R#3 Save Resequence

Alena Wilson
August 8, 2023

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Time Saver #3: Set-Up Resequencing Upon Print 💡🔧

📜It’s time to set-up resequence line numbers! 💻

In your Preferences menu, head over to the Project section. Scroll down until you spot a checkbox labeled “resequence prompt upon printing.” 🖨️✅

Make sure to check this box, NOT the one that says “prompt upon complete.”
This simple switch will save you heaps of time 🕓

But wait! 📈⏰Some of you might prefer to write the estimate using line item numbers to indicate edits. Even if you prefer this approach, it’s still easy to have the “Prompt Upon Printing” pop-up appear, you can choose when you use it. ⏳🎯

This method is a significant time-saver. Try it out and let us know how it goes! 💼⏱️

Full video and all 5 timesaving tips with screen share on YouTube here: https://youtu.be/XdYgWL-eXbQ

#EstimateMastery #Xactimate #TimeSaving #Efficiency #Productivity #InsuranceWork #BuyBackYourTime #Roofing #RoofingContractor

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