Get Your Xactimate Macros Set Up in Under 30 Minutes

New to Xactimate? Macros save you time. They let you add a whole set of line items to an estimate in one click.

We built a starter file with the four macros most jobs need: Packout, Cleaning, Storage, and Packback. Download it, import it, and set it up once. After that, the macros are ready for every estimate.

Download the file: [New_owner_macros.ESX] (link to be added)

Step 1: Import the file into Xactimate

1. Save the .ESX file to your desktop.
2. Open Xactimate in your browser and go to your Projects list.
3. Drag the file from your desktop and drop it onto the project list.
4. A box says “Importing projects.” Click Close.
5. Wait for the notification, then reload the page. The new project will show up in your list.

Step 2: Set your pricing

Macros use your local prices. Set these before you save anything.

1. Open the NEW_MACRO project.
2. Click the Parameters tab.
3. Click the list icon next to Price List and choose the one for your area. Click Done.
4. Click the list icon next to Tax Jurisdiction and choose the one that fits your area. Click Done.
5. Click Reprice. In the box that opens, click OK.
6. Review the Reprice Summary and click OK.

Step 3: Save the four macros

1. Click Estimate, then Estimate Items.
2. On the left, click the Packout group.
3. Select all of the items in that group.
4. Click Save Macro.
5. Enter a code (for example, NEWPACK) and a description (Packout). Click OK.
6. Repeat steps 2–5 for Cleaning (NEWCLEAN), Storage (NEWSTOR), and Packback (NEWPBACK).
7. Click Save and Exit.

That’s it. Your macros are saved to your account and ready to use.

After you build your estimate

Send it to our support team for review through HubSpot.

1. Open the job in HubSpot.
2. In the right sidebar, find Tickets and click + Add.
3. Name the ticket and fill in the required fields.
4. Under Type of Review, pick Xactimate Estimate, Mobile Claims, or Supplement. Upload the file it asks for.
5. Click Create.

Our team will review it within 48 hours. Once it’s approved and any revisions come back to you:

1. Send the estimate to the adjuster within 24 hours.
2. Bill the job in QuickBooks.

Questions? Reach out to the support team.