How do I add tags to an item in xactimate?
The default date is the date you added the line item in Xactimate. To add another tag, click Add Tag. Select a tag, or select SmartListto add a custom tag. Enter the tag information. See also: Parameters—Add Ons Modify the item unit price On the Estimate Itemstab, click Items. Select a line item.
How can Xactware help me negotiate pricing?
Customize a line item CUSTOMIZE LINE ITEMS Xactware’s carefully researched and validated pricing information can significantly reduce the amount of time that it takes to research and negotiate pricing for individual items.
How do I know what version of xactimate I am using?
View information about your Xactimate version. On the Xactimate tab, click Help. In the Help group, click About Xactimate to open the About Xactimate window. On the About Xactimate window, you can vi…
How do I view a line item on the estimate itemstab?
On the Estimate Itemstab, click Items. Select the line item you wish to view. Click Item Imageto the right of the Quick Entry Pane. Click Click for Detail. Add item tags You can append custom data to line items with tags.
How do you show line items in xactimate?
View the Line item entry padOpen an estimate.Under Estimate items, select the Items tab. ... Right click anywhere below the Quick entry pane.Select Show line item entry pad.Right click anywhere below the Quick entry pane.Cancel the selection Show line item entry pad.
How do you add line items in sketch xactimate?
0:231:12Xactimate Xpert Tip: Adding same Line Item to Multiple Rooms at OnceYouTubeStart of suggested clipEnd of suggested clipHold the ctrl key on your keyboard. And then using the mouse select the rooms you want. Once youMoreHold the ctrl key on your keyboard. And then using the mouse select the rooms you want. Once you select the rooms search for the line item that you want to add. And then select the line item to add.
How do you change line items in xactimate?
Modify the item unit priceOn the Estimate Items tab, click Items.Select a line item.Click Unit Price to the right of the Quick Entry Pane.Indicate the line item settings: ... If a contractor is performing the work, you can change the Trade to indicate if the default contractor type is incorrect.More items...
How do you add 10 wastes in xactimate?
0:182:02Xactimate Xpert Tip: How to Add Waste in Xactimate - YouTubeYouTubeStart of suggested clipEnd of suggested clipPlace the cursor at the end of the current calculation. Then add an asterisk to multiply. Then oneMorePlace the cursor at the end of the current calculation. Then add an asterisk to multiply. Then one point and your desired waste percentage.
How many people can use xactimate?
Verisk sells licenses per user. Since each user has his or her own unique Xactimate ID, you would need to purchase seven user licenses—one for each employee.
What does RFG stand for in xactimate?
Commercial and Residential Category CodesACCAccessories - Mobile homePRMProperty repair & maintenancePTGPainting - low or no vocRFGRoofingSCFScaffolding88 more rows
How do you make line items bold in xactimate?
1:083:23Xactimate - Notes in Bold - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick. Line edit options. And say make it bold again.MoreClick. Line edit options. And say make it bold again.
How do you make an item PWI in xactimate?
1:513:45Add Line Items as Paid When Incurred - YouTubeYouTubeStart of suggested clipEnd of suggested clipKnow you have to do is just highlight the line item where you want to make it PWI. And then go toMoreKnow you have to do is just highlight the line item where you want to make it PWI. And then go to the price tab. Under the price tab you're going to see a note section.
What is a sub variable in xactimate?
0:091:36Xactimate Xpert Tips: Using Advanced Variables with Subgrouped RoomsYouTubeStart of suggested clipEnd of suggested clipThe number next to each sub room will correspond to the number in parentheses. That is visible inMoreThe number next to each sub room will correspond to the number in parentheses. That is visible in sketch to apply the item to only that room and not the sub grouped closet.
How do you add 15 wastes in xactimate?
Add carpet waste in Xactimate online (Silverlight)On the Estimate Items tab, add a carpet item.Click Complete. 15% carpet waste is automatically added to the line item.Return to the Estimate Items tab. An additional carpet line item is added.In the Calc column, 1.15 represents the 15% waste.
How do you deduct doors in xactimate?
0:023:12Xactimate Deducted Opening Defaults - YouTubeYouTubeStart of suggested clipEnd of suggested clipFrom there click on sketch. And then calculations. Here you can set the default behaviors for howMoreFrom there click on sketch. And then calculations. Here you can set the default behaviors for how different sketch elements interact be aware that these settings are profile. Specific.
How do you calculate roof waste?
Roofing contractors typically add somewhere between 10-15% to the total roof square footage to account for waste factor, but this calculation can vary based on roof style or roofing materials.
What is a snap line in xactimate?
0:051:48Xactimate Xpert Tip: Using Snap Lines in Xactimate Sketch - YouTubeYouTubeStart of suggested clipEnd of suggested clipUsing snap lines is an important feature you should understand when using xactimate sketch becauseMoreUsing snap lines is an important feature you should understand when using xactimate sketch because it provides an easy way to align multiple objects on one or more levels in sketch.
How do you annotate in xactimate?
0:203:05Xactimate Xpert Tips: Adding Annotations in Sketch - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou would select the annotation tab from the Xactimate toolbar this opens the annotation. ToolsMoreYou would select the annotation tab from the Xactimate toolbar this opens the annotation. Tools select the text tool in the upper left or use the keyboard shortcut T.
How do you copy and paste a sketch in xactimate?
0:342:28Xact Hacks | Copy Paste Multiple Sketch Items - YouTubeYouTubeStart of suggested clipEnd of suggested clipNow the international hotkey for pasting is control V. So I'm gonna control V and the first thingMoreNow the international hotkey for pasting is control V. So I'm gonna control V and the first thing that comes up that loads up on my cursor here is in fact the the last thing that I copied.
How do I copy a project in xactimate?
0:071:05Xactimate Xpert Tip: How to Duplicate an Estimate - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on it to select it then click the duplicate button in the pop-up menu. Give the estimate a newMoreClick on it to select it then click the duplicate button in the pop-up menu. Give the estimate a new name and switch profiles if needed click create to make the duplicate estimate.