Short descriptions of all profile features
Updated
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 |
Users can choose how the contact’s name is entered in the project. | |
This accumulates removal items with their own category instead of defaulting to the DMO category. | |
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. |
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. |
This allows users to edit system narrative sections in reports. | |
This profile feature allows users to modify taxes associated with price lists. | |
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. |
This automatically uploads activity reports. | |
Enabling this profile feature makes the Cat Code field visible in Claim Info. | |
This requires users to populate the Cause of Loss field. | |
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. |
This profile feature displays the Claim Number field in the Owner Information box within Valuations. | |
The Claim Rep and Estimator fields are not required when this feature is enabled. | |
This makes the Claim Rep field visible and required in Claim Info. | |
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. |
This makes the Contractor field visible in Claim Info. | |
The Factor and Apply Factor columns are visible in Coverages. | |
Users can mark items as credit items. | |
Custom column headers | This allows users to adjust column headers in estimates. |
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. |
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. |
Enabling this feature flag changes the Date Received field to Date Assigned and makes the field mandatory. | |
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. |
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. |
This makes the Target Start field visible in Claim Info. | |
This shows covered loss, denial, partial denial, and letter radio buttons in Claim Info and Coverage Loss controls. | |
Dep Mat is checked | The Depreciate Materials option is checked. |
The Depreciate Materials option is visible. | |
Dep Non-Mat is checked | The Depreciate Non-Materials checkbox is checked. |
Dep Non-Mat is enabled | The Depreciate Non-Materials option is visible. |
Dep Taxes is checked | The Depreciate Taxes option is checked. |
Dep Taxes is enabled | The Depreciate Taxes option is visible. |
Depreciate Addons option is checked | Enabling this makes Depreciate Addons the project default. |
The Depreciation O&P checkbox is available in Parameters. | |
This checks the Depreciate Removal box by default. | |
If this feature is on, the Depreciate Removal option is available in Xactimate. | |
This sends requests to Verisk’s Direct Supplier API. | |
This stops users from making changes to the default O&P settings. | |
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 enabled, downloaded assignments are marked Complete to ensure Payment Tracker info is not affected. |
This makes the Appointment Date field visible in Claim Info. | |
Enable Cat Code for assignments | This enables Cat Codes in assignments. |
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. |
This enables the Date of Loss field in 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 this feature to choose what type of address users can enter in the Claim Info window. | |
This enables the Insured Name field on assignments. | |
This enables the Insured Name field if it is empty on 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. |
If you enable this profile feature, the Estimator in Claim Info is visible and required. | |
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. |
The Field Estimate feature allows users to send completed estimates to XactAnalysis even if the estimates don’t originate from XactAnalysis. | |
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. |
This makes the Grand Total Adjustment menu option visible. | |
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. |
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. |
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. |
All Estimate reports generated as part of the assignment completion package include a Sketch section if this feature is enabled. | |
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. |
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. |
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. |
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. |
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. |
This makes the Loss Reporting Full HVAC Component Replacement checkbox visible on the Coverages & Loss screen. | |
This makes the Loss Reporting Full Roof Replacement checkbox visible on the Coverages & Loss screen. | |
This makes the Loss Reporting Full Siding Replacement checkbox visible on the Coverages & Loss screen. | |
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. |
This shows the Loss Reporting Roof Replacement dropdown and hides the Full Roof Replacement checkbox on the Coverages & Loss screen. | |
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. |
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. |
When this feature is enabled, many fields, reports, and options in Rule Management (previously Claim Manager) are hidden. | |
This hides the Loss Payees card on the Claim Info page. | |
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. |
This hides all depreciation features. | |
This hides all overhead and profit functionalities. | |
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. |
If non-price list items are added to the estimate, the default activities (remove, replace, detach and reset, and repair) are available. | |
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 enables 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. |
This changes the label for Reference to Insurer. | |
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. |
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. |
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. |
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. |
Activate this feature to mark items as damaged or salvage items. | |
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. |
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. |
Enabling this profile feature makes roof damage replacement information visible in the Loss Info card. | |
This shows the total loss checkbox on the change status window. | |
This shows the XactScope tab in Sketch. | |
This lets users import or draw signatures in Preferences. | |
This sets all tax types to Neither. | |
Enabling this profile feature allows users to interact with third-party vendors. | |
This adds Time & Materials reports and functionality to the estimate if the module has been purchased. | |
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. |
This sets the default values for overhead and profit (O&P) to 0. | |
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. |
This turns off the Video Collaboration feature. | |
This renames the Type of Loss card to Type of Estimate in Claim Info. It also adds a File Number field. | |
Enabling this profile feature prevents users from adding, editing, or removing loss types from the Type of Loss menu. | |
This enables UK claim reports. | |
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 | This allows users to make Data Requests with the TPI workflow. |
This determines whether or not the Estimated onsite checkbox appears in Claim Info > Insured Info > Dates. | |
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. |
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. |
The Vendor requests profile feature allows you to communicate with and make requests for third-party vendors. | |
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. |
This shows the Water Loss category radio buttons in Loss Info. | |
Enabling this profile feature allows users to create work orders. | |
XactInfo collaboration is enabled | This enables the XactInfo collaboration function. |