Whether you’re already using Encircle Field Documentation and Scope, or you’re new to both, this trial walks you through the full workflow: capturing the job, generating an IICRC-aligned scope and exporting a first-draft estimate straight to Xactimate.
This session activates your 2-week free trial. You’ll leave knowing exactly what to capture in the field, how to confirm your Xactimate integration and how to turn a scope into a review-ready estimate in minutes.
Key topics to be covered
The documentation essentials for a high-quality scope and estimate, especially a strong damage description
Setting up your Xactimate integration before the trial starts
Live walkthrough: generating a scope and sending it to Xactimate
What separates a good scope from a great one
Getting your team on board with the What’s Your Damage? course
Leave with your integration confirmed, your trial live and a first-draft Xactimate estimate in hand.
With Encircle Scope to Estimate, you’ll go from field documentation to a first draft Xactimate estimate in minutes. Once you’ve captured the job in Encircle with a damage description, photos, daily notes, moisture readings, and a floor plan, tap “Generate Scope”, and Encircle AI turns that field data into a complete defensible mitigation scope. You get a project narrative, room by room tasks, and IICRC aligned justification for every line item. It catches the line items, equipment needs, and other unique details that are easy to miss when scoping from memory, So you don’t leave money on the table and adjusters have less to push back on. Review and edit, then click send to Xactimate. Your sketch and line items land right in Xactimate quantities included Your estimator now picks up where the AI left off, reviewing and refining instead of building from scratch. That’s a defensible Xactimate estimate in minutes, not days. Describe it Document it Scope it Send it Review it Done. Book a demo today!
Pricing
One bundled package to generate an IICRC-aligned scope and send it to Xactimate.
Encircle Field Documentation is a requirement for Encircle Scope to Estimate — the job tiers are aligned.
