PRICE LISTS
When creating an estimate in Xactimate, you can select commonly used
items (with their associated costs) from a price list. You can create
and store as many price lists as you want in order to cover different
jobs and geographical areas.
Xactware researches and publishes separate, localized price lists for
nearly 500 individual markets with costs based on local and regional material,
labor, equipment, and unit cost information. Published price lists can
be edited to fit your needs.
During the estimating process, you can use a published price list, or
you can choose to manually enter line item costs for individual tasks,
summarized costs for each phase of the job, or the total job price as
miscellaneous items.
Request
a price list
View price lists
Delete price
lists
View
frequently used items (Desktop)
Compare
or merge price lists (Desktop)
Create
a new price list (Desktop)
Related topics
Request
a price list
- On the Price List tab, click Request
Price List(s).
- Enter the location for the price
list, and if appropriate, select a profile.
- Click Download.
View price lists
- Click the Price List tab.
- You can view all available price lists and their descriptions.
- Right-click a price list to view price list details in the price
list editor. (Desktop only)
Delete price
lists
- On the Price List tab, right click a price list.
- Select Delete.
View
frequently used items (Desktop)
- In the top right corner of the Price List window, click Frequently
Used Items.
- Set Source Price List to the price list you want to analyze.
- Select appropriate filters, and click Generate
List.
- To create a price list for the frequently used items, type a name
for the new price list in Target Price List. Then click Create
Price List.
- To save or print your list of frequently used items, click Create Report.
Compare
or merge price lists (Desktop)
You can compare the details of price lists, merge one list into another,
or create a new price list from the merge.
- On the Price List window, click Compare/Merge.
The Price List Compare/Merge Wizard dialog box appears.
- Read the instructions, and click Next.
- Select a source and target price list.
- Select a labor efficiency.
- If you want to create a new list from the merge, select New
Price List and type a price list name. If you want to
simply merge the source price list into the target price list, select
Target Price List.
- Selecting New Price list will leave the
original price lists in their original state. Selecting Target
Price List will modify the target price list.
- Click Next and select your
merge preferences.
- Click Next to review price
list differences.
- To merge whole categories click Automatic
Merge. Then click Next.
- To merge single items, select the item and click Merge.
- Continue clicking Next
to review each price list category.
- Click Finish to complete
the merge.
Create
a new price list (Desktop)
- On the Price List window, click Add.
- Type a name for the new price list, and select a currency and profile.
- The Price List Editor window appears, allowing you to add items,
components, supporting events, and tax jurisdictions.
Related topics