XactXpert

6 articles

Bypass multiple Warnings

Multiple bypass applies the same bypass reason to several Warnings at the same time. Before You Begin. XactXpert must be set up in XactAdmin and activated before it can be used in Xactimate. Contact…

Updated by Mara K

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 Jennifer B.

Bypass a Warning

Before You Begin. XactXpert must be set up in XactAdmin and activated before it can be used in Xactimate. Contact your administrator to begin this process. Only Warnings can be bypassed. Your organiz…

Updated by Mara K