Vendor Requests

Updated by Jill Bowers

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. 

Set up vendor requests 

  1. Open Xactimate online. 
  2. Go to the User preferences page.  
  3. Find the Vendor exchange card containing a list of vendors.  
  4. Select the checkboxes for the vendors you want available in your profile. 

Edit vendor details and set defaults 

  1.  Select Edit defaults [the pencil icon] to the right of a vendor’s name. 
  2. Enter the necessary information. 
  3. Select Save