Estimating & Workflow
Macro
A saved group of line items that inserts together, so a common job like a tear-off and re-roof does not have to be built from scratch every time.
On a real claim
A macro is a saved group of line items that inserts together, so a common job like a tear-off and re-roof does not have to be rebuilt from scratch every time. On a claim macros speed up estimating and keep a consistent scope across similar jobs. What goes wrong: a macro built from an old price list or a different region inserts stale prices and wrong quantities. Check the macro prices against the current list before you rely on it.
Common questions
What does "Macro" mean in Xactimate estimating?
A saved group of line items that inserts together, so a common job like a tear-off and re-roof does not have to be built from scratch every time.
Where does "Macro" show up in a claim?
The term matters on estimates and scopes across the insurance restoration workflow. Browse the glossary for related terms.
Put this to work
ESXPress converts carrier scope PDFs into import-ready Xactimate ESX files — line items mapped to their real code, priced for import.
Start free — 5 conversions, no card →Related: Xactimate macros