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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

✍️ Save Time with Line Item Notes! πŸ“

πŸ“πŸ’‘Are you ready to level up your efficiency game and automate some tasks? πŸ“ˆ

Timesaver Tip #4:Β  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! πŸ•’πŸ’«πŸŽ―πŸ™Œ

πŸ“ŒπŸ’Ύ Spend less time on repetitive tasks and start streamlining your workflow today! πŸ“ŠπŸ’»

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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In 2026, a lot of contractors are going to keep leaving money behind simply because of how they’re handling their estimates and the conversations with adjusters.

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.

πŸŽ™οΈ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/5740519542489088

Alena Wilson December 31, 2025
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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 β€œup 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!

πŸŽ™οΈ 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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