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:

  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.

How Did We Do?