Edit Projects and Settings

18 articles

Project storage in Xactimate desktop

After you log in, you will be directed to the Project dashboard. Projects are organized according to where they are stored: locally, or in the cloud. Local storage. When you check out projects, they…

Updated

Project status in Xactimate desktop

The status of each listed project will be described by one of the following terms: In progress: a previously created project that is not currently downloaded to someone’s computer Checked out: a proje…

Updated by Heather Jones

Unlock a project in Xactimate desktop

A project locks when it is checked out by a user (downloaded to their Local project list). Also, if you have the project downloaded on another device, or had it downloaded when you uninstalled the pr…

Updated by Heather Jones

Delete a project in Xactimate desktop

Select the project you want to delete, then select the Delete icon in the project options menu that appears on the right. Deleting a project in the Local list also deletes it from the Cloud.

Updated by Heather Jones

Print a project in Xactimate desktop

From the project dashboard, select Local in the navigation menu on the left to open the list of your downloaded projects. Select the project you want to print, then the Print icon in the menu that ap…

Updated by Heather Jones

Duplicating projects in Xactimate desktop

Select the project you want to duplicate, then select the Duplicate icon in the Project options menu that appears on the right. The Create a project dialog box will open, allowing you to name and add notes to the new project.

Updated by Heather Jones

Edit a project from the local projects list in Xactimate desktop

In the project dashboard, select Local in the navigation menu on the left. Select a project to make the options menu appear on the right. Select the Edit icon to open the project. Make your edits and…

Updated by Jill Bowers

Merge projects in Xactimate desktop

The Project Merge Wizard allows you to combine multiple estimates into one, either in an existing project or a new one.

Updated by Heather Jones

Create or edit a custom filter in Xactimate desktop

To create a custom filter: In the Project dashboard , click the Filter icon next to the search bar. Click New filter. The Create new filter dialog box appears. Enter your Filter name , Project type ,…

Updated

Add a new project in Xactimate desktop

In the project dashboard, select Local in the navigation menu on the left. Select New project at the top of the screen. In the window that opens, fill out the following fields: If it is a valuation o…

Updated by Heather Jones

Filter & search for a project in Xactimate desktop

To search for a specific project quickly: In the Project dashboard, select Local or Cloud to open a project list. Enter a project name or claim number in the search bar at the top of the screen, and…

Updated by Heather Jones

View or add notifications in Xactimate desktop

The notification bell icon is located in the top right-hand corner of the Project dashboard. Each time you receive a notification, a preview prompt appears and the icon is updated with the number of…

Updated

Add or edit a company header in X1

Company headers are customized headers that appear at the top of your company's project documents. Company headers appear in reports at the top of each page. They can include the company logo, name,…

Updated by Heather Jones

Add or edit an opening or closing statement in X1

Opening and closing statements appear in reports on the first and last pages, respectively. These are usually used to communicate a message to the customer. Users can include tokens to add auto-popul…

Updated by Heather Jones

Apply labor minimums as a default for all estimates in X1

Labor minimums refer to the minimum cost that a worker would typically charge for a particular job or task. Labor minimums are often used when an invoice or estimate needs to be created for a small j…

Updated by Heather Jones

Restoring previous versions of projects

You can restore previous versions of projects in X1 through the Restore previous versions option.

Updated by Heather Jones

Viewing receipts in X1 Payment Tracker

Payment Tracker in X1 allows users to keep track of customer costs and receipts as well as payments made to customers. Payment Tracker is located under the Tools tab.

Updated by Heather Jones

Recover projects in Xactimate desktop

To recover deleted projects, navigate to Preferences > General > Autosave > PROJECT HISTORY.

Updated by Heather Jones