Xactimate questions / Estimating workflow
Understand when on-site Xactimate estimating is practical and how to keep speed from replacing review.
Field guidance by Neil Baumann
Working adjuster and Parrot Key instructorUpdatedMany estimates can be developed substantially on site, and some can be completed there, depending on property complexity, assignment requirements, available information, device, connectivity, and estimator experience. The goal is to finish the work that benefits from direct access to the property without forcing premature decisions.
On-site estimating can reduce reconstruction from notes and avoid return visits, but only when the sketch, photographs, scope, quantities, notes, and estimate items are reviewed together. Speed is useful after the team defines what a checked file means.
Parrot Key's room-by-room method keeps sketch, documentation, and estimating close together. Students practice completing one checked room before scaling the routine to a full property.
No. Complex files, missing information, company review requirements, or professional judgment may require office work. A good workflow distinguishes productive on-site completion from rushed completion.
These links point to product owners or other primary sources. Parrot Key uses them as references and writes its training guidance independently.
Verisk product documentation covering current mobile sketch, project, report, and measurement topics.
We will get back to you
Send a few details about your role, your team, and what you want to improve. Our team will review it and get back to you.
Keep learning