Overhead and profit in Xactimate Admin

Updated 3 months ago by Jill Bowers

To set preferences for overhead and profit (O&P), certain settings need to be adjusted in Xacimate Admin. They can be changed in both Instances and Profiles. 

Instances 

  1. Select your instance. 
  2. Select Preferences. 
  3. Select the profile you need from the dropdown menu. 
  4. Enter information in the Overhead & Profit card. 

Profiles 

  1. Select your profile. 
  2. Select the Configuration tab. 
  3. Search for O&P in the search bar above the Profile features table. 
  4. Select the desired profile feature from your search results. 
  5. In the window that appears, turn on the Enable toggle. 
  6. Select Save. 

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