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Claim Info - 🧠 ANSWER ✔✔contact information and location of the loss or
repair - can also enter information regarding the customer's policy
Creating a new estimate steps - 🧠 ANSWER ✔✔Click new project, make
sure Estimate is selected in the top field, highlight the project name and
type the name of the project or keep "date based" project name, choose
, correct profile and select, click create. Select a price list and click next.
Select tax jurisdiction for estimate and click Done.
How do you add a new project? - 🧠 ANSWER ✔✔1 Add a new project from
local page, click New Project button. New project window appears.
2 Change default name to (example) XW-Lopez- followed by your initials
3 Click "create" to add the new project - the project will appear on your
dashboard
Changing Project Profiles from Carrier vs Contractor - 🧠 ANSWER ✔✔1
Save and Exit the project
2 From the local page, click on the estimate
3 From the pull-out menu, click duplicate
4 Verify the project has a unique name
5 Select the correct Profile from the menu
6 Click OK, the duplicated project is now available
Creating a New Estimate: - 🧠 ANSWER ✔✔1. From Xactimate Dashboard
Local Page, click NEW PROJECT
2. Make sure Estimate is selected in the top field