COMPLETE THE ESTIMATE

  1. Click Complete.
  2. Click Submit Required Information to open the Required Information dialog box.
  3. You will see that there are a few errors in our estimate.
  4. Click Reset Sink & Hardware. Since we are removing and resetting the sink, no additional effort is required to remove and reset the faucet. Click PLM FAU and then click Delete.
  5. Click Next.
  6. The Policy Number is missing. Enter 987654321 in Policy Number. Click Finish.
  7. Click Change estimate status to Completed.
  8. Click Print or E-mail Reports to view your report options.
  9. Often, estimates are sent and received through XactAnalysis. While this is not practical for this scenario, any assignment received from XactAnalysis should be returned the same way. To learn more about returning an assignment to XactAnalysis, see XactAnalysis.

What comes next?

Xactware offers several resources to help you learn more about Xactimate.

Online helps:  You can search for topics or browse the table of contents to find help on common topics.

Training: Xactware offers a variety of training resources for novice to advanced users, ranging from face-to-face instruction to virtual classrooms and self-paced courses. http://www.xactware.com/en-us/training/

Webcasts: Xactware Webcasts are designed for the busy professional who doesn’t have an hour, a half hour, or even 20 minutes to spare. Each webcast is condensed, fast-paced, and focused on practical information. Question-and-answer sessions will follow most webcasts. https://www.xactware.com/en-us/resources/webcasts/overview/

eService Center:  In the eService center, you can speak with a customer support specialist 24/7, 363 days a year via online chat. You can also access a database with over 1,700 documents, videos, product tips, and more. https://eservice.xactware.com

Phone support:  Xactware customer support specialists are available to take your phone calls to address any Xactware-related issues for an additional fee of $20 per case.  Phone support is open from 6:00 AM to 6:00 PM Mountain Time Monday - Friday (Closed Christmas Day and New Year's Day) at 1-800-710-9228.

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