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Xact Hacks | Retrieve Scope
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This week's Xact Hacks video covers the BIG difference between Copy/Paste and the Retrieve Scope option in Xactimate. Don't lose items in translation from room to room - Retrieve Scope every time to ensure everything is captured. Like, share, and subscribe for more Xact Hacks released every Thursday!
WRITTEN EXPLANATION:
Right click in the room you are trying to transfer line items to. You can right click in the white space or on a blank line item. Select Other Options and then Retrieve Scope. This will completely copy the scope from Room A and transfer it Room B (where you right clicked and were trying to transfer to). Purple line items (graphically sketched) will not copy and paste!!! Retrieve scope does transfer them over.
WRITTEN EXPLANATION:
Right click in the room you are trying to transfer line items to. You can right click in the white space or on a blank line item. Select Other Options and then Retrieve Scope. This will completely copy the scope from Room A and transfer it Room B (where you right clicked and were trying to transfer to). Purple line items (graphically sketched) will not copy and paste!!! Retrieve scope does transfer them over.