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Third-party pricing allows users to apply specific pricing from other companies to certain line-item components. This feature can be configured in XactAdmin under Profiles > Third-party pricing. Enab…
Updated 1 month ago by Jill Bowers
To give you more control over releases downloaded in Xactimate, Xactware has created a desktop updates feature in XactAdmin. Administrators can control what updates are available to their users, spec…
XactAdmin lets profile owners manage what forms are available to Xactimate users in their profile. You can also associate Xactware forms and create and edit custom forms. What are Xactware forms? Xac…
Create multiple users. The Add Users functionality in XactAdmin allows administrators to create Xactware IDs (XIDs) and automatically add those XIDs to an Xactimate and XactContents online instance.…
Updated 1 week ago by Jill Bowers
What information do I need to create a material discount? The location, the Material Codes (which are the CAT and – as applicable – SEL codes) and the discount percentage. How many component discount…
Only users who are already profile owners can add others as profile owners in XactAdmin. Navigate to Profiles > Profile owners. . Select Add profile owner. Enter the Xactware ID of the user you want…
Administrators can now set email preferences for their instances and profiles in XactAdmin instead of Xactimate online. This includes settings for exporting reports to email. Select your instance and…
Depreciation defaults used to require Verisk-created data updates or individual instance changes through Xactimate online. Profile owners can now use the new XactAdmin to create and control depreciat…
Manage users.. Add users . Adding users is now faster and easier than ever. Using XactAdmin, you can assign users to instances by following the steps below. Login to XactAdmin with your Xactware ID..…
The Distribute Claim feature allows users to distribute information and send pricing tasks to linked instances within a shared profile. Instances enabled as pricing task vendors can receive and retur…
In addition to creating and editing forms in XactAdmin, you can link existing Xactware forms with your profile. Navigate to Profiles and select your profile.. Select the Forms tab.. Select Xactware F…
To keep your customer data and claim information secure, you need to control who has access to sensitive information. By creating security groups in XactAdmin, you decide what information users can s…
The new XactAdmin includes a tool to create customized depreciation schedules for your profile. This feature allows you to create and assign depreciation percentages to certain line items or entire i…
The Projects tab inside XactAdmin Instances allows users to see a list of projects and important project information for all profiles in the instance, depending on the filters in place. Inside the Pr…
When you create forms in XactAdmin, you can apply them to your profile and use them in any Xactimate platform to gather important information. To create profile forms: Select the Forms tab.. Select A…
Model statements are used as opening and closing statements for projects and can be created and set as defaults or set as defaults for specific states or regions at three levels: the profile level, t…
Updated 6 days ago by Jill Bowers
