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Save Time Using Note Attachments

  • Alena Wilson
  • February 14, 2023

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Most Xactimate Users I speak with are not utilizing one of the most important aspects of leverage in their estimates: Note Attachments.

When creating an all inclusive estimate, the Note Attachments are vital to getting your estimate paid quickly by the insurance company.

I also show how to save your Notes for future use and how Tokens can be integrated into the Notes in order save even more time!

For more info on Estimate Mastery and our training for Contractors, go to estimatemastery.com

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Sign up for your free trial at: https://app.claimsflow.io/signup

Use code Alena400 for your free line items!

You can find out more about how we help contractors stop leaving money behind on insurance related work, go to estimatemastery.com

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On this week’s live, I’ll be showing the biggest changes you can make before storm season hits so you can hit the ground running this year and be as profitable on your insurance work as possible.

🎙️ 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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