Vendor Requests
This profile feature allows you to communicate with and make requests from third-party vendors. Only profiles with this feature enabled can see the Vendor exchange UI.Â
Set up vendor requestsÂ
- Open Xactimate online.Â
- Go to the User preferences page. Â
- Find the Vendor exchange card containing a list of vendors. Â
- Select the checkboxes for the vendors you want available in your profile.Â
Edit vendor details and set defaultsÂ
-  Select Edit defaults [the pencil icon] to the right of a vendor’s name.Â
- Enter the necessary information.Â
- Select Save.Â