Request an estimate from XactAnalysis

Updated 1 month ago by Heather Andersen

  1. On the Xactimate tab, click Tools.
  2. Click Request Data... under the XactAnalysis list.
  3. The Request Data from XactAnalysis dialog box will open. Select a profile from the Profile list and select the Data you need in the corresponding box.
  4. Click Send now.
  5. The Collaborate Assignment Request dialog box will open. Enter the claim number of the estimate you need.
  6. Click OK to download the estimate.

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