimate $$$

We have recently seen that Xactware has changed the line item definition in the Click for Detail section in Xactimate to include materials and labor that it did not previously include. In other words, they are justifying that a lower priced line item should be used by...

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