Xactimate - The industry’s leading estimating program

Ordering to Estimating

Your Step-by-Step Checklist to get started with Xactimate

1. 

   Order a free 30-day demo of Xactimate and check out Xactware training. (+MORE)

   1. The demo will allow you to learn how to use Xactimate. The demo includes a training price list and includes a “demo” watermark on all printed pages.
   2. To install your Xactimate demo, follow the instructions in the “Xactware.com Online Store Order Confirmation” email you will receive upon placing your order.
   3. Xactware offers many training resources, including online self-paced training, a training workbook, virtual online classroom training, and live classroom training. More information is available under the Training menu at Xactware.com.
   4. If technical issues occur while downloading, please call Xactware Support at 800-710-9228.
2. 

   Determine the number of Xactimate licenses you need. (+MORE)

   1. The price of Xactimate is per license or per computer. For example, if you want Xactimate on both your desktop and laptop computer, you will need two licenses. (2 x $1,500 = $3,000 per year for Xactimate)
   2. If you have a network in your office with five workstations but will only need access to Xactimate by three people simultaneously, then you will need three licenses. (3 x $1,500 = $4,500 per year for Xactimate). The key here is how many users will be logging into Xactimate at the same time.
3. 

   Convert your demo to a licensed version of Xactimate either online or by calling Xactware Sales at 800-424-9228. Please have the demo product keycode ready. (+MORE)

   1. Your Xactimate demo can be easily converted to a licensed version without uninstalling and reinstalling the software.
   2. Your 20-character product keycode can be found in the email that you were sent after you registered to download the demo or in the Xactimate software by clicking Help on the menu bar, then About Xactimate.
4. 

   Register Xactimate to get your XactNet address (+MORE)

   1. From within Xactimate, click the Control Center tab.
   2. Click XactAnalysis on the menu bar, then click Register (or there may be an option that says Activate).
   3. On the next page, select the option "I don't have an XactNet address and need a new one."
   4. Click the Agreement Link button to read the License Agreement and then click Accept if you decide to proceed with the registration.
   5. All fields with the exception of voice phone and fax number need to be entered before you click OK. The XactNet address should appear—you can edit it if you’d like. If it does not appear, you may enter your own information using the format COMPANYNAME.CITY.STATE. The email address entered is important, as it will be tied to the new XactNet address and can be used to re-register in the future without contacting Xactware Technical Support.
   6. Click OK to submit the online registration. If all necessary fields were filled out and a unique XactNet address was entered, a window will appear with the message "Registration was successful!"
   7. If the XactNet address you entered is already registered to another user, a warning message will appear, informing you that you have selected an invalid XactNet address. If this occurs, enter a different XactNet address and click OK.
5. 

   Download a price list (+MORE)

   1. Click Services in the menu bar, select Request price list(s) from XactAnalysis, and then select Xactware Price List.
   2. The Request Price List window will appear. Enter the country, state or province, and city for the price list you would like to download. (You can also choose to enter a ZIP Code or postal code to select a price list.)
   3. Click Download Now to download the price list.
   4. The XactAnalysis Connection window will appear. When the price list has been downloaded, the status will change to Send/Receive Complete. Click Done.
   5. You will see a window appear that is processing the Price List, followed by a message saying "Operation Completed." Click OK, and the price list will now be in the Price List tab, ready to use in estimates.

If you are not working with insurance carriers or others who will send assignments through XactAnalysis, you are finished and ready to use Xactimate.

If you are working with companies who will send you assignments through XactAnalysis, please proceed to the following steps:

1. Contact the assignment sender and provide them your XactNet address. (+MORE)

   1. When you registered Xactimate in Step 4, you received an XactNet address. This can be found within Xactimate by clicking Help then About Xactimate.

2. Set up an XactAnalysis SP account. (+MORE)

   1. The login information that you use for XactAnalysis will be the same login information that you will use to log into the eService Center, where you can chat 24/7 with our support team for free.

Congratulations, you’re ready to write estimates!