1. Tap an assignment to view the assignment details.
2. Tap
Assign or Reassign.
3. Select an adjuster or contractor.
4. Confirm the selection.
When you export assignment data to a third party, you eliminate the need for manual input or double entry. The third party then sends the requested information back to XactAnalysis and Xactimate where it can be easily integrated into the estimate.
1. Tap an assignment to view the assignment details.
2. Tap
request service or export.
3. Select a third party.
4. Confirm the selection.
You can update statuses with arrow icons
.
1. Tap the arrow .
2. Type the date.
3. If needed, type a note.
4. If needed, type an email or XactNet address to send a notification that the status has been updated.
5. Tap Update Status.
1. Tap an assignment to view the assignment details.
2. Tap
Notes.
3. Tap
Add Note.
4. Type a note.
5. Tap Save.
1. Tap an assignment to view the assignment details.
2. Tap
Photos.
3. Tap
Upload Photo.
4. Tap Choose File to locate and select your photos. You can also change the file name or enter a description.
5. Tap Upload.
1. Tap an assignment to view the assignment details.
2. Tap
Documents.
3. Tap
Upload Document.
4. Tap Select a file.
5. Tap Choose File to locate and select your documents. You can also change the file name or enter a description.
6. Tap Upload.
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