Profiles

12 articles

Third-party pricing in Xactimate Admin

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

Updated by Jill Bowers

Xactware forms

Profile owners can manage forms from inside Xactimate Admin. To access forms, follow these steps. Log in to Xactimate Admin. . Select Profiles. . Select your profile from the table. . Select the Form…

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 Xactimate Admin

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

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 Xactimate Admin to create and control depreciation defaults,…

Updated by Jill Bowers

Associate Xactware forms in Xactimate Admin

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

Updated by Jill Bowers

Custom Depreciation Schedule

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

Updated by Jill Bowers

Creating profile forms in Xactimate Admin

When you create forms in Xactimate Admin, you can apply them to your profile and use them in any Xactimate platform to gather important information. To create profile forms: Select Profiles. . Select…

Updated by Jill Bowers

Overhead & Profit in Xactimate Admin Profiles

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

Updated by Jill Bowers

Set depreciation defaults in Profiles in Xactimate Admin

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 Xactima…

Updated by Jill Bowers

Creating and editing model statements in Xactimate Admin - Profiles

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

Updated by Jill Bowers