Xactimate Basics

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 a claim before making any revisions to it)
4) How to change the Estimator's name
5) How to change the price list
6) How to add or remove O&P
7) How to delete an item
8) How to update the Notes (all notes should be marked as Internal)
9) How to change an Action
10) How to upload and delete photos, and add descriptions to photos
11) How to create a report/estimate
12) How to save your work


Thank you again, Val!