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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.