Features: Claim info

55 articles

Profile feature: Estimator

This shows the Estimator field in Claim Info.

Updated by Jill Bowers

Profile feature: Water loss categories

This shows the Water Loss category field in Loss Info.

Updated by Jill Bowers

Profile feature: Enable Appointment Date

This makes the Appointment Date field visible in Claim Info.

Updated by Jill Bowers

Profile feature: Depreciate Removal option is enabled

If this feature is on, the Depreciate Removal option is available in Xactimate.

Updated by Jill Bowers

Profile feature: No Claimant Contact

This prevents the Loss Payees card from being visible on the Claim Info page.

Updated by Jill Bowers

Profile feature: Date job completed

This changes the title of the Date Inspected field to Job Completed.

Updated by Jill Bowers

Profile feature: Loss Reporting Partial Roof Replacement

This shows the Roof Replacement dropdown and hides the Full Roof Replacement checkbox on the Coverages & Loss screen.

Updated by Jill Bowers

Profile feature: Drying Days

Xactimate uses the number of drying days along with relevant line items to calculate the total cost of the drying process. There are two profile features that control the Drying Days field in Xactima…

Updated by Mara K

Profile feature: Depreciate Addons option is enabled

If this feature is active, the Depreciate Overhead & Profit checkbox is available.

Updated by Jill Bowers

Profile feature: Use Onsite checkbox with Estimated Onsite checkbox

This displays the Estimated Onsite radio button in Claim Info > Insured Info > Dates.

Updated by Jill Bowers

Profile feature: Tax on neither

This profile feature sets Neither as the default in the Tax Type field.

Updated by Jill Bowers

Profile feature: Enable zip code for assignments

This enables editing of the Zip Code field in an assignment’s Insured Info.

Updated by Jill Bowers

Profile feature: Type of estimate

This renames the Type of loss card to Type of estimate in Claim info. It also adds a File number field.

Updated by Jill Bowers

Profile feature: Loss Reporting Waiver

When this feature is on, the Waiver checkbox is available on the Coverages & Loss screen.

Updated by Jill Bowers

Profile feature: Type of Loss List Select only

Enabling this profile feature prevents users from adding, editing, or removing loss types from the Type of Loss menu.

Updated by Jill Bowers

Profile feature: Grand Total Adjustment

This makes the Grand Total Adjustment menu option visible.

Updated by Jill Bowers

Profile feature: Contractor

This shows the Contractor field in Claim Info.

Updated by Jill Bowers

Profile feature: Reference

This shows the Reference field in Claim Info.

Updated by Jill Bowers

Profile feature: Enable insured name in assignments

This enables editing of the Name field in an assignment’s Insured Info.

Updated by Jill Bowers

Profile feature: Enable Type of Loss if empty on assignments

If this profile feature is active and the Type of Loss field isn't populated in XactAnalysis before the assignment is sent to Xactimate, then the Type of Loss field in Claim Info > Coverages & Loss >…

Updated by Jill Bowers

Profile feature: Turn on Insured Name if empty on assignments

This activates editing of the Name field in an assignment’s Insured Info if it is empty.

Updated by Jill Bowers

Profile feature: Modify Notes on Assignments

If this feature is enabled, users can modify project notes for assignments.

Updated by Jill Bowers

Profile feature: Agent code

If this feature is on, the Agency field is visible in Claim Info.

Updated by Jill Bowers

Profile feature: Date project completed

Enabling this feature changes the Date Inspected field to Est. Completed.

Updated by Jill Bowers

Profile feature: Date projected complete

This makes the Target Completion field visible in Claim Info.

Updated by Jill Bowers

Profile feature: Enable claim number on assignments

This enables the editing of the Claim Number field in an assignment.

Updated by Jill Bowers

Profile feature: No closing statement

Enabling this feature hides all material concerning closing statements.

Updated by Jill Bowers

Profile feature: Checkpoint price list matching

This populates the checkpoint price list when the user chooses a price list.

Updated by Jill Bowers

Profile feature: Show the File Number

This makes the Adj. File Number field visible in the Coverages & Loss section.

Updated by Jill Bowers

Profile feature: Roof factor options

Users can use roof factor options to determine what factoring options are available in projects.

Updated by Jill Bowers

Profile feature: Allow Modify Taxes

This profile feature allows users to modify taxes associated with price lists.

Updated by Jill Bowers

Profile feature: Hide additional coverage

This hides additional coverages, such as dwellings, contents, and other structures.

Updated by Jill Bowers

Profile feature: Date project assigned

Enabling this profile feature changes the Date received field to Date Assigned and makes the field mandatory.

Updated by Jill Bowers

Profile feature: Import Export Client

This profile feature allows you to select a contact from your Contacts list and automatically populate the fields in the Insured Info tab.

Updated by Jill Bowers

Profile feature: Show Roof Damage Replacement Information

Enabling this profile feature makes roof damage replacement information visible in the Loss Info card.

Updated by Jill Bowers

Profile feature: Date projected start

This makes the Target Start field visible in Claim Info.

Updated by Jill Bowers

Profile feature: Time and material module

This allows the addition of time and material reports and functionality to the estimate if the module has been purchased.

Updated by Jill Bowers

Profile feature: Loss Reporting Full HVAC Component Replacement

This makes the Full HVAC Component Replacement checkbox visible on the Coverages & Loss screen.

Updated by Jill Bowers

Denial/Partial denial

This displays denial options in Claim Info.

Updated by Jill Bowers

Profile feature: No type of loss requirement

This makes the claim number, policy number, deductible, and type of loss fields in assignments editable, but not required.

Updated by Jill Bowers

Profile feature: Last, first on contact name

Choose how the contact’s name is entered in the project.

Updated by Jill Bowers

Profile feature: Claim Rep

The Claim Rep field is visible in Claim Info.

Updated by Jill Bowers

Profile feature: Cause of loss required

This requires users to select a cause of loss.

Updated by Jill Bowers

Profile feature: Enable insured address for assignments

Enable this feature to choose what type of address the user enters in the Claim Info window.

Updated by Jill Bowers

Profile feature: Loss Reporting Full Siding Replacement

This makes the Full Siding Replacement checkbox visible on the Coverages & Loss screen.

Updated by Jill Bowers

Profile feature: Show total loss

This feature shows the Total Loss checkbox in the Loss Info window.

Updated by Jill Bowers

Profile feature: Reference is Insurer

This profile feature displays the claim number field in the owner information box within valuations.

Updated by Jill Bowers

Profile feature: Claim rep and Estimator fields not required

The Claim Rep and Estimator fields are not required when this feature is enabled.

Updated by Jill Bowers

Profile feature: Depreciate removal option is checked

This checks the Depreciate Removal box by default.

Updated by Jill Bowers

Profile feature: Enable date of loss on assignment

This enables the editing of the Date of Loss field in an assignment.

Updated by Jill Bowers

Profile feature: Date contacted field

This makes the Date contacted field visible and required for manually created estimates.

Updated by Jill Bowers

Profile feature: Roof Type and Roof Age

This shows the roof type and age.

Updated by Jill Bowers

Profile feature: Depreciate material enabled

This enables editing of the Depreciate Material field.

Updated by Jill Bowers

Profile feature: Use onsite checkbox

This shows the Onsite Inspection and Printed Onsite options in the Claim Info window.

Updated by Jill Bowers

Profile feature: Enable date received for assignments

This makes the Date Received field editable in assignments.

Updated by Jill Bowers