Select a Profile
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.
- On the Control Center, click Dashboard.
- 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.
- On the Control Center tab, click Preferences.
- In the Settings list, select Profile.
- Click the Profile list and select a profile.
- You can now change the preferences for the selected profile.