Profiles

13 articles

Third-party pricing in XactAdmin

Third-party pricing allows users to apply specific pricing from other companies to certain line-item components. This feature can be configured in XactAdmin under Profiles > Third-party pricing. Enab…

Updated by Jill Bowers

Xactware forms

Profile owners can manage forms from inside XactAdmin. To access forms, follow these steps. Log in to XactAdmin. . Select Profiles. . Select your profile from the table. . Select the Forms tab. . Wha…

Updated by Jill Bowers

Component Discounts

What information do I need to create a material discount? The location, the Material Codes (which are the CAT and – as applicable – SEL codes) and the discount percentage. How many component discount…

Updated by Jill Bowers

Adding profile owners in XactAdmin

Only users who are already profile owners can add others as profile owners in XactAdmin. Navigate to Profiles > Profile owners. . Select Add profile owner. Enter the Xactware ID of the user you want…

Updated by Jill Bowers

Depreciation defaults

Depreciation defaults are used to require Verisk-created data updates or individual instance changes in Xactimate. Profile owners can use XactAdmin to create and control depreciation defaults, along…

Updated by Jill Bowers

Associate Xactware forms in XactAdmin

In addition to creating and editing forms in XactAdmin, you can link existing Xactware forms with your profile. Navigate to Profiles and select your profile.. Select the Forms tab.. Select the Xactwa…

Updated by Jill Bowers

Custom Depreciation Schedule

This feature is only available to profile owners and is not available to instance admins. XactAdmin includes a tool to create customized depreciation schedules for profiles. This feature allows you t…

Updated by Jill Bowers

Create profile forms in XactAdmin

Xactimate forms allow users to add information directly to the form to provide additional information for the estimate reviewers. Profile owners can also use forms to guide users through their expect…

Updated by Heather Jones

Overhead & Profit in XactAdmin Profiles

To set preferences for overhead and profit (O&P), certain settings need to be adjusted in XactAdmin. They can be changed in both Instances and Profiles under the Preferences tab. Profiles. Select you…

Updated by Jill Bowers

Opt into XactLink for carriers in XactAdmin - Profiles

XactLink allows contractors to securely send projects directly to carriers without a program agreement in place. Instance administrators and profile owners can configure XactLink settings in XactAdmi…

Updated by Jill Bowers

Set depreciation defaults in Profiles in XactAdmin

Find depreciation defaults in Profiles . Select Profiles from the menu on the left side of the screen. . Select your profile from the table. . Select the Depreciation tab. . Find the Depreciation Def…

Updated by Jill Bowers

Give XactRebuild estimate rights in profiles

Note: This workflow is for Profiles. Learn more about how to set Rebuild estimate rights in Instances by following this link. . Profile owners can activate rights for rebuild estimates inside XactAdm…

Updated by Jill Bowers

Creating and editing model statements in XactAdmin - Profiles

Users can create closing and opening statements inside XactAdmin. Profile owners and instance admins can set statements as defaults for profiles, instances, and locations; however, setting defaults i…

Updated by Jill Bowers