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A Field-to-Xactimate Handoff Checklist for Busy Crews

Create cleaner estimate drafts by improving what your crews capture on-site.

Summit Scope Team · January 27, 2026

When field handoffs are inconsistent, estimate quality suffers.

A practical checklist should include affected areas, line-item evidence photos, moisture map snapshots, and concise scope rationale. Better handoff data lowers revision volume and improves turnaround.