Macros (Xactimate)
Macros in Xactimate are pre-built templates that automatically populate a group of related line items when applied to an estimate, saving time and reducing the chance of missing standard items.
Speeding Up Estimate Writing
Macros are pre-configured templates in Xactimate that insert a bundle of related line items into an estimate with a single action. Instead of manually adding 20 individual line items for a standard roof replacement, a well-built macro drops them all in at once, pre-populated with the correct selector codes and descriptions. The estimator then adjusts quantities to match the specific property.
For high-volume contractors processing multiple claims per week, macros are not optional. They are the difference between spending 45 minutes on an estimate and spending 15.
Built-In vs. Custom Macros
Xactimate ships with a library of built-in macros covering common repair scenarios. These are useful starting points, but experienced estimators build custom macros tailored to their market. A roofing contractor in a hail-prone region, for example, might build macros for "architectural shingle full replacement," "partial slope repair," and "gutter and downspout replacement" that include every line item they routinely need, including items that built-in macros often miss.
Custom macros should be reviewed and updated periodically. As building codes change and new line items are added to Xactimate, your macros need to reflect current requirements.
Macro Discipline
The risk with macros is including line items that do not apply to the specific job. A macro that adds ice and water shield is appropriate in northern states where code requires it, but applying it to a claim in a southern market without a code requirement will get flagged. Always review the macro output against the actual property conditions and remove any items that are not justified by the inspection. Macros start the estimate; the estimator finishes it.
Frequently asked questions
Yes. Xactimate allows users to build and save custom macros tailored to their market and typical project types. A custom macro for a standard architectural shingle tear-off and replace, for example, can include every line item you commonly need.
Carriers accept the estimate regardless of how it was built, but reviewers may flag macro-generated estimates that include line items not supported by the inspection documentation. Every line item in the estimate must be justified by photos and field notes.
No credit card required