Connect external services that extend XtimatePro. Each integration is optional.
📒 QuickBooks Online Off
Auto-push signed estimates as QuickBooks invoices. Stop double-entry.
🏠 Hover roof measurement Off
Order aerial roof reports. Auto-fills squares, ridge, drip edge, valleys, eaves on roofing scopes.
Set up API key💳 Wisetack customer financing Off
Offer 0% APR financing on big-ticket jobs. Customer applies in minutes, you get paid in full.
Set up partner ID📱 SMS sign links (Twilio) Off
Send sign-and-pay links by SMS instead of (or in addition to) email.
Set up Twilio number✨ AI photo → scope (Anthropic) Off
Snap photos, get a draft estimate. Powered by Claude vision.
Configured at workspace level by your admin. Once enabled, the "✨ AI scope from photos" button appears in the project editor.
⭐ Review automation
Auto-ask customers for a Google/Facebook review 3 days after the job marks complete.
🌐 Federated pricebook Off
Opt in to share anonymized pricing by ZIP. In exchange, see regional price averages so you can spot if you're over/under-priced.
Only aggregated averages are shared — never your individual prices. Privacy floor: averages require 3+ contributors per ZIP+code.
🔍 Adjuster collaboration Built in
Invite an insurance adjuster to a read-only view of your scope with inline comments and approve/dispute marks.
From any signed estimate, click "Invite adjuster" to generate a token-protected review link.
💧 Drying logs (IICRC S500) Built in
Daily moisture monitoring required by carriers for water mitigation jobs. Auto-PDF for the claim file.
From any restoration project, click "Drying log" in the project menu.
📄 Symbility CSV / XML export Built in
Export estimates in Symbility-compatible CSV and XML formats accepted by many carriers.
Available on Crew plan. From any estimate, use "Export → Symbility".
📑 Native Xactimate .esx Roadmap
Native ESX write-support for carrier-direct submission. See docs/ESX-RESEARCH.md.