Xactware Self-Paced Training: How to Sketch Floor Plans in Xactimate


Let’s click the Sketch tab to move to the
Sketch window for this estimate. The Sketch window contains a tool bar that displays the
Sketch tools we’ll be using for this estimate. The Sketch workspace by default contains an
N with an arrow that shows where north is on the sketch. Our hand drawing from the loss site also shows
north. We will begin drawing the estimate at the top left of our workspace, which is
the northwest corner of the house. Most estimators find that it is a good practice
to generally sketch from left to right and top to bottom. This first room is bedroom
1. We click the room button and move our cursor
over the sketch workspace. The image of a room appears under our cursor
with the default inside dimensions of 12 feet by 12 feet. We move our cursor to the top left corner
of the workspace then click and hold the left mouse button. Now we drag the mouse until we have a rectangle
that has inside dimensions of 16 feet 4 inches by 15 feet 6 inches and release the left mouse
button. To fine tune the dimensions, we click the
wall handle and drag then click the dimension numbers and enter the correct number. We click on room 1 and change the default
name to bedroom 1. Now let’s add the closet to this bedroom. Our onsite drawing shows the closet has inside
dimensions of 3 feet 2 inches by 7 feet 7 inches. We could add this offset to bedroom 1 by using
the room tool and attaching it, but we’ll add the closet using the square break tool. We click the square break button then move
the mouse cursor over the east wall. Dimensions now appear on both sides of our cursor. Our plan shows the inside dimensions of the
closet are 7 feet 7 inches. The default width of the walls in sketch and the wall width
we are using on this plan is 4 inches. So we need to add two inches to our 7 feet,
7 inch dimension and make the square break at 7 feet 9 inches. We move the cursor until it shows the 7 feet
9 inch dimension then click the left mouse button. This gives us the inside dimension of 7 feet
7 inches shown on our inside plan. Now we move the mouse cursor over the new
wall handle located above the break. We press and hold the control key then click
and hold the left mouse button and drag the wall to the right. We drag the wall until our inside dimensions
are 3 feet 2 inches. We fine tune dimensions by click and dragging
the wall we want to change then clicking on the dimension numbers and typing the correct
number. Now let’s change the name of this closet and
attach it to bedroom 1 as a sub room. We move the cursor over the room name and
click the right mouse button. The right click menu appears and we select
properties. The room properties window appears and we change the name to closet 1. We make the closet a sub room by clicking
the subgroup of dropdown button and selecting bedroom 1 from the dropdown list. When we click away from the room properties
menu, notice the display for closet 1. It contains the name of the closet with the
number 1 inside of parenthesis. This tells us the closet is a sub room and
that it is the first or number 1 sub room. Placing rooms as sub rooms help Xactimate
calculate totals for you in a more logical way. This will be important when we start entering
estimate line items such as carpet and paint.

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