Job Reference Documents

Dates, Job Progress & Notifications —  (rev 02/19) View PDF

Job Correspondence — (rev 02/19) View PDF

Job Tasks — (rev 02/19) View PDF

Job Documents & Pictures — (rev 02/19) View PDF

Xactimate Vendor Exchange Exporting Estimates — (rev 08/19) View PDF

Xactimate Vendor Exchange – Version X1 Exporting Estimates — (rev 10/19) View PDF

Send Job to Xactimate — (rev 02/20) View PDF

Job Cost Overview — (rev 02/19) View PDF

Job Costs – Budget — (rev 02/19) View PDF

Job Costs – Applying Manually — (rev 02/19) View PDF

Job Costs – Reports — (rev 02/19) View PDF

Work Order Documents

Work Order – Send as a Text — (rev 02/19) View PDF

Other Resources

Email/Document Sync Instructions — (rev 02/19) View PDF

Additional Job Contacts — (rev 02/19) View PDF

Job Document Merge — (rev 02/19) View PDF

Job Save & Add Copy — (rev 02/19) View PDF

Job – Company Change — (rev 02/19) View PDF

Job – Loss Type Change — (rev 02/19) View PDF

Job Not Sold — (rev 02/19) View PDF

Export Appointments — (rev 02/19) View PDF

Password Reset — (rev 10/19) View PDF