How to Send a Macro in Xactimate Efficiently

Xactimate is a comprehensive software solution for the construction industry, providing users with tools to efficiently estimate and document insurance claims. One of its powerful features is the ability to send and use macros to streamline your estimating process. In this detailed guide, we will walk you through the steps to successfully send a macro in Xactimate, ensuring that your workflow is both efficient and effective.

Step-by-Step Guide to Sending a Macro in Xactimate

1. Download and Locate the Macro File
To begin, you need to download the macro file you wish to use. Save it to an easily accessible location on your computer or a local folder on your desktop.

2. Open the Control Center in Xactimate
Launch Xactimate and open the Control Center. This is where you will manage and import your macro files.

3. Import the Macro File
Locate the macro file you just downloaded (e.g., BEST_LAM_). Left-click and drag the file into the Control Center window. Once the file is dragged in, a message should appear confirming that the macro has been imported successfully.

Applying the Macro to Your Estimate

4. Create a New Project
Start by creating a new project in Xactimate. This will be the foundation for your estimate, where you can apply your macro.

5. Apply the Relevant Price List
Before you proceed with the estimate, apply the relevant price list to ensure accurate pricing. This step is crucial for maintaining accuracy and compliance with industry standards.

6. Access the Estimate Items and Macros Tab
In the Xactimate interface, navigate to the 'Estimate Items' tab, and from there, locate the 'Macros' subtab. Here is where you will find the imported macro.

7. Add the Macro to Your Estimate
Double-click on the imported macro to add it to your estimate. This step will automatically populate your estimate with the line items and quantities associated with the macro.

Customizing Your Estimate

8. Edit Quantities and Remove Unnecessary Items
After adding the macro to your estimate, review the line items. Edit the quantities as needed to reflect the specific needs of the job. Remove any line items that do not apply to your estimate.

Note: Each line item has a note attached to it, explaining why it is necessary. Be sure to edit or delete this note if it is not applicable to your situation.

Conclusion

With these steps, you can easily send a macro in Xactimate, significantly enhancing your productivity and ensuring that your estimates are accurate and comprehensive. Efficient use of macros can help you save time and reduce errors, allowing you to focus more on other aspects of your construction business.

Keywords: Xactimate, macro, construction estimating, efficient workflow