In order to upload completed estimates, you first have to change its status to “A/Completed”. Like any other normal assignment, they simply select it and click “Accept” to bring it into their Xactimate. Your assignment will be downloaded into their Inbox. The recipient, the person who’s Xactnet address you typed into Step 3, now only has to click their own “Connect” button. 6) Estimator Receives Xactimate Assignment Now it’s up to the recipient, your estimator, to do the next steps. The last step on your end of things is to click on “Connect.” This will send any assignements in your Outbox to their recipients.Ĭongratulations! You just sent your first assignement via XactAnalysis! XactAnalysis calls this a “re-routed” assignment. You should see a “Transfer Results” window with a “Succeeded” message in the Status box. You may have to rearrange the order by date or name to get the projects you want in the list at the same time. Xactimate, in their infinite wisdom, made this a multiple-page form. Select the project you would like to send then click, you guessed it, “ Send.” If you would like to send multiple projects at once, simply hold the CTRL key while clicking on the projects.
Also, you can only send estimates that are marked “A/In Progress” or “In Progress.”īe sure to select “ Show All” in the top right. Once again, it is important that the person you are sending the estimate to has the correct Profile installed. Now click “Select Item(s)” to choose which estimate/assignment to send.
#Xact analysis how to
If you want me to explain how to get new profiles installed, you’ll have to send a Tweet to If I get a tweet, I’ll go ahead and write another post explaining how I do it. If not, they’ll still get it, but it won’t transfer back to you the way you want it. IMPORTANT: Whoever you are sending this assignment to needs to have the proper profile installed prior to receiving the assignment from you.
#Xact analysis serial
Also, at the top left you can click on “Xactimate”, “Help”, then “About Xactimate.” and it will be right there below your Serial Number. If you don’t know what yours is, look at the top bar of your Xactimate screen.
#Xact analysis install
Select “ Transfer Type – XactAnalysis” and “Action – Send data via XactAnalysis.” 3) Type Recipient’s Xactnet AddressĮach instance or install of Xactimate should have its own Xactnet address. Now look up at the top right side of the Control Panel and click on “Data Transfer.” 2) Transfer Type If you haven’t downloaded it yet, hit “Connect”, select the intended assignment, and click “Accept”. Sound cool? Let’s take a look…ĭo this on the computer which already has the assignment/estimate downloaded. Using my Xactnet address () and the process I’m about to lay out below, I am now able to manipulate Xactimate estimates and send them back to my clients for upload without the carrier or TPA being any wiser. It was such a pain that most (that I know of) gave up on it. This means that the only way a guy like me could help these “program” contractors write estimates was to sit in their office or use their laptops with the properly installed Xactimate and profiles. When you try to perform a “standard” data transfer operation (ESX email and import/export), this mumbo-jumbo has a tendency to get messed up – especially if the recipient doesn’t have the proper profile installed. These program assignments come pre-filled with all the profile and policy mumbo-jumbo that each carrier likes to use. You see, when USAA (Crawford) or State Farm (PSP) send out their assignments, they come in the form of Xactimate estimates downloaded via XactAnalysis. I’ve been writing estimates independently for the past three years and there’s always been some estimates I just couldn’t write for folks: program jobs. Along the way I’ve never received any formal training. I’ve been writing Xactimate estimates for contractors for over fifteen years. So I just discovered this and it’s blowing my mind. If it did exist, no one out there bothered to tell me. This very well could have existed since the old days of XM8 23.0 (oh, the good ‘ol days). Now this just might not be a new development.
Then all you’d have to do is hit “Complete” and the assignment and completed estimate would be automatically sent to XactAnalysis for the vultures… I mean “adjusters” to pick at. Then, once they were done creating the Xactimate estimate, it would magically re-appear in your “Inbox”. You know, like the way the big TPA firms do? If only there was a way that, when an assignment hits your “Inbox” via XactAnalysis, you could simply re-assign it to someone else. Have you ever wished you could just re-assign your Xactimate estimates to someone else to write for you?
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