Get Xactimate Tips And Tricks

This guide provides a comprehensive overview of how to effectively complete the Xactimate Tips And Tricks document. By following these steps, users can optimize their document management process and enhance their overall experience with Xactimate.

Follow the steps to fill out the Xactimate Tips And Tricks form online.

1. Press the ‘Get Form’ button to access the document and open it in your online editor.
2. Review the agenda provided in the document to familiarize yourself with the topics covered, including user preferences and various tips.
3. Fill in the user preferences section by setting up defaults that will save time in future entries. Ensure you configure defaults for project view, project filter searches, and company headers.
4. Complete the macros section detailing how to efficiently scope claims using macros for notes and specifications.
5. Utilize the keyboard shortcuts to speed up data entry, ensuring you navigate through the document and input information quickly.
6. Update your customized price lists by adding specific line items based on your needs and setting price list filters for better item visibility.
7. Implement edits in the summary estimating section by adding or modifying items across multiple rooms as required.
8. Use the global changes wizard to make sweeping changes from one central location, modifying coverage types, depreciation settings, and other parameters.
9. In the sketch section, take advantage of multi-story underlay features that speed up room creation.
10. After completing the form, remember to save your changes, download or print the document, or share it with relevant parties.

Start filling out your Xactimate Tips And Tricks document online today.