Create an estimate

If you did not receive an assignment through XactAnalysis, you can create an estimate manually.

  • To create a project with an automatically generated project ID, click Add New Project.

  • To create a project with a specific project ID, enter the project ID in the box next to the Add New Project button, and click Add New Project.

On the Projects tab, follow the steps below:

  1. Click Add.
  2. If necessary, edit the project ID in the Project box.
  3. Click OK.

Either process opens a new estimate where you can manually enter the insured information and other estimate details.


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