Request an estimate from XactAnalysis
- On the Xactimate tab, select Tools.
- Select Request Data... under the XactAnalysis list.
- The Request data from XactAnalysis dialog box opens. Select a profile from the Profile list and select the Data you need in the corresponding box.
- The Collaborate assignment request dialog box opens. Enter the claim number of the estimate you need.
- Select OK. The Collaborate assignment request dialog box automatically closes.
- Select Send Now to send your request.