XactXpert

9 articles

How does Xactimate sync rules after they change in Xactimate Admin?

After a rule is enabled or disabled in Xactimate Admin, Xactimate needs to sync to apply the changes. A sync automatically occurs before an initial inspection runs in Xactimate, and when Xactimate fi…

Updated by Jill Bowers

Scoring and weighing rules

You can set custom weights for estimate, group, and process rules in the Rules tab. Setting custom weights makes configuring your inspection score easy, and the score you set in Xactimate Admin easil…

Updated by Jill Bowers

Enable rules in XactXpert in Xactimate Admin

Note: The workflow for enabling rules in XactXpert is identical for both profiles and instances. . Log in to Xactimate Admin. . Select Instances or Profiles , depending on your user type. . Select yo…

Updated by Jill Bowers

Sharing rules with profiles and instances

Note: The workflow for sharing rules in XactXpert is identical for both profiles and instances. . Log in to Xactimate Admin. . Select Instances or Profiles , depending on if you’re an Instance admin…

Updated by Jill Bowers

Editing XactXpert rules in Xactimate Admin

Profile owners and instance admins can customize rules in either profiles or instances, or both, as needed. Log in to Xactimate Admin. Select Profiles from the left menu. . Select your profile. . Sel…

Updated by Jill Bowers

FAQs for XactXpert in Xactimate Admin

What is the difference between Process rules, Profile rules, Instace rules, and Verisk rules? Process rules – Process rules are similar to profile rules in that they are made by customers or were cus…

Updated by Jill Bowers

Mirroring in XactXpert

If you are an instance admin or profile owner, you can use mirroring to share XactXpert rules across multiple instances or profiles. You can set up rules in a source instance that are mirrored in chi…

Updated by Mara K

Rules for XactXpert

The attached Excel document lists all available rules currently available in XactXpert. The rules are arranged by CAT code, but you can sort the rules in other ways within Excel. The rules spreadshee…

Updated by Jill Bowers

FAQs for XactXpert

General questions. What is XactXpert? XactXpert creates rules that investigate estimates and other projects based on the rules associated with your profile or instance. You can create your own rules…

Updated by Jill Bowers