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
3. Highlight the project name (based on today's date) and type
the name of the project or you can change to name specific
4. Make sure the correct profile is selected in the profile field
5. Click create
6 Select a price list you want to use
Where do you click to create a new project? - ✔✔ANSWER✔✔-
>>>>>>>>New Project
You can open a project directly from the Cloud > My Projects
page.
True or False - ✔✔ANSWER✔✔->>>>>>>>False
Where would you mark your project completed? -
✔✔ANSWER✔✔->>>>>>>>Click Complete
Where would you add line items to your estimate? -
✔✔ANSWER✔✔->>>>>>>>click Estimate Items
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