INTRODUCTION
Now that Xactimate is set up and ready to go, you'll need to understand
how to create and scope an estimate. The following scenario will help
you understand the Xactimate workflow so you can create your first estimate.
Create a new project
Add Coverage/Loss
Information
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Create a new project
Christina Travers of Orem, Utah
calls about a small kitchen fire. This kitchen fire was quickly contained,
but there is smoke and water damage to all rooms on the main floor of
the house. You've completed the on-site scope (including all the needed
dimensions), and you are ready to enter the estimate in Xactimate.
- Launch Xactimate and log in.
- Type Travers in the Recent
Project box, and click Add New Project.
Your new estimate will open.
- Leave Property as the address type and Home as the phone type.
Type the following information:
- Name: Christina Travers
- Street: 1234
N. Main St.
- City/St/Zip:
Orem, Utah 84058
- Number: 8015551234
- E-mail: chtravers@email.com
- The Date Entered will be populated automatically. Double-click
the other date boxes to populate them with the current date.
- In the Personnel group, click the Claim Rep box,
and click Add.
- Enter the following information:
- Name: Troy David
- Quick Code: TROY
- Address: Business
- Street: 1718
W. Center Street
- City/St/Zip:
Orem, Utah 84058
- Country: USA
- Phone: Business
- Number: 8015559955
- E-mail: trdavid@email.com
- Click OK.
- Select Troy David, and click OK.
Add Coverage/Loss
Information
- Click Coverage/Loss.
- In Claim Number, type 1234567891.
- In Type of Loss,
select Fire.
- In Cause of Loss,
select Cooking.
- Click Parameters at the
top of the page.
- Under Pricing in Price List, select Training.
- If prompted, select a sales tax jurisdiction level.
- Under Add Ons, ensure Cumulative Overhead and Profit is selected.
- Type 10 in Overhead and
10 in Profit.
- Under Report Text, in the Opening Statement group, click Edit.
- Type This estimate is valid for
30 days.
- Highlight 30, and click
Bold .
- Click File, and select
Save. Then click File,
and select Exit.
If you receive
a project from XactAnalysis the above information will often already be
populated. For information about receiving projects from XactAnalysis,
see Download an assignment.
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