How do I add depreciation to a single line item?
How do I add images to an estimate?
How do I rearrange the images that I have added to an estimate?
How do I add overhead and profit to an item?
How can I set labor minimums in an estimate?
Add labor minimums to an entire estimate:
Add labor minimums to a single line item:
How do I merge large estimates?
How do I deduct windows and doors from calculations?
Deduct openings for individual windows:
Set defaults for the entire estimate:
What is a locked estimate and how can it be unlocked?
Your estimate may be locked by collaboration, by another user, or it may be locked by your own Xactware ID.
The estimate is locked by collaboration (most common):
When an estimate has been checked out for collaboration, only the collaborator may do work on the estimate. If you try to work on a collaboration that is in progress, the estimate will be locked.
To confirm the status of the project, click theProjects tab, and right-click the assignment to open the Project Information dialog box. Changes to the assignment status are logged in the Project Notes box. If the collaboration is in progress, cancel or complete it to remove the lock.
The estimate is locked by another user:
Either another user has the estimate open, or another user had the estimate open and an unexpected error occurred. The estimate will unlock when the user closes it or if the estimate remains idle for sixty minutes.
If you need immediate access to the estimate, open a read-only or duplicate copy of the estimate. Any data saved to the duplicate will need to be copied to the original when it is accessible.
The estimate is locked by your own Xactware ID:
Sometimes, if the browser crashes, or if you exit Xactimate Online without first logging out, you will not be able to open the estimate.
To unlock the estimate, open Xactimate Online, and click Log Out.
How do I sketch custom stairs with a landing?
How do I sketch a custom corner staircase?
Press Tab to rotate the stair, and click to add it to the room.
Note: To add a standard
corner staircase, click the Staircase arrow ,
and select "L" Shaped.
How do I sketch a curved staircase?
How do I add an angled tread to a staircase?
How do I sketch a spiral staircase?
In order to sketch a spiral staircase, you will need three pieces of information:
How do I add a room under the stairs?
To view and add line items to the a room under stairs:
How do I remove walls from a sketched staircase?
How do I add a handrail to a staircase?
Handrails are added automatically when sketching stairs. To remove the handrail:
To add a handrail to the estimate line items:
How do I sketch a flared staircase?
How do I change the direction of floor covering?
I have a house sketched. How do I add a roof?
After you've sketched your floor plan:
How do I create a sloped, peaked, or boxed ceiling?
You can combine several rooms by creating missing walls and designating subrooms.
How do I add symbols to a sketch?
In the Report Text category on the Parameters tab, you can define a header, opening statement, and closing statement. For the opening and closing statement, you can select from available model statements or click Edit to write your own.
How do I create and apply a company header to a report?
See also: Set a default company header, Edit a company header, Company Headers
You can view reports by clicking Report Management on the Claim Info tab. Select the report you wish to view from the navigation menu on the left.
See also: Claim Reports
How do I view the General Loss report?
See also: Claim Reports
How do I transfer an estimate from Xactimate desktop to Xactimate online?
See also: Transfer an estimate from a mobile device to Xactimate Online
Can I change the layout of the dashboard?
How do I create a new estimate?
How do I install a new profile?
If
the profile you need is not available in the Select Products dialog
box or if you are looking to add profiles to an online instance, please
call 1-800-424-9228 to have profiles added to your key code.
See also: Select a Profile
How do I download a price list?
You may select more
than one city by holding down CTRL
as you select them.
You may select more
than one city by holding down CTRL
as you select them.
How do I transfer data to another Xactimate user?
How do I change the slope direction of the roof?
How do I calculate waste for roofing measurements?
The numbers in the Bundles/SQ list denote the upward rounding factor of the bundle (1/3” – 1/8”).
See also: Roof Waste Tool
How do I turn roof annotations off?
The roof annotations appear by default when you create a roof in
Aerial Sketch. If you prefer, you can hide the annotations.
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