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
Data Flows
What moves between Xactimate and your AI agent — and when.
- →Xactimate estimate status → agent sends appropriate homeowner update
- →Adjuster approval received → agent notifies homeowner + schedules job
- →Supplement submitted → agent follows up with both homeowner and adjuster
- →Customer responses → logged to job record in your CRM
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.
More Restoration Integrations
QuickBooks
The most widely used accounting software for small and mid-sized service businesses.
JobNimbus
CRM and project management platform popular with roofing and restoration contractors.
Encircle
Field documentation platform for restoration contractors — photos, sketches, and contents documentation.
Connect Xactimate to Your AI Agent Today
Set up your Xactimate integration in under 30 minutes. No technical skills required.