Restoration logo
search
cart
facebook twitter linkedin youtube
  • Sign In
  • Create Account
  • Sign Out
  • My Account
Restoration logo
  • NEWS
  • PRODUCTS
    • New Products & Technologies
    • Submit Your Product
    • Interactive Product Spotlights
  • EDUCATION
    • KnowHow.
    • Podcasts
    • Trade Shows & Expos
    • Training & Certification
    • Webinars
    • Whitepapers
  • TOPICS
    • Water Damage
    • Fire & Smoke Damage
    • Mold
    • Contamination
    • Odor
    • Contents
    • Architecture
    • Catastrophe
    • Cleaning
  • BUSINESS
    • Managing Your Business
    • Insurance/Legal Matters
  • BUYER'S GUIDE
  • VIDEOS
    • Ask Annissa
    • Ask the Expert
    • Ironclad Marketing Minute
    • TradeTalks
    • Video Channel
  • INFOCENTER
    • Mold and Mycotoxins
  • THE EXPERIENCE
    • Conference & Exhibition
    • Convention & Trade Show
    • R&R Special Issue
  • EMAG
    • eMagazine
    • Archive Issues
    • Contact
    • Advertise
  • SIGN UP
Contents RestorationAsk Annissa

Ask Annissa: Is There a Service That Will do Billing for Me?

By Annissa Coy
Invoice
October 31, 2014

Invoice

Yes there are services that will do your Xactimate scopes (billing) for you.

Normally these companies charge a percentage of the total amount of the scope of repairs, but I have heard of them charging by the scope in some cases. There is usually a monthly fee as well to have this service done for you.

I have never used any of these services, so I don’t feel comfortable recommending any one in particular. However, I feel I would be doing you a disservice if I did not give you a word of caution here: Be very careful about putting YOUR money in someone else's hands.

If you do not have a good foundational understanding of the program and a good system in place for each job, you could be losing money by letting someone else do your invoicing.

The purpose for having someone take over this task for you shouldn't be so that you don't have to understand it or deal with it –it’s to pass off data entry and other tasks that can be done by someone else other than the owner for efficiency.

Bear in mind that we are talking about your bank account here and there is no one that holds that more dear than you do.

So if you are considering hiring another company to do your scopes, make sure you have the following in place.

  1. A good checklist of what is done on each and every job.
  2. A solid understanding of how Xactimate works and what line items you can charge for on each job.
  3. A double check method in place so once the scopes are sent to you, you can go over them for errors.

Used for the right reasons, outsourcing this aspect can make your company more efficient, especially if you are a small business. You just want to make sure that you can build your skills so that at some point it may be more beneficial to do this work in house.

Xactimate has some great training programs that you can do right from your computer to build your skills and understanding of the process. And the cost is pretty minimal.

You may also be able to hire a part-time person to do your scopes in house and put them through those same remote training options. This way you can have more control over timing and quality.

That being said, I am not implying that you will not get a good quality service from someone outside of your business. I just think it would be foolhardy to let go of this process entirely.

KEYWORDS: contents cleaning contents restoration insurance claims packout Xactimate

Share This Story

Looking for a reprint of this article?
From high-res PDFs to custom plaques, order your copy today!

Annissacoy 200

Annissa Coy is a well-trained and highly skilled professional with more than two decades of experience in the cleaning and restoration industry and the co-creator of Firehouse Education and Mobile Cleaning Systems. She was also the winner of R&R’s inaugural Recognizing Women in Restoration award in 2017. Be sure to check out Annissa’s weekly videos on www.randrmagonline.com! Have a question for Annissa? E-mail her at Annissa@firehouseeducation.com.

Recommended Content

JOIN TODAY
To unlock your recommendations.

Already have an account? Sign In

  • mold remediation

    Fighting Mold and Bacteria Damage

    Successful mold remediation can be multidisciplinary,...
    Cleaning and Sanitation
    By: Josh Woolen
  • certifications and licenses for restoration professionals

    Certifications and Licenses Every Restoration Company Needs

    Restoration companies need to make sure they have the...
    Restoration Training/Education
    By: Sharon Elzarat
  • a wall covered in moss and fungus

    Zero Tolerance for Toxic Molds: Essential Steps for Successful Remediation

    Understanding the importance of zero tolerance for toxic...
    Mold Remediation
    By: Michael A. Pinto CSP, SMS, CMP, RTPE, FLS, ERS and Kendra Seymour
You must login or register in order to post a comment.

Report Abusive Comment

Subscribe For Free!
  • eNewsletter
  • Online Registration
  • Subscription Customer Service
  • Manage My Preferences

More Videos

Popular Stories

wall cavity drying

Dry or Demolish? Navigating the Complexities of Wall Cavity Restoration

Ask the Expert: Unlocking Efficiency in Water Damage Restoration

Unlocking Efficiency in Water Damage Restoration

Ask the Expert: Catastrophe Panel - Back to the Basics Part 1

Catastrophe Panel – Back to the Basics Part 1

R&R Ladder Award - Submit Your Nomination

Events

September 3, 2025

The Experience Convention and Trade Show

The Experience Convention & Trade Show logoJoin us in Las Vegas for The Experience Convention & Trade Show, the leading event for cleaning, restoration, and remediation pros, packed with hands-on demos, expert speakers, and high-impact networking. Happening September 3–5, 2025 at Caesars Forum—this is where the industry comes to learn, connect, and grow!

View All Submit An Event

Poll

Restoration Services

What restoration/remediation service do you prioritize most?
View Results Poll Archive

Products

The Cleaning, Restoration, Inspection, and Safety Glossary

The Cleaning, Restoration, Inspection, and Safety Glossary

The Cleaning, Restoration, Inspection, and Safety Glossary.

See More Products
Webinar - Top Legal Tools Every Restoration Contractor Should Understand

Related Articles

  • fire damage

    Ask Annissa: How do I Handle a Client Who Won’t Let me Remove Destroyed Items?

    See More
  • contents cleaning

    Ask Annissa: How Much Contents Restoration Work is Really Out There? (Hint: A Lot!)

    See More
  • man working restoration

    Ask Annissa: I’m New to the Industry – is that an Issue with Adjusters?

    See More
×

Stay ahead of the curve with our eNewsletters.

Get the latest industry updates tailored your way.

JOIN TODAY!
  • RESOURCES
    • Advertise
    • Contact Us
    • Directories
    • Store
    • Want More
    • Submit a Press Release
  • SIGN UP TODAY
    • Create Account
    • eNewsletters
    • Customer Service
    • Manage Preferences
  • SERVICES
    • Reprints
    • Marketing Services
    • Market Research
    • List Rental
    • Survey/Respondent Access
  • STAY CONNECTED
    • LinkedIn
    • Facebook
    • YouTube
    • X (Twitter)
  • PRIVACY
    • PRIVACY POLICY
    • TERMS & CONDITIONS
    • DO NOT SELL MY PERSONAL INFORMATION
    • PRIVACY REQUEST
    • ACCESSIBILITY

Copyright ©2025. All Rights Reserved BNP Media.

Design, CMS, Hosting & Web Development :: ePublishing