Save Time Using Note Attachments

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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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This video builds on the info that I spoke about last week and shows how to take your chat outputs and use them in Xactimate.

For more info on the Xactimate training we offer for contractors, go to estimatemastery.com

Alena Wilson May 31, 2023

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For more info on the Xactimate training we offer for contractors, go to estimatemastery.com

Alena Wilson May 23, 2023