Xactimate + AI: Keep Restoration Jobs Moving
Your AI agent connects to your Xactimate workflow to follow up on open estimates, coordinate with homeowners on approvals, and keep claims moving.
How It Works
Xactimate is where restoration estimates live — but what happens after the estimate is sent is where revenue is won or lost. Your AI agent monitors the status of Xactimate estimates and handles the customer-facing follow-up automatically.
Automated Workflows
- 1
Estimate submitted → homeowner notified with scope summary in plain language
- 2
Estimate pending adjuster review → homeowner update on expected timeline
- 3
Supplement submitted → homeowner and adjuster follow-up
- 4
Estimate approved → homeowner notified and job scheduling triggered
- 5
Estimate disputed → project manager alerted with full context
Setup Overview
The agent integrates with Xactimate via your CRM bridge (JobNimbus, Dash, or custom). Estimate status changes trigger agent workflows. Setup requires your CRM connection and takes 45 minutes.
See It for Your Trade
Xactimate works differently for each trade. See the workflows tailored to your business.
Connect Xactimate to Your AI Agent
Set up in under 30 minutes. No technical skills required.