Xactimate Line Items: Using Macros
In our latest video training, we dive into the vital role of macros in estimating. You’ll learn how to effectively use the macro tab to store and quickly access frequently used line items. This is a huge help in making your workflow more efficient, especially for tasks you do often. We’ll show you practical examples, like creating a macro for roof project essentials, which you can then easily use in future estimates.
We’ll also take you through real-life uses of macros, including a list from a professional collaboration. This will demonstrate how to organize and apply these macros quickly in various situations, like estimating cabinet damages. Plus, you’ll learn how to customize these macros to meet different company standards for projects such as roof repairs, including every step from removing old materials to applying new ones.
A key part of the program is learning how to create your own macros. You’ll pick line items and save them under a descriptive label and code, making them easy to find and use later. This is a fantastic tool to speed up your estimating process.
Looking forward, our next lesson will focus on estimating ceiling repairs, covering everything from stain damage to full collapses. This segment is designed to further sharpen your skills in accurate and efficient estimating. Be sure to stay tuned for this helpful lesson.