All Categories > Xactimate 28 > System Settings
7 articles
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 5 months ago by Jill Bowers
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 5 months ago by Bethany W.
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 6 months ago by Bethany W.
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…
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…
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…
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…
