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How to Document and Create Your First Xactimate Mit Estimate
Highest Rated
Rating: 4.6 out of 5(36 ratings)
128 students

How to Document and Create Your First Xactimate Mit Estimate

A walkthrough on how to ensure your estimates are comprehensive and well-supported
Created byMatt Struven
Last updated 6/2023
English

What you'll learn

  • Learn how to use my "work completed" sheet to estimate in Xactimate
  • Learn how to diagram in Xactimate
  • Learn how to write a basic water damage mitigation estimate in Xactimate
  • Learn how to support your Xactimate estimate with documentation so it gets paid!

Course content

1 section6 lectures1h 0m total length
  • Course Introduction and what to expect2:06

    This short video will help you determine if this course is for you!

  • On-Site Diagramming Best Practices3:45
  • My Demo Completed Sheet4:43
  • Other File Documentation Best Practices3:30
  • Diagramming in Xactimate17:22
  • Estimating your first water job29:13

Requirements

  • Access to the Xactimate Software. I will be training on X1.

Description

Are you new to the Restoration Industry, and overwhelmed with all the new jargon, new practices, and new software that's been thrown at you? The industry is hard to get a grasp on at first, but once you know how to properly run your business, it can be very profitable. This course is meant to give you some great first-steps on how to write a profitable estimate, and have great documentation along the way to ensure that you get paid.

If you are a new estimator or new business owner in the restoration space and want to learn how to create your first water damage mitigation estimate, then this is a must-watch. I'll take you through the steps of properly documenting the work that you've completed with photos, notes, and a demo-completed, sheet, and then teach you how to take that information and create a diagram in Xactimate, and an Xactimate estimate for the work that you've completed. Information in this course together will ensure that you have profitable estimates that can't be argued against.

Along side the course comes my free "demo completed sheet" that you'll be able to use on all of your jobs, as well as a free 30 minute consultation with me to see how we can tighten up some of the processes in your restoration business. I look forward to helping you.

Who this course is for:

  • This course is great for people who are green to the restoration industry and want to learn how to write your first water damage mitigation estimate in Xactimate. If you already have Xactimate experience, this course probably isn't for you!