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How to manage Xactimate-ready ESX files

Learn how to order and download an ESX file from your Roofr account.

Purchase Xactimate-ready ESX files directly from your Roofr dashboard and upload them straight to Xactimate. No redrawing needed. Manage all your reports and jobs in one place.

An ESX file is a file format used by Xactimate, a software commonly utilized for insurance and construction projects.

In this article:

How to manage Xactimate-ready ESX files

1) Ordering an Xactimate-ready ESX file

  • From the measurements section of your Roofr Dashboard, click Order Report

  • Enter the Job Address

  • Ensure the pin is on the correct structure, and click confirm

  • Select secondary structures to be included, and click Next

  • Check the box to include ESX report file, click Order report

šŸ  ESX files will be delivered along with a standard Roofr measurement report.

ā±ļøGuaranteed turn around time does NOT apply to orders with an Xactimate-ready ESX add-on during the BETA period. Files will be delivered on a best-effort basis within 24hrs.

2) Transferring an ESX file to Xactimate

  • From the measurement listing in your Roofr Dashboard, click the … Options Menu

  • Select Download Xactimate-ready ESX

  • From your Xactimate account, click New Project and select Import

  • Click Select File From Computer

  • Select your Xactimate-ready ESX file to upload and click import

3) Report Settings

  • In the Settings tab of the Measurements section of your Roofr dashboard;

    • Toggle on to receive a Roofr measurement report even if ESX is unavailable

    • Leaving the toggle off will cancel the order entirely if ESX is unavailable

ESX FAQ

Why can’t I order an Xactimate-ready ESX for a particular address?

  • We need the highest resolution imagery to draw ESX 3D reports. In some cases the imagery available is good enough for our 2D Roofr reports but not 3D ESX files. In this case, we prevent our users from purchasing the add-on at checkout.

Why did my Xactimate-ready ESX file order get rejected?

  • In order to create an ESX file we need to model the roof in 3D. Currently we don’t have support for all roof shapes. We are working hard to continue to roll out the ability to design additional roof shapes and will continue to improve availability.

Xactimate-ready ESX files cannot be generated for measurement reports that have already been completed. If you need an ESX file, you must reorder the report and select the ESX option during checkout.

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