If you handle insurance restoration work, you have done it: a carrier sends an Xactimate scope as a PDF, and you need it in a spreadsheet so you can sort it, compare it against your inspection, and build a supplement. Retyping it line by line is slow, and one mistyped quantity can cost you on the claim.
Why Xactimate's own export falls short
Xactimate Online can export to Excel, but only if you have the project open in your own account — which you usually do not when the carrier sends you a finished scope PDF. That leaves manual retyping or a paid service.
The fast way: convert the PDF directly
GetToRoofing reads the carrier scope PDF and gives you a clean line-item spreadsheet (.csv and .xlsx) in about thirty seconds. Every line comes across — code, description, quantity, unit, price — along with the insurance values that matter: RCV, ACV, depreciation, and tax.
- Upload the scope PDF — it is streamed for conversion and never stored.
- Every line is math-checked (quantity × unit price vs the line total) and reconciled against the document's grand total.
- Anything uncertain is flagged for review, so you fix it before you download.
- Download the .csv or .xlsx — sortable, comparable, supplement-ready.
Why a clean spreadsheet helps you get paid
Once the scope is in a spreadsheet, the gaps jump out. You can line it up against your own inspection and spot the items the adjuster missed — the flashing, the code upgrades, the detach-and-reset — which is exactly where supplement revenue comes from.