Features: Claim info

36 articles

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: 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: 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: 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: Enable insured name in assignments

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

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: 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: 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: 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: 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: 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: 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: Depreciate material enabled

This enables editing of the Depreciate Material field.

Updated by Jill Bowers

Profile feature: Enable date received for assignments

This makes the Date Received field editable in assignments.

Updated by Jill Bowers