How do I export FastEstimate’s sketch and line items to Xactimate?

FastEstimate gives you two ways to get the sketch and line items into Xactimate. We recommend the auto-export workflow whenever it’s available — it’s faster and skips most of the manual steps.

Option 1 (Recommended): Auto-export to your Xactimate project

With auto-export, the sketch and line items you’ve built in FastEstimate get pushed directly to your existing project in Xactimate.

Before you start: make sure you sent SeekNow the assignment for this claim through the “Export To” functionality in XactAnalysis. Without that, auto-export won’t have a project to push to.

When you’re done building your scope in FastEstimate:

1. Click the “Send to Xactimate” button in FastEstimate.
2. Open your project in Xactimate.
3. Navigate to “Sketch,” then click the small yellow box that lets you import the sketch.
4. Once the sketch is imported, navigate to “Estimate Items” — you’ll find every line item there.

Option 2: Download an ESX file

If auto-export isn’t a fit, you can always download an ESX file from FastEstimate. This option is available on every claim, but it does require a few extra clicks in Xactimate.

After you click “Download ESX” in FastEstimate:

1. Drag and drop the ESX file into Xactimate.
2. Open the new project in Xactimate.
3. Set the location and tax jurisdiction. This step is important — if you skip it, your line items won’t appear in Xactimate.
4. Navigate to “Sketch,” then click the small yellow box that lets you import the sketch.
5. Once the sketch is imported, navigate to “Estimate Items” to see all line items.

Copy-pasting the sketch and line items to a different Xactimate project

If you need to move the sketch and line items into a different project than the one FastEstimate created, you can copy them over:

1. In Xactimate, open the FastEstimate project and navigate to “Sketch.”
2. Hover over the center of the sketch, right-click, and select Copy.
3. Open the destination project in Xactimate.
4. Navigate to “Sketch” and create an “Exterior” tab by right-clicking on the tabs.
5. Right-click in the empty space and select Paste. Your sketch and all line items will appear in the new project.
   
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