All Products > Profile Features > Short descriptions of all profile features

Short descriptions of all profile features

Updated 2 weeks ago by Jill Bowers

Profile features are functions that can be added to estimates in your profile. They can affect many parts of your projects, such as what fields are included, the data available in certain reports, required information about the insured, and more.

Profile features can be added from our library of features, or new features can be custom-made specifically for your profile.

Note: To learn more about profile features, add them to your profile, or request a custom feature, reach out to your Verisk account manager.

We have over 250 profile features available. Here is a brief description of each one.

Feature name	Short description
(Last, First) on contact name	Users can choose how the contact’s name is entered in the project.
Accumulate removal with category	This accumulates removal items with their own category instead of defaulting to the DMO category.
Add price list categories through estimate	This profile feature allows users to add category lists inside an estimate.
Adds a Coverage Factor checkbox column to Coverages view	This adds a Coverage Factor checkbox column to the Coverages view.
Adjusting Field Office	This adjusts the Field Office field in Loss Info.
Agent code	If this feature is on, the Agency field is visible in Admin Info.
Allow assigned before entered	When this feature is enabled, assigned dates can be earlier than entered dates.
Allow creation of macros	When this profile feature is on, users can create macros.
Allow editing of system narrative sections	This allows users to edit system narrative sections in reports.
Allow modify taxes	This profile feature allows users to modify taxes associated with price lists.
Allow Save to Photo Library	When the Allow Save to Photo Library profile feature is on, users can save photos they took in Xactimate mobile to their device (iOS only).
Allow user to edit Year Built field	This allows users to edit the Year Built field.
Allows user to set a factor on all activity items that are different than the item’s coverage factor except for Remove items	If this feature is active, users can set factors on all activity items except for Remove items as long as that factor is different than the item’s coverage factor.
Allows user to set a factor on an item that is different than the item’s coverage factor	When this is on, users can set factors on items. These factors must be different than an item’s coverage factor.
Assignment transferred and removed	Using data transfer, assignments can be removed from Xactimate or transferred back to the estimate from the file system.
Auto-fill time for Admin date fields	This automatically fills time fields when a date is entered in Admin Info.
Automatically upload activity reports	This automatically uploads activity reports.
Catastrophe	Enabling this profile feature makes the Cat Code field visible in Claim Info.
Cause of Loss required	This requires users to populate the Cause of Loss field.
Checkpoint Price List matching	This populates the checkpoint price list when the user chooses a regular price list.
Claim number and Policy number are required	If this feature flag is enabled and the No Type of Loss field is required, the Claim Number is also required.
Claim Number in Valuations	This profile feature displays the Claim Number field in the Owner Information box within Valuations.
Claim Rep and Estimator fields not required	The Claim Rep and Estimator fields are not required when this feature is enabled.
Claim Rep	This makes the Claim Rep field visible and required in Claim Info.
Claim Status dropdown	This causes the Claim Status dropdown menu to appear in the Complete tab in Xactimate.
ClaimXperience Personal property hide email text	This hides the ClaimXperience Personal property adjuster email text.
ClaimXperience Personal property hide insured email	This hides the ClaimXperience personal property adjuster email address.
Clear roof replacement	This clears the roof replacement selections when users change an estimate's status to In Progress.
Construction Design Management	This makes the Construction Design Management questions visible in Claim Info.
Contents Cat/Sel review	This ensures the Contents Cat/Sel review is completed before an estimate is marked Complete.
Contractor	This makes the Contractor field visible in Claim Info.
Coverage factor	The Factor and Apply Factor columns are visible in Coverages.
Credit items	Users can mark items as credit items.
Custom column headers	This allows users to adjust column headers in estimates.
Date Contacted field	This makes the Date Contacted field visible and required for manually created estimates.
Date contents completed	This makes the Contents Completed field visible and required in Claim Info if the estimate is associated with contents coverage.
Date Job Completed	This changes the title of the Date Inspected field to Job Completed.
Date of Loss	When this is turned on, the Date of Loss field is visible in Admin Info.
Date Project Assigned	Enabling this feature flag changes the Date Received field to Date Assigned and makes the field mandatory.
Date Project Completed	Enabling this feature changes the Date Inspected field to Est. Completed.
Date Projected Complete not required	If you enable this feature flag, the Date Projected Complete field is not required.
Date Projected Complete	This makes the Target Completion field visible in Claim Info.
Date Projected Start not required	If you enable this feature flag, the Date Projected Start field is not required.
Date Projected Start	This makes the Target Start field visible in Claim Info.
Denial / partial denial	This shows covered loss, denial, partial denial, and letter radio buttons in Claim Info and Coverage Loss controls.
Direct supplier request	This sends requests to Verisk’s Direct Supplier API.
Disable O&P default modification	This stops users from making changes to the default O&P settings.
Do not include Claimant contact	Do not include the Claimant contact.
Do not send English reports	When this feature is enabled, English reports are not automatically sent to XactAnalysis.
Do not use a default price list	When this feature is enabled, price list defaults are not available, and the Price List and Tax Jurisdiction fields do not appear.
Don't reset project status on assignments	If this feature is active, assignment statuses do not update when assignments are downloaded to ensure information in Payment Tracker is not affected.
Enable Appointment Date	This makes the Appointment Date field visible in Claim Info.
Enable Cat Code for assignments	This enables Cat Codes in assignments.
Enable Claim Number on assignment	This enables the Claim Number field in assignments.
Enable Date of Loss if empty on assignments	This enables the Date of Loss field if it is empty in assignments.
Enable Date of Loss on assignment	This enables the Date of Loss field in assignments.
Enable Date Received for assignments	This makes the Date Received field editable in assignments.
Enable Date Received if empty on assignments	This enables the Date Received field if it is empty in assignments.
Enable Factoring checked by default	The Enable Factoring checkbox on the Roof Schedule Options dialog is checked by default.
Enable insured address for assignments	Enable this feature to choose what type of address users can enter in the Claim Info window.
Enable Insured Name for assignments	This enables the Insured Name field on assignments.
Enable Insured Name if empty on assignments	This enables the Insured Name field if it is empty on assignments.
Enable Insured Zip Code for assignments	This enables the Insured Zip Code field in assignments.
Enable Policy Number if empty on assignments	This enables the Policy Number field if it is empty in assignments.
Enable Policy Number on assignment	This enables the Policy Number field in assignments.
Estimator	If you enable this profile feature, the Estimator in Claim Info is visible and required.
Exclude recoverable depreciation	This controls the visibility of an estimate report print-time option that allows users to dismiss recoverable depreciation.
Export depreciation percentage	Enabling this feature adds a Depreciation Percentage column in the line item Excel export.
Export line items to Excel Contents Import template	When this is on, users can export line items to the Excel Contents Import template.
Export the Cost Comparison Report information to an Excel file.	This lets users export the Cost Comparison Report information to an Excel file.
Factor on Dwelling or Other Structures	This hides the Factor Percent and Apply Factor fields on all coverages except Dwelling and Other Structures.
Field Estimate	The Field Estimate feature allows users to send completed estimates to XactAnalysis even if the estimates don’t originate from XactAnalysis.
Field Valuation	The Field Valuation profile feature allows users to send complete valuations to XactAnalysis.
Format phone area code with dash on reports	This formats phone area codes with dashes in reports.
Grand Total Adjustment	This makes the Grand Total Adjustment menu option visible.
Hide additional coverages	This hides additional coverages.
Hide Include line item notes print option in Payment Tracker	When enabled, this hides line item notes, system notes, and internal notes in Payment Tracker reports.
Hide Inspection Not Performed check box	This hides the Inspection Not Performed checkbox in Insured Info.
Hide Internal Note	This hides the Internal Note option.
Hide Mortgagee field	This hides the Mortgagee in Claim Info.
Hide Policy Type field	This hides the Policy Type field on the Coverage Loss page.
Hide print UI Attach to email button	Enabling this feature changes the name of the Email Reports page to Export Options. The Attach to Email button is also not visible.
Ignore item depreciation under	If this is enabled, users can choose whether or not to apply depreciation less than a specific amount. This lets the user choose not to apply depreciation less than a specific amount.
Import assignments	This shows the XML and assignment import menu option.
Import export client	This profile feature allows you to select a contact from your Contacts list and automatically populate the fields in the Insured Info tab.
Include device location on Complete	This includes device locations when a project is being completed.
Include Sketch In completion package Estimate reports	All Estimate reports generated as part of the assignment completion package include a Sketch section if this feature is enabled.
Include Sketch in completion package Final Draft Report	When an assignment is complete in Xactimate and sent to XactAnalysis, it includes the Final Draft Report.
ING Cash Settlement	This lets the user set reduction percentages, which are used to calculate the ING Cash Settlement amount.
Inside Claim Handler	This makes the Inside Claim Handler checkbox visible in User Preferences.
ITEL submit form	This enables the ITEL submit form for assignments.
Key Holder	Enabling this feature activates the Key Holder Contact field.
Language approved Dutch (nl-NL)	This enables the Dutch (nl-NL) language pack.
Language approved English (en-AU)	This enables the English (en-AU) language pack.
Language approved English (en-GB)	This enables the English (en-GB) language pack.
Language approved English (en-NZ)	This enables the English (en-NZ) language pack.
Language approved French (fr-CA)	This enables the French (fr-CA) language pack.
Language approved French (fr-FR)	This enables the French (fr-FR) language pack.
Language approved German (de-DE)	This enables the German (de-DE) language pack.
Language approved Portuguese (pt-BR)	This enables the Portuguese (pt-BR) language pack.
Language approved Spanish (es-ES)	This enables the Spanish (es-ES) language pack.
Language approved Spanish (es-MX)	This enables the Spanish (es-MX) language pack.
Lock company headers list from being modified except by Carrier	This locks the company header list so it can only be modified via XactAnalysis update, data transfer, or by a user with override privileges.
Lock Max Depreciation	This locks the Max Depreciation field.
Lock system settings from being modified except by Carrier	This locks the system settings so they can only be modified via XactAnalysis update, data transfer, or by a user with override privileges.
Loss Reporting Full Fencing Replacement	This makes the Loss Reporting Full Fencing Replacement dropdown menu visible on the Coverage & Loss screen. It collects data for transmission to XactAnalysis.
Loss Reporting Full HVAC Component Replacement	This makes the Loss Reporting Full HVAC Component Replacement checkbox visible on the Coverages & Loss screen.
Loss Reporting Full Roof Replacement	This makes the Loss Reporting Full Roof Replacement checkbox visible on the Coverages & Loss screen.
Loss Reporting Full Siding Replacement	This makes the Loss Reporting Full Siding Replacement checkbox visible on the Coverages & Loss screen.
Loss Reporting Full Wood Flooring Replacement	This makes the Loss Reporting Full Wood Flooring Replacement checkbox visible on the Coverages & Loss screen.
Loss Reporting Paid Bill Only	This makes the Loss Reporting Paid Bill Only checkbox visible on the Coverages & Loss screen.
Loss Reporting Partial Roof Replacement	This shows the Loss Reporting Roof Replacement dropdown and hides the Full Roof Replacement checkbox on the Coverages & Loss screen.
Loss Reporting Waiver	This makes the Loss Reporting Waiver checkbox visible on the Coverages & Loss screen.
Make ITEL area of loss approximation mandatory	If enabled, this feature requires users to enter a value into the Approximate Area of Loss field on the ITEL submit form before submitting a sample.
Match using only items IDs in QR comparisons	This makes it so items with the same Item ID always match, and items with different Item IDs do not match.
Modify notes on assignment	If this feature is enabled, users can modify project notes for assignments.
No catastrophe required option	This makes the required Catastrophe Code checkbox visible in Preferences > Project Defaults.
No Claim Manager	When this feature is enabled, many fields, reports, and options in Rule Management (previously Claim Manager) are hidden.
No Claimant Contact	This hides the Loss Payees card on the Claim Info page.
No closing statement	Enabling this feature hides all text, UI, and printed material concerning closing statements.
No coverage type	This removes the Other Structures and Contents options as available coverage types. The coverage type fields from Edit Unit Price, the Estimate Reports page, Global Estimate Changes dialog, and Global Estimate Changes Pause dialog are also removed.
No default bundles	When enabled, this feature sets the Bundles/SQ default to do not apply.
No deleting assignments that are not uploaded	Enabling this feature prevents assignments that have not been uploaded to XactAnalysis from being deleted.
No depreciation	This hides all depreciation features.
No overhead and profit	This hides all overhead and profit functionalities.
No Type of Loss requirement	This makes the Claim Number, Policy Number, Deductible, and Type of Loss fields in assignments editable, but not required.
No waste	These are prompts users receive prior to running an inspection for flooring and roofing waste.
Non-price list items in estimate	If non-price list items are added to the estimate, the default activities (remove, replace, detach and reset, and repair) are available.
Payment Tracker	Track and pay expenses in the Payment Tracker feature.
Permit as line item	If this feature is turned on, the user can't enter a permit through line item entry; instead, it must be added as a fee line item by the user. Any existing permits will be converted to line items.
Phone control enabled for assignments	This activates the Insured Phone field in assignments.
Policy Number not editable on assignments	The Policy Number field is read-only in assignments.
QR ACV error no show	This removes the Quality Review ACV error percentage.
QR exclude code upgrade amounts	This excludes code upgrade amounts when QR amounts are being computed.
Reference is Insurer	This changes the label for Reference to Insurer.
Reference	This makes the Reference field visible in Claim Info.
Remove Additional Charges Tax as	This hides the Tax as field in Additional Charges.
Remove after upload	This removes assignments after they are uploaded.
Remove all overhead and profit functionality	This removes all overhead and profit functions.
Remove Paid When Incurred for additional coverages	This hides the Paid When Incurred checkbox for items that are part of an additional coverage.
Reprice on Complete or Reports	This gives the user the option to reprice items on the Reports or Complete page.
Require Contact and Inspect Time	This requires the Administrative Info Contact and Inspect Time fields.
Roofing factor options	If this is enabled, users can use roof factor options to determine what factoring options are available in estimates.
Roofs exclude ungrouped valleys	If this feature is enabled, the valleys that join an ungrouped roof to a grouped roof no longer contribute to the VAL variable of the grouped roof.
Salvage retention entered per line item	Activate this feature to mark items as damaged or salvage items.
Show all permit and fee calculation types	Users can see all permit and fee calculation types and set them as defaults for additional charges when this feature is enabled.
Show deductible credit UI based on show DedCreditUI XML attribute.	When this is active, the Deductible Credit option is visible.
Show File Number	This makes the Adj. File Number field visible in the Coverages & Loss section of Claim Info.
Show Number of Rooms Affected	This shows the Number of Rooms Affected field in the Coverages & Loss tab in Claim Info.
Show O&P as PWI amount in Summary report	This displays a checkbox that, when checked, treats all overhead and profit in the estimate as Paid When Incurred.
Show roof damage replacement information	Enabling this profile feature makes roof damage replacement information visible in the Loss Info card.
Show total loss	This shows the total loss checkbox on the change status window.
Show XactScope tab in Sketch	This shows the XactScope tab in Sketch.
Signature capture	This lets users import or draw signatures in Preferences.
Tax on Neither	This sets all tax types to Neither.
Third-party communication	Enabling this profile feature allows users to interact with third-party vendors.
Time & Materials	This adds Time & Materials reports and functionality to the estimate if the module has been purchased.
Track Supplements and Corrections	When this feature is on, Payment Tracker can track Supplements and Corrections.
Turn off ClaimXperience Personal Property	This turns off the ClaimXperience Personal Property feature.
Turn off Contents cat/sel review auto-suggest	This feature prevents the Cat/Sel review from automatically searching for a list of appropriate categories and selectors based on the description.
Turn off Contents Collaboration for Ontario	This turns off Contents Collaboration for Ontario.
Turn off O&P default	This sets the default values for overhead and profit (O&P) to 0.
Turn off Preserve Item description	This turns off the Preserve Item description when replacing checkboxes in Parameters.
Turn off the real time scoring component within the inspection results sidebar	This turns off the real-time scoring component in the inspection results sidebar.
Turn off Video Collaboration	This turns off the Video Collaboration feature.
Type of Estimate	This renames the Type of Loss card to Type of Estimate in Claim Info. It also adds a File Number field.
Type of Loss list select only	Enabling this profile feature prevents users from adding, editing, or removing loss types from the Type of Loss menu.
UK claim reports	This enables UK claim reports.
Upload in-progress estimates	This profile feature allows users to manually upload an Xactimate estimate to XactAnalysis before it is complete.
Use median price	The enables transition variables in Sketch.
Use new TPI workflow	When this feature is active, data requests go through the new third-party integration workflow.
Use onsite checkbox w/estimated onsite option	This determines whether or not the Estimated onsite checkbox appears in Claim Info > Insured Info > Dates.
Use Onsite checkbox	This shows the Onsite Inspection and Printed Onsite checkboxes in the Claim Info window.
Use pricing note	Users can enter pricing notes for contents items, which are transferred to ClaimXperience Personal Property Additional Information requests.
Use Sketch roof transition variables	This enables the use of transition variables in Sketch.
Valid tax jurisdiction to print	This requires a valid tax jurisdiction before printing an Estimate Report.
Vendor Invoices	This shows the Vendor Invoices menu option in the Online Estimate Writer.
Vendor requests	The Vendor requests profile feature allows you to communicate with and make requests for third-party vendors.
Video capture	Turning on this profile feature allows users to capture videos in Xactimate mobile.
Water Loss categories – all types of loss	If this feature is on, all types of loss groups are available.
Water Loss categories	This shows the Water Loss category radio buttons in Loss Info.
Work order	Enabling this profile feature allows users to create work orders.
XactInfo collaboration is enabled	This enables the XactInfo collaboration function.

Short descriptions of all profile features

Feature name

Short description

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