Run Xactimate Estimate Quality Review Checklist — Free

Inspection Setup and Estimate Scope

Estimate file, claim number, and property address match the review record critical (required)

Yes No N/A

Date of loss, inspection date, and estimate version are documented critical (required)

Yes No N/A

Scope of work is clearly stated and matches observed damage

Yes No N/A

All supporting documentation is attached

Estimate reviewer confirms the review is based on the latest available scope information

Yes No N/A

Measurements and Dimensions

Room, wall, roof, or affected-area measurements are present for all priced areas critical (required)

Yes No N/A

Measured quantities match the sketch, photos, or field notes critical (required)

Yes No N/A

Linear feet, square feet, and other quantity units are used correctly

Yes No N/A

Openings, waste factors, and deductions are applied consistently

Yes No N/A

Any manual quantity overrides are justified in the notes

Yes No N/A

Line Item Accuracy and Scope Completeness

Demolition, removal, and disposal items are included where applicable critical (required)

Yes No N/A

Material, labor, and equipment line items are separated appropriately

Yes No N/A

Protective measures, access constraints, and setup items are included when required

Yes No N/A

All damaged components visible in photos or notes are represented in the estimate critical (required)

Yes No N/A

No duplicate or overlapping line items were identified

Yes No N/A

Regional Pricing and Price List Review

Correct regional price list is selected for the property location critical (required)

Yes No N/A

Labor and material pricing appears consistent with the selected market critical (required)

Yes No N/A

Any price overrides are documented with a clear business reason

Yes No N/A

Tax, overhead, profit, and other pricing modifiers are applied according to company rules

Yes No N/A

Documentation, Compliance, and Release Decision

All deficiencies, non-conformances, or missing items are documented critical (required)

Yes No N/A

Reviewer notes clearly identify any supplement risk or re-inspection risk

Yes No N/A

Estimate is ready for release without unresolved scope gaps critical (required)

Yes No N/A

Final disposition

Note (optional)

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Run: Xactimate Estimate Quality Review Checklist

Inspection Setup and Estimate Scope

Measurements and Dimensions

Line Item Accuracy and Scope Completeness

Regional Pricing and Price List Review

Documentation, Compliance, and Release Decision

Get your results