Best View in Xactimate

Best View in Xactimate


Project - Options - Resent Summary View (Low Res)



    • Related Articles

    • Xactimate Basics

      Many thanks to Val for leading a training on Xactimate Basics! :) Below are the topics covered in her training: 1) How to sign out a license from the CSP Management Tools sheet 2) How to sign in to Xacimate 3) How to duplicate a claim (must duplicate ...
    • Xactimate for AMs - 2. Log In

      Tutorial on how to log into Xactimate
    • Xactimate for AMs - 3. Duplicating a claim in Xactimate

      This tutorial teaches you how to duplicate a claim in Xactimate and to work in the duplicated claim. Click here for tutorial.
    • Best Practice for Handling RF Desk Tickets

      To ensure clear communication, accountability, and timely follow-up with RFs (Raving Fans), we are implementing a new best practice for managing RF Desk Tickets. Effective date: September 25, 2025 BEST PRACTICE: 1. Do NOT close or merge RF Desk ...
    • Xactimate for AMs - 8. Saving and Exporting from Xactimate

      Due to the file size I have dropped a link to the tutorial on how to save your work and export through Xactimate to Google Drive Click here for tutorial.