REQUESTING GEOMNI PROPERTY AND GEOMNI ROOF

Geomni Property and Geomni Roof availability icons

If a Geomni Property data package is available for request, the Geomni Property icon will appear in both the Claim Info>Insured Info tab and the Quick Tools toolbar. Likewise, if a Geomni Roof data package is available for request, Xactimate displays the Geomni Roof icon in the same locations.

Simply click the icons to launch the Request Property Data dialog box.

Requesting Geomni Roof from the Projects tab

  1. Click the Projects tab.
  2. Right-click the project you want to see Geomni Roof data for.
  3. Click Request Roof Measurements.
  4. Keep Geomni Roof selected in the drop-down box.
  5. Click Click here for more details to access price info and the Geomni Roof License Agreement.
  6. Return to the Geomni Roof request window.
  7. Add any notes you want to include for the Geomni Roof team.
  8. Click OK.
  9. A window will appear to confirm that the order has been placed.
  10. Click the Control Center tab.
  11. Click Connect to send the request to Xactware.
  12. You should receive the Geomni Roof data package within 1 business day.

Requesting Geomni Roof from the Xactimate Dashboard

  1. In the “Recent Projects” pane, right click the project you want to see Geomni Roof data for.
  2. Follow steps 3 – 12 for Requesting Geomni Property and Geomni Roof from the Projects Tab.

Request Geomni Property and Geomni Roof within an assignment

  1. Within the assignment, click the Projects tab.
  2. Click Tools.
  3. Follow steps 3 – 12 for Requesting Geomni Property and Geomni Roof from the Projects Tab.

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