Xact Hacks | Customer Material Budget

In this episode of Xact Hacks, Seth shows you how to present a material budget to your customer/policyholder.
WRITTEN EXPLANATION: Instead of using the “+” Activity code for replacement, split the line item into two with different Activity codes – one with M (material only), one with I (install only). But that’s not all! Now go into Components or generate a Components Report. The cost associated with just the material (say wood flooring) will be in that report. Present your customer with that number and explain how install labor and other materials are broken down in the rest of the report.