INSPECTION AND COMPLETION OF THE ESTIMATE

Run Sketch inspection

Run an inspection for the entire estimate

Submit required information

Print or export reports (Online)

Print or email reports (Desktop)

Create a work order

Open a work order

Return an assignment to XactAnalysis

Related topics

Run Sketch inspection

The sketch inspection tool alerts you if there are discrepancies in your sketch.

1. On the Sketch tab, click Options.
2. Click Inspect .

Run an inspection for the entire estimate

The inspection tool runs automatically before you can change an estimate status to complete. Learn more about submitting required information.

To run the inspection tool manually from any point in the estimate, click Inspection in the Status Bar.

Submit required information

1. Click Complete.
2. Click Submit Required Information. If the Submit Required Information link is not available, all the required information has already been entered and you can skip to step 6.
3. To review the required information, select each red exclamation point.
4. You can enter the required information on the right side of the window. When the information is accepted, a Green check mark appears.
5. Click Finish.
6. Click Change Estimate to Complete. The estimate will now be locked. To edit the estimate, click Change estimate status to In Progress.

Print or export reports (Online)

1. Click Complete.
2. Click Print Reports. The required information must be completed before you can print or email reports.
3. Select a report.
4. Adjust any settings.
5. Click Print, or click Export to save the report as a PDF.

Print or email reports (Desktop)

1. Click Complete.
2. Click Print or E-mail Reports. The required information must be completed before you can print or email reports.
3. Select a report.
4. Adjust any settings.
5. Click View to view the report or Print the report.
6. Click Export to export the report as a PDF or send it as an email.

Create a work order

1. After an estimate is marked complete, click Create or Open a Work Order.
2. Type a Name for the work order and click OK.
3. Fill out the work order and click Close.

Open a work order

1. After an estimate is marked complete, click Create or Open a Work Order.
2. Double click a work order.

Return an assignment to XactAnalysis

1. After the assignment has been marked complete, click Exit.
2. From the Control Center, in the XactAnalysis Communications pane, click Connect.
3. Connecting to XactAnalysis will automatically return any assignments marked complete.

Related topics

• Transferring data with other users
• Claim Reports
• Reports
• Complete the estimate