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Branding and ESX File Sharing

  • Alena Wilson
  • August 16, 2024

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🚀 Streamline Your Workflow with Xactimate Preferences!
🎥 I’ve got a detailed video on YouTube that walks you through setting up your project preferences in Xactimate. Whether you’re a contractor, adjuster, or working in any construction-related field, this will help you brand your estimates with your company header consistently.
📄 Want to transfer your data? I’ll also show you how to send an ESX file to someone else for editing or add your supplements to an adjuster’s file. PDFs? I’ve got that covered too!
Check it out and level up your Xactimate game! 💪
#Xactimate #ConstructionLife #ContractorTips #Estimating
Like what you hear! Check us out at estimatemastery.com.
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Learn more on similar topics on our YouTube Channel: https://www.youtube.com/@EstimateMastery

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Why Get Certified In Xactimate

Join Alena Wilson from Estimate Mastery LIVE Tuesday June 3rd at 4:30 CST/ 5:30 EST as she will be talking all about why you should get Certified in Xactimate. One of our FAQ’s here at Estimate Mastery is…do I need to be Certified to use Xactimate?
The answer is NO, for day to day estimating and getting around in the software, you don’t need any sort of certification to be able to write estimates in the software.
BUT, getting Certified is useful as leverage to getting line items paid.
We’ve had many, many contractors report back that when they added their Certification credentials to their email signature and few other key places like their company header, they were able to use the fact that they had been Certified to move their estimate “up the food chain” inside the insurance company and talk with someone who holds the same level of Cert. This is a Live you don’t want to miss!

🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/5740519542489088

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Review An Adjuster’s Estimate With Alena Wilson

Join Alena Wilson from Estimate Mastery as she takes a deep dive into an adjuster’s estimate and how to write the supplement. Don’t miss this rare opportunity to see Alena write a supplement on the fly!

If you’d like more information about how we help Roofing Contractors build a sustainable business with insurance related jobs, go to www.estimatemastery.com.

Alena Wilson May 28, 2025

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