generate_xactimate_estimate
Generate an Xactimate insurance roofing estimate for any property using satellite measurements. Provide address, homeowner, and date of loss to receive a .docx estimate.
Instructions
Generate an Xactimate-style insurance roofing estimate (.docx).
INTAKE: homeowner name and date_of_loss are REQUIRED for a complete estimate. If missing, this tool returns needs_info listing what to ask the user for; collect it and call again.
Args: address: Full property address (required). homeowner: Homeowner's full name (required; ask the user if unknown). homeowner_phone: Homeowner's phone number. date_of_loss: Date of loss, e.g. 5/14/2026 (required; ask the user). claim_number: Insurance claim number if available. policy_number: Insurance policy number if available. type_of_loss: e.g. Wind/Hail (default), Wind, Hail, Tree/Impact. tax_rate: Combined LOCAL sales tax rate as a decimal (e.g. 0.0825 for Austin TX). If 0, the agent should research the property's combined city/county/state rate and pass it in. price_list: Xactimate price list code, e.g. TXAU8X_JUL26. If empty, one is generated from the state and current month. waste_pct: Shingle waste percent. If 0, the suggested waste factor from the measurement's complexity analysis is used. components_json: JSON object of component counts, e.g. {"pipe_jacks": 3, "turtle_vents": 4, "ridge_vent_lf": 40, "exhaust_caps": 1, "skylights_flash": 1, "chimneys": 1}. company_name/company_tagline/company_city/estimator_name: Branding overrides so any contractor can use this tool. include_op: Include 10/10 Overhead & Profit (OFF by default). measurements_json: Optional pre-computed output of measure_roof to avoid re-measuring.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| address | Yes | ||
| tax_rate | No | ||
| homeowner | No | ||
| waste_pct | No | ||
| include_op | No | ||
| price_list | No | ||
| claim_number | No | TBD | |
| company_city | No | ||
| company_name | No | Stronghouse Solutions | |
| date_of_loss | No | ||
| type_of_loss | No | Wind/Hail | |
| policy_number | No | TBD | |
| estimator_name | No | Stronghouse Solutions | |
| company_tagline | No | Roofing & Exteriors | |
| components_json | No | {} | |
| homeowner_phone | No | ||
| measurements_json | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |