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Guided Estimates

Create line item estimates in Xactimate, in minutes

Updated over a month ago

Line by line manual entry is now a thing of the past! With Hover, you can effortlessly import line item estimates into Xactimate in a matter of minutes, ensuring greater accuracy and consistency across your adjusters’ claims.

Hover's Guided Estimates provide:

  • Faster implementation - Customizing item calculations and making configurations for material types is simple!

  • Easy-to-use technology - Adjusters can complete their work while on the go. No more fiddling with clunky forms or transcribing notes after hours.

  • Fast results - Manually inputting line items into Xactimate is time-consuming. With Hover, even new adjusters can complete an estimate in just 5 minutes.

Guided Estimates is currently in limited access. To learn more, please reach out to your Hover contact or the support team.

In the sections below, click the expand arrows to reveal more or collapse information.

How it works


Note: For the best experience, make sure your Hover email matches your Xactimate email and that your project’s claim number in Hover matches your claim number in Xactimate.

1. Start a new project in Xactimate

  • Request data within Xactimate:

    • From the local projects screen, create a draft job in Hover.

      • Click + New project

      • Select a price list that matches the location or region for the project.

      • Enter tax jurisdiction information as required.

      • Input insured information, including policyholder details.

      • Enter loss information relevant to the claim.

      • Save and exit this section.

    • Complete the request data flow for Hover measurements and sketches:

      • Select your newly created project and tap the house icon to request data

2. Create the Guided Estimate in Hover

  • Tap Guided Estimate

    • From the projects page in Hover, open the property and click the Guided Estimate button or tab to begin

  • Select templates

    • Select relevant Xactimate material template(s) for the project's claim, then tap Continue.

3. Apply the project's scope in Hover

  • Select Area(s)

    • Based on the project's claim scope, apply the templates by tapping on the model (zoom and rotate), or by tapping on the labeled area boxes

    • Note that only one template can be applied per facet

  • Partial Project Warning

    • If you only have a portion of an area selected, a pop up will confirm you are working on a partial project. Click Continue to confirm or Back to Selection to select the full scope

  • Update details

    • The following sections will walk you through making selections on styles, roofing demo, underlayment, etc.

    • Once complete, click Create Guided Estimate,

      • You will be redirected to the Guided Estimate page

  • Send to Xactimate

    • Review your selections and then tap Send to Xactimate when ready

    • A "Sent” status will appear

Note: A guided estimate can be resent to Xactimate any time. It will create a new estimate instance without overriding the previous one.

4. Complete estimate in Xactimate

  • In Xactimate, open your project.

  • Click on the Estimate > Sketch menu tab

  • Select the sketch icon in the top left

    • In the import selection, choose the most recent estimate, which includes the sketch, measurements, and Guided Estimate from Hover

  • The material and labor line item estimate will populate, and you can now make any necessary adjustments in Xact to finalize your claim’s estimate.

Still have questions? Reach out to our support team.

  • Call us (+1.844.754.6837). We're real people and ready to help!

  • Email us ([email protected]). We'll usually reply in about 30 min.

  • Chat with us. We generally answer in less than 3 mins. Click on the blue chat icon at the bottom right of your screen.

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