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CapOut + Xactimate

Insurance restoration teams spend hours manually re-keying estimate data from PDFs into Xactimate. CapOut eliminates that step. Upload any insurance scope PDF, and CapOut extracts every line item, builds the estimate, and sends it directly to your Xactimate account.

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No credit card required

Compatible with all leading carriers nationwide

What the integration does

CapOut connects directly with Xactimate to remove the manual steps between receiving an insurance scope and working in your estimating software.

Eliminate manual data entry

Upload any insurance scope PDF and CapOut extracts every line item automatically. No re-keying into Xactimate.

Export directly to Xactimate

One click sends the converted estimate directly to your Xactimate account. Edit, supplement, or close from there.

See margins before you commit

Review profit projections before you accept or bid on a job. Pro plan users can apply custom vendor pricing and labor costs for real margin visibility.

Generate production orders instantly

Turn approved scope into supplier and labor orders without rebuilding the project in a second system.

Before you start

Make sure you have the following ready before enabling the integration.

An active Xactimate license (desktop or online)
A CapOut account (free Pay As You Go plan, no credit card required)
Any insurance scope PDF from a supported carrier

How to set up the integration

Four steps from signup to your first Xactimate export.

Create your CapOut account

Step 1

Sign up at capout.ai. The Pay As You Go plan includes 300 free tokens. No credit card required.

Upload your first PDF

Step 2

Drop any insurance scope PDF into CapOut. The system reads the document, extracts line items, and prepares the estimate for review.

Review your extracted scope

Step 3

Confirm the extracted data and check profit projections. Add, edit, or delete line items before exporting.

Connect Xactimate and export

Step 4

Enter your XactNet address in CapOut settings to link your Xactimate account. Export from CapOut, then open the project in Xactimate, go to the Sketch tab, and import. All folders and line items appear instantly.

Need help getting started?

Reach out to the CapOut support team anytime.

support@capout.ai

Frequently asked questions

Common questions about the CapOut and Xactimate integration.

CapOut accepts insurance scope PDFs from all major carriers. Upload the PDF and CapOut handles extraction and conversion.

CapOut processes scopes in two stages. Parsing and extracting data from the PDF can take anywhere from 45 seconds to about 10 minutes depending on size and complexity. Once the scope is structured, exporting to your Xactimate account takes about 45 seconds. No manual file handling at any stage.

Yes. You need an active Xactimate license (desktop or online) to receive converted estimates from CapOut.

Yes. The Pro plan supports unlimited users and locations. Your estimators, production staff, and reviewers can work from the same account.

CapOut is SOC 2 compliant and built with enterprise-grade security standards. All uploaded documents and job data are encrypted both in transit and at rest. Your data belongs to you.

Reach out to support@capout.ai. The team can walk you through account setup, Xactimate connection, and your first conversion.

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your first PDF?

Upload an insurance scope PDF free. Get a ready-to-import Xactimate estimate in seconds.

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No credit card required