Create an estimate in XactContents
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:
- Click Add.
- If necessary, edit the project ID in the Project box.
- Click OK.
Either process opens a new estimate where you can manually enter the insured information and other estimate details.