Field Estimate
Updated
by
Jill Bowers
With Field Estimate enabled, users can create an estimate from Xactimate, complete it, and upload it to XactAnalysis. XactAnalysis then uses the data to create an assignment for the estimate, which users in the instance can view in XactAnalysis.
When Field Estimate is enabled and the user marks an estimate as Complete, a dialog box opens to ask whether to send the estimate to XactAnalysis. If, however, you have also activated the Auto-upload Field Estimates feature, the dialog box does not appear because the upload is automatic.
If you'd like to enable this feature, follow the instructions in this article.