System Settings

7 articles

Add a new profile

On the Xactimate tab, click Tools. Click Install New Profiles. Once you are connected to XactAnalysis, the Select Products dialog box will open. Select the profile to add. Click Next to download the…

Updated 1 year ago by Bethany W.

Set up your preferences

Preferences are a way to set up Xactimate so that it uses the defaults you want instead of the defaults that came with Xactimate. You can set up defaults for key estimate components like price lists,…

Updated 1 year ago by Bethany W.

Use the Project Manager

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 1 year ago by Bethany W.

Customize the status bar

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…

Updated 1 year ago by Bethany W.

Change the layout of the dashboard

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…

Updated 1 year ago by Bethany W.

Add custom documents

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…

Updated 1 year ago by Bethany W.

Notifications information

Notifications inform you of new tasks, provide additional information about assignments, notify you of updates from Xactware, and more. Notifications are available in Xactimate online and Xactimate d…

Updated 1 year ago by Bethany W.

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