Who it’s for:TechnicianProject LeadAdmin
Available on:WebMobile
For carrier-ready Xactimate estimates, request one from Settings → Store → Request an Estimate, or from the job itself: Order ESX in the job’s header on web, or Order ESX in the job’s actions menu (⋮, top right) on mobile. Pick the job, then work through the flow: select locations, list equipment on-site, list materials, choose your payment method (credits or pay-as-you-go), and review the order summary before submitting. Choose one or more estimate types — Water Mitigation, Fire Mitigation, Contents/Pack-Out, Mold/Asbestos/Lead, Biohazard/Trauma, or Interior Repairs. TrueRestore’s estimating team returns a finished .esx file and PDF for you to review and accept.
Submitting a request automatically creates a scoped sketcher link so the estimating team can access just the floor-plan data they need — separate from any customer-facing share link on the job (see Team, participants, and sharing a job externally).
Ordering a sketch from your Master Floorplan
The request includes a step that converts your Master Floorplan into an Xactimate sketch. Any map with usable geometry counts toward that order — LiDAR scans and maps drawn by hand on mobile (Draw Room / hand-drawn walls) both qualify, so a Master Floorplan built entirely from drawn maps can be ordered. If the Master Floorplan contains no scans and no drawn maps, the step is blocked with No Maps Found in Master Floorplan — “Your Master Floorplan exists but contains no scans or drawn maps yet. Please add one to enable sketch conversion and estimates.” Use Add Maps to Master Floorplan to jump to the Master Floorplan and place your maps. If some of the job’s maps are missing from the Master Floorplan, you get a warning reading Only X / Y maps included — “Only the maps added to the Master Floorplan will be converted. Double-check your layout before submitting.” The list of missing maps includes drawn maps as well as scans, so check it before you submit. The preview shows Master Floorplan doesn’t contain maps (“Nothing will be converted until you add scans or drawn maps into the master floorplan”) when nothing has been placed, and Level doesn’t contain maps (“This level won’t be included in the Xactimate sketch as it doesn’t contain any maps.”) for an empty level. The square footage used to price the sketch is the total floor area of every map placed on the Master Floorplan, including the area of drawn rooms.Ordering only the sketch
The sketch is part of a job’s first order, and you can order it on its own. Select Xactimate Sketch and leave every estimate type unselected. The order summary lists it as ESX Floorplan conversion.- A sketch-only order is paid with pay-as-you-go. Credits apply only to orders that include at least one estimate type. See Estimate credits and pay-as-you-go.
- Each job’s sketch is ordered once. After that, the sketch step shows Sketch Ordered, and later orders on the job add estimate types only.
Tracking an order
Open the job’s ESX Orders tab (on mobile, ESX Orders in the job menu) to see each order on the job. Admins and Project Leads can also track every order across the company from the ESX Orders page in the web sidebar.
You’re notified when a sketch or estimate is ready for review. If an order has stayed at Ordered longer than you expected, contact Support with the job number.