Estimating MasterClass: Xactimate, Third-Party Platforms, T&M, and Real World Proposals
Date: November 10th-11th
Time: Day 1 8:30 am-4:30 pm / Day 2 8:00 am-12:30 pm
Location: Embassy Suites Airport, 204 Centreport Dr., Greensboro, NC
Cost: MCRA Members: $499, Non-members: $699
Who should attend: Owners and estimators
Course Description
Estimating in the restoration industry is a multifaceted process that goes far beyond the use of a single software or method. While Xactimate is a widely recognized tool, restoration professionals often rely on a combination of platforms, techniques, and personal experience to create accurate and comprehensive estimates. This training explores the various ways estimates are developed, the tools available, and how to build a flexible, confident approach to estimating. Importantly, this training will not include content or discussions relating to pricing.
Note: Laptops are not required but may be ideal if you want to follow along and experiment during sessions. Power outlets will be provided.
Day 1: Estimating Systems & Tools
8:30 am Welcome, Registration, and Course Overview
9:00 AM – 10:30 AM
Session 1: Xactimate Best Practices – Setup & Fundamentals
Presenters: Mike Fulbright, Director of Reconstruction, Rumsey C&R, and Dylan Leonard, Director of Claims, Rumsey C&R
- Preferences, profiles, and macros
- Sketching essentials
- Scope note writing and photo documentation
10:30 AM – 10:45 AM Morning Break
10:45 AM – 12:00 PM
Session 2: Xactimate Best Practices – Advanced Usage
Presenters: Mike Fulbright, Director of Reconstruction, Rumsey C&R, and Dylan Leonard, Director of Claims, Rumsey C&R
- Line item accuracy
- Pricing validation and justification
- Addressing reviewer objections
12:00 PM – 1:00 PM Lunch Will Be Provided
1:00 PM – 2:30 PM
Session 3: Workflow Efficiency & Internal Review
Presenters: Zac Curry, COO, Rumsey C&R and Damien Monaghan, CEO, Rumsey C&R
- Streamlining estimate production
- Reviewing checklists and audit tools
- Reducing supplements and delays
2:30 PM – 2:45 PM Afternoon Break
2:45 PM – 4:30 PM
Session 4: Third-Party Estimating Tools & Reviewers
Presenters: Todd Sangid, Enterprise Solutions Consultant DocuSketch, and Ben Justesen, Enterprise Solutions Consultant DocuSketch
- Introduction to Epic and DocuSketch
- Leveraging technology for scoping and estimating
- Aligning documentation for remote reviewers
Day 2: Strategy, Proposals & Peer Review
8:00 AM – 9:45 AM
Session 5: Time & Material Estimating – Application & Execution
Presenters: TJ Wiberley, President, Patriot Restoration, and Tom McGuire, Founder, Large Loss Solutions
- When to use T&M
- Documentation and audit protection
- Pitfalls and success strategies
9:45 AM – 10:15 AM Morning Break (hotel check-out)
10:15 AM – 11:15 AM
Session 6: Bid Proposals & Real-World Proposals
Presenters: Zac Curry, COO, Rumsey C&R and Damien Monaghan, CEO, Rumsey C&R
- Creating lump sum and bid-style proposals
- Integrating subcontractor quotes
- Markups, margin control, and price justification
11:15 AM – 12:30 PM
Session 7: Panel Discussion: Estimating Peer Review & Collaborative Feedback
Presenter Panel discussion. Moderated by Kevin Reinert, President, Professional Restoration Services
An interactive Q&A, polling questions from attendees
- Live estimate critique
- Group discussion on accuracy and presentation
- Wrap-up Q&A and course completion
Note: Please be aware that this training will not include any content or discussion related to pricing.
Registration fee includes:
- Certificate of Completion
- IICRC CE Credit Hours
- Discussion guide included
- Hands-on estimating practice and peer feedback
Hotel Reservations
A special room rate of $114 has been set aside for our group. Please note this rate expires after October 13th.
BOOKING LINK: https://www.hilton.com/en/attend-my-event/gsogbes-90v-4e0d52e2-1239-4db7-a3c8-2d53f486070c/
Or you may call the hotel directly at 336-668-4535 and follow the prompts to make a new reservation. When speaking with a reservationist, request the Midsouth Cleaning and Restoration Room Block to receive the group rate.
