The Note Templates can point out important information such as code, manufacturer’s specs, OSHA requirements, etc, that justify why the line item should be paid and helps make it easy for the adjuster to approve those items.
If you are using the same notes over and over on your estimates, those notes should be:
1. Saved as Note Templates
2. Note Templates saved into your Macro
Loading the Note Templates into my Macros has tripled my estimating speed and helped remind me that I need to explain my supplement line items to the adjuster. The more information, the better, when sending an estimate to an adjuster.
For more information on XM8 Mastery and what we do, visit: www.xm8mastery.com