GUIDED DESK ESTIMATE · DE-03

Build your Xactimate estimate.

Give Apex the basic property information, then walk us around the structure one wall at a time. You measure. We calculate and organize the information for Xactimate.

Made for real people—not estimatorsNo Xactimate codes or technical calculations are required. Your draft saves automatically on this device.
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START HERE · CHOOSE THE DEPTH

What are you sending to Apex today?

Use the short path for basic setup information, or continue into the guided measurements and damage scope.

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Choose the submission depth
YOUR INFORMATION · RETURN CONTACT

Who is sending this information?

Apex will use this contact if a measurement or scope item needs clarification.

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ADMINISTRATIVE DETAILS · ESTIMATE COVER INFORMATION

What should appear on the estimate?

These are the basic fields Apex needs to open the file. Insurance questions appear only when they apply.

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Is this estimate related to an insurance claim?

Self-pay and non-claim estimates can continue without insurance information.

ESTIMATE DIRECTION · SIMPLE ROUTING

Tell us what kind of estimate this is.

Choose the closest answer. When “Other” is selected, a description box opens underneath.

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What kind of estimate is this? *

What caused the damage? *

What type of loss should appear on the estimate?

STRUCTURES · WHAT IS INCLUDED

Which structures need estimate work?

The Main House is included. Add the detached garage or another structure only when work is needed there.

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EXTERIOR WALLS · GUIDED MEASUREMENT

Measure each side of the structure.

Start with the wall length and average height. Then enter doors and windows. Apex calculates the available wall surface automatically.

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MEASURE FIRST Do not guess the finished wall square footage. Enter the actual elevation length and height below.
ROOF OR TARP · ONLY WHEN NEEDED

Is there roof work or temporary protection?

Select the work for each structure. Only the questions needed for that selection will appear.

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SITE WORK · TREES · DEBRIS · CLEANUP

What work is needed around the property?

Open only the items that apply. Rough measurements are acceptable when exact information is not available.

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OTHER INFORMATION · FREESTYLE

Anything else Apex should include?

Use plain language. Matching concerns, discontinued materials, unusual access, bids, and special instructions all belong here.

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SUPPORTING FILESPhotos, EagleView, sketches, scopes, and invoices

Use the Apex upload portal for large files. It opens in a new tab so this worksheet stays open.

Open Upload Portal
REVIEW · SEND TO APEX

Check the information before submitting.

The summary is organized by structure and elevation so Apex can enter it into Xactimate quickly.

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Select “Build Review Summary” to check the submission.

Apex may request photographs, measurement reports, bids, or clarification before completing the estimate.