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Xactimate Projects and Cloud

  • Alena Wilson
  • August 14, 2024

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Logging in on my desktop to connect with Xactimate’s dashboard—this is the main hub of the program. Whether you’re on the desktop or online version, they look almost identical. Today, I’m focusing on the desktop. If you’re using the professional version, especially out in the field on a laptop, remember you can easily pull projects from the cloud to your PC. Just click on ‘All projects’ to access everything! #Xactimate #DesktopVersion #InsuranceClaims #FieldWork
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Your Estimate Was Approved But Now You’re Chasing Checks

You spent weeks going back and forth with the adjuster and got your estimate approved, but now you’re having to wait for the check to hit your bank account.

In this live session, I’m walking through the steps I recommend every contractor have in place to follow up on outstanding payments and also how you can get the final check and depreciation released at the same time, if you know how to ask.

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

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Can AI Really Write Your Xactimate Estimates?

AI can be an incredible tool for your roofing business, but should you really trust it to write your Xactimate estimates?

I’ll show you where I think AI can be helpful in the estimating process, where contractors can get into trouble relying on it, and why understanding the line items it writes for still matters.

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

Alena Wilson October 14, 2026

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