Basic workflow

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Create an estimate in XactContents

If you did not receive an assignment through XactAnalysis, you can create an estimate manually. To create a project with an automatically generated project ID, click Add new project. To create a proj…

Updated 4 months ago

Upload an assignment

If you are currently in an assignment, mark the estimate complete, then click Save & Exit. Return to the Control Center Dashboard. Click Connect in the XactAnalysis Communication window. When the con…

Updated 4 months ago

Import a template

You or the insured can use the XactContents Excel spreadsheet template to record all lost or damaged contents items associated with the claim. This information can then be imported into an estimate.…

Updated 2 years ago

Price an estimate inventory

Price an item. In an estimate, go to the XactContents tab, and click Pricing. In the Inventory pane, click the item you want to price. The item description automatically loads in the search field. Ad…