XactXpert

6 articles

What alerts are in Xactimate?

Alerts in Xactimate . Results of ongoing rules inspections appear in the Inspection results drawer on the right side of the estimate or in the inspection window. Here, XactXpert tracks errors, such a…

Updated by Jill Bowers

Where can I find bypasses in Xactimate?

Using the bypass process, especially bypass reasons, helps users track important information, accurate data, correct dates, and other necessary information that projects need. Users can easily check…

Updated by Jill Bowers

XactXpert Reports

Once an estimate has been marked Complete, it is uploaded to XactAnalysis. In XactAnalysis, you can see information about XactXpert in the Xactimate estimate scorecard report and the Audit summary re…

Updated by Jill Bowers

XactXpert Review

XactXpert Review is an optional feature that lets profile and instance owners require that all users in that instance review all alerts in an estimate before completing it. When this feature is enabl…

Updated by Mara Kellogg

Can I bypass alerts?

You may experience multiple alerts triggering on an estimate that need to be bypassed simultaneously. For example, if you have around 50 alerts it will take quite some time to bypass each one individ…

Updated by Jill Bowers

FAQs for XactXpert

General questions. What is XactXpert? XactXpert creates rules that investigate estimates and other projects based on the rules associated with your profile or instance. You can create your own rules…

Updated by Jill Bowers