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Time Saver Tip #4: Save Notes as Templates

  • Alena Wilson
  • August 10, 2023

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Time Saver Tip #4: Save Notes as Templates

โœ๏ธ Save Time with Line Item Notes! ๐Ÿ“

๐Ÿ“๐Ÿ’กAre you ready to level up your efficiency game and automate some tasks? ๐Ÿ“ˆ

Timesaver Tip #4:  When you add a line item note in your software, also save the note as a template. This simple practice can save you valuable time in the future by eliminating the need to retype the same note repeatedly. Trust me, your future self will thank you! ๐Ÿ•’๐Ÿ’ซ๐ŸŽฏ๐Ÿ™Œ

๐Ÿ“Œ๐Ÿ’พ Spend less time on repetitive tasks and start streamlining your workflow today! ๐Ÿ“Š๐Ÿ’ป

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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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 FAQโ€™s here at Estimate Mastery isโ€ฆdo I need to be Certified to use Xactimate?
The answer is NO, for day to day estimating and getting around in the software, you donโ€™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.
Weโ€™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 โ€œup the food chainโ€ inside the insurance company and talk with someone who holds the same level of Cert. This is a Live you donโ€™t want to miss!

๐ŸŽ™๏ธ New to streaming or looking to level up? Check out StreamYard and get $10 discount! ๐Ÿ˜ https://streamyard.com/pal/d/5740519542489088

Alena Wilson May 28, 2025
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Review An Adjusterโ€™s Estimate With Alena Wilson

Join Alena Wilson from Estimate Mastery as she takes a deep dive into an adjusterโ€™s estimate and how to write the supplement. Donโ€™t miss this rare opportunity to see Alena write a supplement on the fly!

If youโ€™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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