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Symbility & Xactimate

  • Alena Wilson
  • January 3, 2024

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Here I am in my element, navigating through estimates and Xactimate. Building estimates is second nature to me—I add line items just like any other estimate. For those familiar with my methods, I transform the original statement of loss from visibility into exactness. If you’re wondering what I mean, don’t worry; it’s not rocket science. It’s a matter of rebuilding the estimate, acknowledging adjusters’ insights, discussing what’s already paid.

I keep it straightforward—no rocket science here—no remove, replace fuss. Unlike Symbility, I opt for simplicity. The program does not, so I stick to R&R (just that little ampersand sign). Questions may arise about recreating the original statement of loss. Symbility breaks it out with remove, replace. I keep it concise and efficient. #Estimates #AdjusterInsights #EfficiencyOverNonsense
Like what you see? Check out our YouTube channel: https://www.youtube.com/channel/UCqla1eFr3SfFak29mOo0jSQ

Want to join our waitlist? Register here: Xactimate Training (estimatemastery.com)

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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

Alena Wilson May 28, 2025
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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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