System Settings

8 articles

Request an estimate from XactAnalysis

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 2 weeks ago by Jill Bowers

Set preferences in Xactimate online

Adding preferences is a way to set defaults to what you want instead of the defaults automatically included in Xactimate. You can set up defaults for key estimate components like price lists, company…

Updated 2 weeks ago by Bethany W.

Use the Project Manager in Xactimate online

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 month ago by Bethany W.

Customize the status bar in Xactimate online

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 month ago by Bethany W.

Change the layout of the dashboard in Xactimate online

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 month ago by Bethany W.

Add custom documents in Xactimate online

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 month ago by Bethany W.

Notifications information in Xactimate online

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…

Updated 1 month ago by Bethany W.

Add a new profile in Xactimate online

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 you want to add. Click Next to down…

Updated 2 weeks ago by Bethany W.

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