System Settings

7 articles

Add a new profile

On the Xactimate tab, click Tools. Click Install New Profiles. Once you are connected to XactAnalysis, the Select Products dialogue box will open. Select the profile to add. Click Next to download th…

Updated 2 weeks ago by Jill Bowers

Set up your preferences

Preferences are a way to set up Xactimate so that it uses the defaults you want instead of the defaults that came with Xactimate. You can set up defaults for key estimate components like price lists,…

Updated 13 minutes ago by Bethany W.

Use the Project Manager

With the Xactware Project Management tool, you can quickly create task-based schedules for active projects, manage resources and increase productivity. Users can import estimates and assignments into…

Updated 1 month ago by Bethany W.

Customise the status bar

The Status bar appears by default at the bottom of the Control Centre and the bottom of every estimate. On the dashboard, the status bar displays language, current date, and current time. On the Esti…

Updated 1 month ago by Bethany W.

Change the layout of the dashboard

To move the default pane positions to your preference, click the top blue bar of the pane and begin dragging it. Arrows will appear in the centre of your window and at all four edges. Drop the pane o…

Updated 1 month ago by Bethany W.

Add custom documents

The Document Modules pane shows all of the Company Headers and Model Statements available to you. Many of these are associated with specific profiles and cannot be modified. However, if a document is…

Updated 1 month ago by Bethany W.

Notifications information

Notifications inform you of new tasks, provide additional information about assignments, notify you of updates from Xactware, and more. Notifications are only available in Xactimate online. Notificat…

Updated 1 month ago by Bethany W.

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