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Last Post 10/13/2011 1:42 PM by  Topadjuster
Duplicating roof claims in xactimate
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Goldust
Member
Member
Posts:306


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09/21/2011 7:56 AM

    What is the best way to duplicate roof claims in xactimate.Say you have 100 commercial buildings and majority of them are 2 different designs and same sizes.                                           just thinking out loud here right now but may need it in the near future.

    JERRY TAYLOR
    host
    CatAdjuster.org Founder
    Posts:709


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    09/21/2011 8:39 PM

    In Xactimate in most cases you can always find more than one way to do something.  

    In this case you could;

    1) Duplicate the orignal project

    2) Use the copy from Project option, this works real well.

    3) Create estimate marcos and sketch templates, you can reuse them as often as needed.

     

    Goldust
    Member
    Member
    Posts:306


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    09/22/2011 6:09 AM

    Thanks Roy,

     I will add to list of how tos!

    JERRY TAYLOR
    Tim_Johnson
    Member
    Member
    Posts:243


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    09/23/2011 6:06 PM
    Or.....................Create 2 new projects, each one with the unique roof diagram. Then highlight the claim you are about to work on, hold down the crtl key, highlight the dummy file that has the diagram you need, right click, merge the 2 projects and the sketch will copy over to your new file
    Tim Johnson
    Tim Wieneke
    Member
    Member
    Posts:92


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    09/27/2011 12:25 AM
    I've done 50 business condo units of the same layout before and I found the fastest way was to copy and paste the sketch. Each had different contact information I had to enter separately in the Claim Info tab. Had it been the same, the best way to have done it would have been to duplicate the project.
    Topadjuster
    Guest
    Guest
    Posts:4


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    10/13/2011 1:42 PM
    The simplest way to duplicate roofs for your 50 building claim is to:
    1. "lasso" the entire roof
    2. Go up to your Sketch tool bar, and click on the icon the looks like a rubber stamp with a disk attached to it (you will be saving a template). Note that if you have already estimated the roof, then the line items will also save in this template.
    3. When you need that roof again, simply click on the Rubber stamp icon at the top, and pull down the roof that you need. If the roof is not properly oriented, then you can simply lasso the whole roof again and click the "Little sailboat" icons at the top to change the roof direction.

    Try it. If you need help, contact me. I'd be more than happy to walk you through it.

    Chris Hatcher, Xactimate Certified Trainer
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