All Products > Xactimate online > System Settings
8 articles
On the Xactimate tab, click Tools. Click Request Data... under the XactAnalysis list. The Request Data from XactAnalysis dialog box will open. Select a profile from the Profile list and select the Da…
Updated 3 weeks ago by Heather Andersen
Setting preferences lets you customize defaults according to your needs. You can set defaults for key estimate components like price lists, company headers, and opening statements. Preferences can be…
Updated 1 year ago by Bethany W.
With the Xactware Project Management tool, you can quickly create task-based schedules for active projects, manage resources and increase productivity. Users can import estimates and assignments into…
Updated 3 months ago by Bethany W.
The Status bar appears by default at the bottom of the Control Center and the bottom of every estimate. On the dashboard, the status bar displays language, current date, and current time. On the Esti…
This article is for Xactimate online and version 28 desktop. It may not apply if you are using Xactimate desktop (X1). Hide or show a pane. The Dashboard is primarily two panes: Recent Projects and X…
The Document Modules pane shows all of the Company Headers and Model Statements available to you. Many of these are associated with specific profiles and cannot be modified. However, if a document is…
Notifications inform you of new tasks, provide additional information about assignments, notify you of updates from Xactware, and more. Notifications list. The notifications icon displays the number…
In the blue Xactimate tab, click Tools. Click Connect under the XactAnalysis setting. Profiles will automatically begin to sync. When they're finished, click Done. Logout and log back in. The new pro…
Updated 6 months ago by Bethany W.
