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Merge Projects in Xactimate

  • Alena Wilson
  • June 7, 2022

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There has been a frequently asked question recently regarding Hover measurement reports that are imported into Xactimate.

If you’ve already created an estimate and then you need to add the Hover or other measurement report that’s been sent to you via .esx, then you should learn how to Merge Projects.

This is also useful if you’re an adjuster and you want to keep your work but Merge in what the contractor has added to his estimate, or vice versa, merging saves you a ton of time.

For more info on the Xactimate training I offer for contractors, go to xm8mastery.com

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If it’s not documented, it didn’t happen!

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📸There can be so much left on the table if you don’t take photos and documentation of what had happened. It’s SO important to take the right steps when documenting. 📸

✨Like what you see? Go over and check out my website at www.estimatemastery.com

#RoofingContractors #InsuranceWork #Xactimate #OverheadAndProfit #ContractorTips #InsuranceWork #EstimateMastery

✨Want to get on our waitlist for the next free training, click here: https://www.estimatemastery.com/wait-list

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