Xactimate Macros: Your Friend and Your Enemy
It seems that everyone agrees: Xactimate macros are great.
Here are three cautions you should consider when using macros:
- Xactimate macros are general templates. they can be wonderful if a loss fits in exactly with your template. But honestly how often is that the case? Seldom, if ever. The time you spend manipulating a macro to fit a particular loss may result in more time spent on the estimate than if it had been written line by line.
- The convenience of macros creates the tendency to overlook particulars in an estimate that should be taken into account. Thus, an over-reliance on macros may result in more mistakes since less care is being taken on an estimate.
- If in the back of your mind, you know you are going to use a macro when scoping a loss, it increases the likelihood that items will be neglected during your scope that should be taken into account.
The Takeaway: Xactimate macros can help, but they can also cost you money. Act accordingly.
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