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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! 📝

📝💡Are you ready to level up your efficiency game and automate some tasks? 📈

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! 🕒💫🎯🙌

📌💾 Spend less time on repetitive tasks and start streamlining your workflow today! 📊💻

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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If it’s not documented, it didn’t happen!

If it’s not documented, it didn’t happen!

📸There can be so much left on the table if you don’t take photos and documentation of what had happened. It’s SO important to take the right steps when documenting. 📸

✨Like what you see? Go over and check out my website at www.estimatemastery.com

#RoofingContractors #InsuranceWork #Xactimate #OverheadAndProfit #ContractorTips #InsuranceWork #EstimateMastery

✨Want to get on our waitlist for the next free training, click here: https://www.estimatemastery.com/wait-list

Alena Wilson September 29, 2023
Uncategorized

The #1 Thing You Need To Know To Get Paid By The Adjuster

I find that most contractors are making a huge mistake on submitting their estimate to the adjuster. There’s one common misconception that can cost you thousand’s of dollars on every single estimate. Join me LIVE on Tuesday, October 3rd, at 6 PM CST where I will be showing you how to avoid this common mistake.

Alena Wilson September 26, 2023