Automated Xactware Estimate Approval Queue
Every morning, WebRun opens XactAnalysis on xactware.com, finds all estimates in pending-approval status, calculates how long each has been waiting, and writes a prioritized approval queue to Google Sheets so your supervisors know exactly which estimates to action first.
How do I track which Xactimate estimates are waiting for approval?
WebRun checks XactAnalysis every morning for estimates in pending-approval status, calculates how long each has been waiting, and writes a prioritized list to Google Sheets. Supervisors open one sheet to see which estimates to approve first, with estimates breaching the 5-day mark color-coded for immediate attention.
- Supervisors start each day with a ranked approval queue, not a raw list
- Estimates aging past 5 days are flagged before they breach SLA
- No manual filtering in XactAnalysis to find what needs action
Built for claims supervisors · field adjusters · independent adjusting firms · carrier claims teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
xactanalysis.comin a real browser with your saved login - no setup, no API keys. -
1
Xactware - find estimates awaiting approval
xactware.com
WebRun opens Xactware to find estimates awaiting approval. - Open XactAnalysis and filter the claims list to estimates with status Pending Approval
- For each estimate, read the claim number, adjuster, dollar value, and date submitted
- Calculate how many days each estimate has been waiting for approval
- Sort by wait time, oldest first
Done when All pending-approval estimates are listed with their age and dollar value.
-
2
Google Sheets - write the prioritized approval queue
google.com
WebRun opens Google Sheets to write the prioritized approval queue. - Open the approval-queue sheet and clear the previous day's data
- Write each estimate as a row: claim number, adjuster, value, days waiting
- Apply conditional formatting to flag estimates waiting more than 5 days
- Update the last-refreshed timestamp in the header row
Done when The Google Sheet shows today's full approval queue with aging flags.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it approve estimates automatically?
No. WebRun only reads and surfaces the queue. All approvals are performed by your supervisors after reviewing the list.
Can I set a different aging threshold for flags?
Yes. The 5-day flag threshold is configurable during setup to match your carrier SLA or internal targets.
What if an estimate is approved between runs?
Each morning run reads live data from XactAnalysis, so approved estimates are automatically removed from the next queue.
Related templates
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