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

Carpet Waste Tool

https://youtu.be/gOSoPfhPZig Xactimate has a built-in auto-calculate tool for carpet and vinyl flooring waste in Sketch. Using this tool makes adding waste more precise and shows you the actual carpet/vinyl roll out into the room. Try this tool and let me know in the...

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Fastest Way To Sketch

https://youtu.be/PxSOIrHki3w The Import From Underlay tool is not a well-known tool in Sketch in Xactimate. This under-utilized tool allows you to import a jpeg image of blueprints or architectural drawings directly into Xactimate. Once imported and scaled to size,...

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Wizard Macros

https://youtu.be/Ee63LRcU65E Xactimate contains pre-package macros that are only available in Sketch. These special macro line items change depending on the room that you place the macro in and are very useful in large loss estimate situations. I also cover how to...

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Auto Calculate Roof Waste in Xactimate

https://youtu.be/jElHQPRkWLk Recently, there have been reports that some of the larger insurance companies have started to use the roof waste tool on all of their estimates. In this video, I show you not only how to turn on the roof waste calculator, but also the...

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Finished Office Vlog

https://youtu.be/e4VmR4pG8hA My office has been finished for a month or so, but I finally got a chance to shoot a quick video showing off the completed room. Also, Emmy the office cat gets a formal introduction.

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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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