See what to verify

A worked PDF-to-ESX review example

An editable file is the starting point. Compare its room assignments, quantities and amounts with the PDF, then check the imported result in Xactimate.

Illustrative example. The figures below are made up to explain the review process. They are not a customer estimate, measured conversion result, testimonial or accuracy benchmark.

One room, three checks

Suppose a source PDF lists these simplified items for a living room. Amounts exclude tax and other adjustments. Check each field rather than relying only on the room total.

Illustrative source items and review checks
Source itemQuantityRateAmountReview check
Drywall120 SF$2.50$300Quantity and material
Painting120 SF$1.00$120Area and intended scope
Baseboard40 LF$3.00$120Linear feet, not square feet
Illustrative subtotal$540Before adjustments

If the drywall quantity is read as 12 SF, its amount becomes $30 and the subtotal drops to $270. Correcting that field is an extraction correction. Changing the source scope because of a site measurement is a separate estimating decision.

Watch the product demonstration

The product demo is a separate walkthrough; it does not use the illustrative figures above.

Watch the PDF-to-ESX demo →

Evaluate it on your own workflow

For a useful before-and-after comparison, record the file type and size, processing time, review and correction time, import result, and actual export cost. Keep sketch checks separate. A successful download alone does not establish a successful import.

  1. Keep the source PDF and review the extracted rooms and line items.
  2. Record discrepancies and any corrections you make.
  3. Import the ESX into Xactimate and compare the result with the source.
  4. Compare total working time with your usual process, including review.

Have a result you would like to share? Contact us about your experience. Start with a description, without private claim documents. We will ask for your permission before publishing a customer story.

Practical next steps

Find the workflow for your estimate