Xactimate Roof Templates Macro Templates

Click ok to save your macro.

Xactimate roof templates macro templates.

Choose a location and click save. A template is created by selecting the desired parts of the sketch clicking the save template icon and naming the template. Select a template then click export report. The report will be generated with the token data automatically populated.

Select a template and click ok. In this webcast we ll talk to an xactimate expert and learn how he uses macros templates and other time saving techniques to speed along his estimating. For those of you in the field it s a webcast you won t want to miss. You should see your template in the template name column.

The roofing estimator manual contains information to help all users quickly enter the materials codes. Next go to sketch and create the roof then in the estimate items retrieve the macro you created into the roof area. Type a keyword in the search box or select a keyword from the tag cloud. Select the documents tab then click template docs.

Save template in xactimate. Generate a document using templates. Click load template to open the template list dialog box. Type a name in the code box and a description for your macro.

Estimators typically build templates by saving parts of an estimate that they feel reflects a typical floor plan and or a typical scope of loss. Click online sketch gallery to open the sketch gallery in your browser. On the sketch tab click options. Click on the sketch workspace to place the template.

Xactimate templates the roofing estimator manual was developed from the many requests from estimators and students to add the category selection codes to the details listed in the original version of the manual. Click load template to open the template list dialog box. Select save macro to open the macros dialog box. Click import then double click the template file.

When you find the template you want to use click download. You ll learn advanced macros which will cut estimating time in half including 90 pre written ready to use macro templates for all sorts of projects using the sketching tool estimating commercial interior and mitigation importing photos and eagleviews directly into your estimates how to build an o p cover sheet inside xactimate where. Betty ann phelps on tuesday tech tip how to get line items paid using note templates steve on add line items in sketch mike on stop frustration when adding line items.