Select a Profile

Updated 1 year ago by Bethany W.

Independent adjusters complete assignments for a number of different clients. Xactimate profiles allow adjusters and contractors to prepare estimates using a client's default preferences.

You can select a profile for a new project.

  1. On the Control Center, click Dashboard.
  2. In the top right corner of the Recent Projects pane, click the profile list and select a profile.

You can also switch between profiles when setting you preferences.

  1. On the Control Center tab, click Preferences.
  2. In the Settings list, select Profile.
  3. Click the Profile list and select a profile.
  4. You can now change the preferences for the selected profile.

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