Common repair alerts
Common alerts
Common splat Triggers
Common Alerts
Photos may be required
100

Interior door and lockset rule

What is this rule informing the user if the number of interior doors doesn't match the number of interior locksets. The user will need to match these values or enter a bypass note.

100

Bid items require F9 note.

What is add an F9 note to the line item and the alert will clear

100

No roof waste

What is auto waste must be selected and used on all roof estimates.

100

The Tax Jurisdiction has not been selected. The user is encouraged to evaluate the sales tax rate and ensure it is set accordingly in the Parameters tab.

What is update tax % Tax jurisdiction has not been

100

Photo documentation is required when D&R or R&R of gutters when a roofing system is replaced to show how the gutters are installed.  A photo of the tape measure should be taken to show the size of the gutters.

What is photo documentation of gutters is required add photo included and bypass note

200

Waste on High Charges

What is Verify waste has not been applied to high charges and the quantity is correct.

200

Gable or gambrel roof waste

What is the roofing items composition shingles, wood shakes, tile, slate, membrane, roll, etc., that are part of Gable or gambrel clusters have a different amount of waste than the number set by the carrier. If it does, you'll need to adjust the waste factor or enter a bypass note.

200

Typically pipe jacks, vents, ridge, ridge vent, turbines, and split boots are included in removal of the roofing material.

Pipe jacks, vents, ridge, ridge vent, turbines, and split boots are included in removal of the roofing material setting set to replace only + not &

200

Ice & water barrier over scope

What is the quantity of the ice & water barrier exceeds the total eave and valley lengths multiplied by 3 feet for the width of the barrier. Confirm use of or note for different size eave

felt

SQ-(3*VAL+6*EAVE)/100

Ice and water


3*VAL+6*EAVE

200

Pipe jack flashings and/or roof/soffit vents, not made of wood, may not warrant paint. These are available in a wide variety of colors.

What is add photos of existing painted pipe jack flashings and/or roof/soffit vents

300

Provide reason that drip edge needs replaced on the roof repair.

What are photos of damages such as tree falling warranting replacement for repair.

300

High roof charge, two stories or more

What is in situations where roofing is being installed on roof areas two stories or more above grade, an additional charge may be warranted due to accessibility, and extra safety precautions; see RFG [HIGH]

300

Auto-calculate should be utilized within the Item Property Editor.

What is insure Auto-calculate should be utilized on Shingles to eliminate the error

300

Ice and water barrier and felt overlap rule

The total amount of ice and water barrier items and roof felt items exceed the square footage of the roof. The user must decrease or eliminate one or more of the items in question, or enter a bypass note. Eave size may be different than 

felt

SQ-(3*VAL+6*EAVE)/100

Ice and water


3*VAL+6*EAVE

300

Ice & water barrier may warrant photograph

If Ice & water shield is included it may warrant an accompanying photograph to show ice and water was part of the roof prior to tear off. This image must be attached to the line item(s).

400

Vinyl siding may not warrant additional J-trim and/or corner posts.

What is Vinyl siding may not warrant additional J-trim and/or corner posts. This is included in the siding line-item advice why extra line items are needed may be a repair

400

Pricing has been modified, please review

If altering the price is necessary, explain with a line item note and attachments. Add reason for change and bypass

400

Auto-calculate waste for roofing items is set to include starter row please remove RFG [ASTR-, ASTR, ASTR+] items.

What is in set Xactimate to account for Auto-calculate waste for roofing items is set to include starter row

400

Gutter / Downspout Replacement Disallows Guard Removal - High / Prem

Gutter guards should be estimated on a Replace or Install ONLY. Gutter guards are commonly removed when the gutter is removed.

400

Drip Edge, flashings, other roofing trim, and/or soffit/fascia, not made of wood, may not warrant paint. These are available in a wide variety of colors.

What are photos included showing paint existing clears alert.

500

Metal siding may not warrant separate items for j-trim, starter, or corners as they are included in the metal siding line items.

What is Metal siding may not warrant separate items for j-trim, starter, or corners include in line items or verify if repair

500

There is no slope between 7/12 and 9.49/12 on this roof group, RFG [STEEP] may not be warranted.

What is check roof to see if roof slopes are 7/12 or more RFG [STEEP] may not be warranted

500

Ridge shingle is included as an individual line item in and is included in the waste tool within the shingle replacement item.

What is remove Ridge cap replacement item exists with shingle item including ridge cap in waste tool if it is 3 tab 240s shingle ridge cap is included in the waste calculations

500

The total lineal feet of ridge cap and ridge vent exceed the total lineal feet of ridge

What is Ridge cap and ridge vent quantities exceeds the LF of ridge review sketch ensure its set for R length or measurements on site or bypass

500

If the Contractor includes Ice & Water Shield or Drip Edge in the estimate, there must be an accompanying photograph to show those items were part of the roof prior to tear off.

What are photos included or code provided clears alert.

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