Complete

6 articles

Run a Sketch inspection in desktop

The Sketch inspection tool alerts you if there are discrepancies in your sketch. Open an estimate. On the Sketch tab, click Options. Click Inspect..

Updated

Run an inspection for the entire estimate in desktop

The inspection tool runs automatically as you create your estimate and before you can mark it as complete. To run the inspection tool manually at any point during the estimation process, select Compl…

Updated by Heather Jones

Return an assignment to XactAnalysis

To return the assignment to XactAnalysis, navigate to the Complete tab and select the appropriate available option.

Updated by Heather Jones

Print or email reports from desktop

To email or print a report, navigate to Documents > Reports and select the appropriate options.

Updated by Heather Jones

About claim reports

Projects in most profiles have claim reports, which users can access for various documentation. The specific reports available depend on which profile the project uses.

Updated by Heather Jones

Using VeriskPay in Xactimate Desktop

VeriskPay allows you to send payments securely and directly to policy holders from Xactimate through a secure third-party processor, Fiserv. Through our partner, Fiserv, users can integrate bank accounts from which they can send payments digitally to the payee. The insured can also determine his or her own options for receiving payments.

Updated by Heather Jones