The Blueprint blog
Restoration
Xactimate estimating for water damage mitigation can be a tedious and time-consuming task. However, with the right strategies, you can create estimates much more rapidly. Whether you’re already using Xactimate estimate software or you’re just beginning to use it, you’ll find that this article is a great guide for streamlining your estimating workflow. First, we will examine why the goal of greater efficiency matters. And then we will review three connected strategies that you can implement right away.
Faster, more streamlined Xactimate estimate completion is beneficial for a number of reasons:
Now let’s look at three strategies you can use to improve your estimating efficiency.
Job-site assessments of water damage require a thorough and methodical process. You can make that process more efficient by preparing a water damage assessment ‘questionnaire’ or ‘checklist’ ahead of time, and then using that tool to guide your assessment.
If you want to eliminate the use of paper – always a good idea – you can create your questionnaire or checklist within a mobile app. That way it’s always available on your mobile device for fast, easy reference. (For example, the magicplan floor plan app has a Custom Forms feature for this specific purpose.)
Learn more: How to Build Effective SOPs for Any Water Damage Restoration Job
The best way to accomplish that is to use a floor plan app to sketch affected areas. This approach allows you to create an accurate sketch in mere minutes as you complete a detailed water damage assessment. It also reduces the need for manual data entry and helps to minimize errors.
Look for a high-quality app that:
The floor plan app should also allow you to:
But be aware: Not all floor plan apps will allow you to do this! So you want to be particular about which app you choose.
You definitely want a floor plan app that is specifically designed to integrate seamlessly with Xactimate. That means it will be programmed to enable instantaneous transfer of your sketch and photos directly into the Xactimate software (eliminating the need to upload files manually).
For example, magicplan allows ONE-CLICK exports directly to Xactimate. Every floor plan is transferred with lightning-fast efficiency!
This ‘instant integration” capability enables you to create more accurate estimates in less time, to achieve faster claim submission and enhance the overall customer experience.
After you send your sketch and photos directly to Xactimate, you can then produce a precise insurance claim estimate for the cost of mitigation. Xactimate allows to you build your estimate with current industry-standard pricing.
Since Xactimate is designed to be comprehensive and in-depth, there is a learning process involved in making it useful for your business. Of course, the program is easy enough to purchase and start using right away. But to get the most out of it and to be able to use it efficiently, you’ll want to pursue Xactimate training.
Not all training programs are the same, though. So, be sure to shop around before you select one.
Efficient creation of accurate estimates is an essential process for water-mitigation projects. By understanding the reasons why efficiency is important, and by following the strategies outlined in this article, you can successfully streamline your Xactimate water mitigation estimation process.
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Zuzanna Geib
Team Lead Marketing