Features: Claim info

26 articles

Enable Appointment Date

This makes the Appointment Date field visible in Claim Info.

Updated by Jill Bowers

Depreciate Removal option is enabled

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

Updated by Jill Bowers

No Claimant Contact

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

Updated by Jill Bowers

Date job completed

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

Updated by Jill Bowers

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

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

Grand Total Adjustment

This makes the Grand Total Adjustment menu option visible.

Updated by Jill Bowers

Modify Notes on Assignments

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

Updated by Jill Bowers

Date project completed

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

Updated by Jill Bowers

Date projected complete

When the Date Projected Complete feature is enabled, users can see the Target Completion field in the Dates card in Claim Info > Insured Info. A date must be entered in the Target Completion field un…

Updated by Jill Bowers

Checkpoint price list matching

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

Updated by Jill Bowers

Show the File Number

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

Updated by Jill Bowers

Allow Modify Taxes

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

Updated by Jill Bowers

Hide additional coverage

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

Updated by Jill Bowers

Date project assigned

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

Updated by Jill Bowers

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

Show Roof Damage Replacement Information

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

Updated by Jill Bowers

Date projected start

This makes the Target Start field visible in Claim Info.

Updated by Jill Bowers

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

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

Last, first on contact name

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

Updated by Jill Bowers

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

Claim rep and Estimate fields not required

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

Updated by Jill Bowers

Depreciate removal option is checked

This checks the Depreciate Removal box by default.

Updated by Jill Bowers

Date contacted field

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

Updated by Jill Bowers

Enable date received for assignments

This makes the Date Received field editable in assignments.

Updated by Jill Bowers