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Update Scope sheet price list
Joe Tolzmann avatar
Written by Joe Tolzmann
Updated over 2 weeks ago

Step 1: Download RocketScope Template

  1. Open a web browser and navigate to the RocketPlan Web Portal: app.rocketplantech.com.

  2. Click on the RocketScope tab.

  3. Click the "Download Empty Scope Sheet" button.

  4. An Excel file will be downloaded with predefined column headers, including:

    • CATEGORY

    • Xactimate Code (Part 1)

    • Xactimate Code (Part 2)

    • Description

    • Unit

    • Rate $

    • Note


Step 2: Create Scope Sheet in Xactimate

  1. Open Xactimate and create a new scope sheet.

  2. Add all necessary line items to the scope sheet.

  3. Create multiple templates if needed (e.g., Cat 1, Cat 2, Cat 3, etc.).

  4. Apply the latest price list for your region once the scope sheet is finalized.

  5. Export the scope sheet as an Excel/CSV file.

  6. Open the exported file and delete all unwanted columns. Retain only the following:

    • Column D (Description)

    • Column K (Xactimate Code (Part 1))

    • Column AA (Xactimate Code (Part 2))

    • Column AD (Unit)

    • Column AE (Rate $)

  7. Copy and paste the content from these columns into the RocketScope template downloaded in Step 1.

  8. Assign categories to each line item appropriately.

  9. Repeat this process for each different scope sheet as required.


Step 3: Upload Scope Sheet into RocketPlan

  1. Open a web browser and go to the RocketPlan Web Portal: app.rocketplantech.com.

  2. Navigate to the RocketScope tab.

  3. Click on the "Upload Scope Sheet" tab.

  4. Click "Choose File" and select the prepared scope sheet from your device.

  5. Click "Upload Scopes" to complete the process.

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