Set up your preferences

Updated 1 year ago by Bethany W.

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, company headers, and opening statements.

Preferences can be tailored to individual users, and if your defaults don’t fit your particular project, you can override the defaults from within the estimate.

Set a default price list

Having the right pricing information is critical to creating an accurate estimate. That’s why Xactware currently researches and reports on industry pricing for more than 470 geographic regions around the world. For more on Xactware's Pricing Data Services, visit Xactware.com.

You can select a regional price list for each estimate, or you can designate a default price list. To set a default price list:

  1. On the Control Center tab, click Preferences.
  2. In the Settings list, select Profile.
  3. Select a Profile and User.
  4. In the navigation menu on the left, click Defaults.
  5. In the Price List group, select:
    • Default Price List to designate a single regional price list to use by default.
    • Zip/Postal Code Matching to automatically select the regional price list that matches the estimate address.
  6. If applicable, select a tax jurisdiction.

Advanced users can also select a price list filter, such as CONTENTS CLEANING or CONTENTS ONLY. In most cases, this is not recommended as it will limit the line items available.

Preferences can be set for a single user, all users, or all new users.

Set a default company header

  1. On the Control Center tab, click Preferences.
  2. In the Settings list, select Profile.
  3. Select a Profile and User.
  4. In the navigation menu on the left, click Defaults.
  5. In the Administrative Defaults group, click the Company Header list, and select a header.

Add a company header

  1. On the Control Center tab, click Preferences.
  2. In the Settings list, select Profile.
  3. Select a Profile and User.
  4. In the navigation menu on the left, click Defaults.
  5. In the Administrative Defaults group, click the Company Header list, and select a header.
  6. Click Add, and select a profile.
  7. Type a code that will be used to identify the header.
  8. Type the company name and information.
  9. To add an image to the header, click Image.

Edit a company header

  1. On the Control Center tab, click Preferences.
  2. In the Settings list, select Profile.
  3. Select a Profile and User.
  4. In the navigation menu on the left, click Defaults.
  5. In the Administrative Defaults group, click the Company Header list, and select a header.
  6. Select a header, and click Edit.

Manage multiple users

  1. On the Control Center tab, click Preferences.
  2. In the Settings list, select Environment.
  3. In the navigation menu on the left, click Users.
    • Click Add to add a new user.
    • Click Delete to remove a user.
    • Click Edit to manage Security Groups.
  4. The Options button allows you to print a list of users or view the list in a spreadsheet.
    • To print, click Options, point to Send List to:, and select Printer.
    • To export to a spreadsheet, click Options, point to Send List to:, and select Excel.

Create security groups

Security groups are sets of access rights that determine the program features available to each user.

  1. On the Control Center tab, click Preferences.
  2. In the Settings list, select Environment.
  3. In the navigation menu on the left, click Security Groups.
  4. Click Add.
  5. Type a name for the security group in the Code box.
  6. Type a description for the security group.
  7. In the Security Group Setup dialog box, program features are organized into security categories. You can select an entire category, such as Administrative or Reports. Or you can click a category arrow to expand the category and assign individual features.

You must have supervisory rights to edit security groups.


How Did We Do?


Powered by HelpDocs