You
can also customize the defaults to apply to all users, only new users,
or for individual users.
A profile is a unique configuration of Xactimate designed to fit the needs and standards of a specific company or industry. For example, the Contractor profile is used by many contractors and service providers. Many providers also have company-specific profiles that independent adjusters and other professionals will sometimes be asked to use when creating an estimate.
You can manage your settings for different profiles so that calculation factors are pre-set and frequently entered information is loaded automatically. Some settings may be locked in some profiles.
You
can also customize the defaults to apply to all users, only new users,
or for individual users.
To edit system preferences for a profile, you must select All Users or New Users in the User list at the top of the Preferences page. System preferences cannot be edited for individual users.
In the navigation menu on the left, under System, click Inspection. Inspection rules cannot be edited. If you need to change inspection rules, contact your account manager.
In the navigation menu on the left, under System, click Depreciation Defaults. You can set Max Depreciation preferences. You can also set defaults by state or province.
In the navigation menu on the left, under System, click Reports. You can edit email and line number settings.
With Project preferences, you can set the defaults for each new project created. When you set defaults, new projects start with those settings but can be changed for special circumstances. On the Control Center tab, click Preferences.
In the navigation menu on the left, under Project, click Defaults. The following default setting options may be available.
These defaults are applied to new projects only. You can make changes
within individual projects to fit the specific needs of the specific project.
In the navigation menu on the left, under Project, click Additional Charges. Add a default additional charge, such as a permit, that would not be included elsewhere in the estimate.
In the navigation menu on the left, under Project, click Loss. Enter the default location, date, and type of loss. This can be useful in large catastrophic situations that involve a large number of losses of the same type that occurred on the same date.
In the navigation menu on the left, under Project, click Model Statements. Set default opening and closing statements.
Set defaults for the sketch workspace such as room and roof defaults and labels.
In the navigation menu on the left, under Sketch, click General, and click System. Edit object handle pixel size, object rotate mode, and Table PC mode.
Handles are the blue squares and red diamonds used to manipulate objects
in the sketch workspace.
In the navigation menu on the left, under Sketch, click General, and click Document.
In the navigation menu on the left, under Sketch, click General, and then click View. Set view defaults, including which labels to show and label font size.
Visit here.
In the navigation menu on the left, under Sketch, click Place, and click Door and Window Defaults.
In the navigation menu on the left, under Sketch, click Place, and click Custom Staircase Defaults.
In the navigation menu on the left, under Sketch, click Flooring Properties. Set defaults for carpeting and vinyl flooring.
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