RoofScope Integrated With Xactimate: How to Import a Sketch

When you’re working in Xactimate, integrating your RoofScope data is a powerful way to streamline your workflow and quickly access precise roof measurements for your estimates. Here’s an easy-to-follow guide on how to import your RoofScope sketch, so you can save time and avoid manual sketching.

Step-by-Step: Importing a RoofScope Sketch in Xactimate

1. Get Notified

   Once your RoofScope report is ready, you’ll see a notification pop up in the top right corner of Xactimate. This alert lets you know the report is complete, so there’s no need to keep checking back.

2. Open Your Project

   Double-click on your project to open it within Xactimate. This takes you to the main project dashboard, where you can access all the elements needed for building your estimate.

3. Go to the Estimate Section

   Now, navigate to the “Estimate” area within your project. This is where you’ll manage the numbers and details of your claim or project estimate.

4. Enter Sketch Mode

   Click on “Sketch” within the Estimate section. This feature is specifically for creating or importing floorplans and roof drawings for your project.

5. Click the Import Icon

   Look to the top left corner of your screen in the Sketch section for the Import icon. This is where you can pull in external data, including your RoofScope report.

6. Select Your RoofScope Data

   After clicking the icon, select “RoofScope Data” from the options. This will bring in the exact measurements and details captured in your RoofScope report.

7. Import the Sketch

   Go ahead and click “Import.” Your RoofScope sketch will now load into Xactimate, automatically filling in the layout and measurements so you don’t have to do any manual entries.

8. Choose 2D or 3D View

   Once the sketch is imported, you can switch between a 2D view, which shows a straightforward top-down perspective, or a 3D view, giving you a more dynamic look at the roof’s dimensions and angles.

Why Use RoofScope with Xactimate?

Bringing RoofScope data into Xactimate is a huge time-saver for contractors and adjusters. You’re working with measurements that are accurate and reliable, meaning you can skip manual sketching and go straight to the important details. By using RoofScope’s integration with Xactimate, you’re not only speeding up your workflow but also enhancing the precision of your estimates—a critical advantage for any roofing job or insurance claim.

Conclusion

Following these steps makes importing RoofScope data into Xactimate simple, letting you focus on what matters: creating dependable, detailed estimates without the hassle. This integration brings together the best of both tools, helping you work smarter and with greater confidence in the quality of your measurements.