Request an estimate from XactAnalysis

Updated 3 weeks ago by Jill Bowers

  1. On the Xactimate tab, select Tools.
  2. Select Request Data... under the XactAnalysis list.
  3. 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.
  4. The Collaborate assignment request dialog box opens. Enter the claim number of the estimate you need.
  5. Select OK. The Collaborate assignment request dialog box automatically closes.
  6. Select Send Now to send your request.

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