Model statements in Xactimate Admin

Updated by Jill Bowers

Model statements are used as opening and closing statements for projects and can be created and set as profile, instance, or user defaults or set as defaults for specific states or regions, or, if the project is an assignment, countries.  Assignments automatically include the appropriate default statements, if applicable. 

  1. Profile statement. If a profile model statement is set as a default, the profile model statement is used in the estimate. Even if a model statement has been set as a default at an instance level and/or a user level, the statement set as the profile default takes precedence. 
  2. Instance statement. If a default profile statement is unavailable, the instance-level default model statement is used in Xactimate. If a profile statement is available, the profile statement should be used instead of the instance statement. If a model statement has been set at a user level, but a statement has been set as the default at an instance level, the instance statement will be used. 
  3. User statement. If neither default profile statements nor default instance statements are available, the default user model statements should be used. However, if an instance model statement is set along with a user statement, the instance statement will be used. If a default profile statement is available, the profile statement will be used. Profile statements can only be managed in Xact Admin by Profile owners. 

Note: Setting model statement defaults is not required. 

Statements in Xactimate

You can find model statements and custom documents easily in Xactimate desktop, Xactimate online, and Xactimate mobile.

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