Select a profile in Xactimate online

Updated 1 year ago by Bethany W.

Xactimate profiles allow adjusters and contractors to prepare estimates for a number of different clients. Simply select a customer profile for a new project or switch between profiles when setting your 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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