Configure XactGen Roofing in XactAdmin

Updated by Jill Bowers

 To configure XactGen Roofing in XactAdmin, follow the steps below. 

  1. From within XactAdmin, select Instances. 
  2. Select your instance from the Instances table. 

Note: If you have only one instance, no Instances table appears and you are taken directly to the Users tab.

  1. Select Configuration. 
  1. In the XactGen section, turn on the Enable XactGen Roofing toggle. 
  2. To display a notification about transactional costs for XactGen Roofing in Xactimate, turn on the Display XactGen transactional cost notice toggle (optional). 

Note: These options only appear if XactGen Roofing has been added to your account. 

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