Estimating & Workflow
Macro template
A saved set of commonly used line items in Xactimate that can be added to an estimate with one command. Macros and macro templates let an estimator write a repetitive scope, such as a roof tear-off, without re-entering each line. The template keeps the same codes and structure across jobs, but each job still needs its quantities checked because every roof is measured differently.
Common questions
What does "Macro template" mean in Xactimate estimating?
A saved set of commonly used line items in Xactimate that can be added to an estimate with one command. Macros and macro templates let an estimator write a repetitive scope, such as a roof tear-off, without re-entering each line. The template keeps the same codes and structure across jobs, but each job still needs its quantities checked because every roof is measured differently.
Where does "Macro template" show up in a claim?
The term matters on estimates and scopes across the insurance restoration workflow. Browse the glossary for related terms.
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