How to Order Roof InSight
Ordering a Roof InSight while estimating a claim in Xactimate* is as simple as 1-2-3.
- From the Xactimate Projects tab, right-click on your project, then select “Request Roof Measurements.”
- Enter information about the structure and click “OK.”
- Go to the XactAnalysis communications pane and click “Connect” to send the request.
Xactware will notify you when the data package is ready to be downloaded in Xactimate.
New icons make it even easier
To make it simpler, we notify you immediately within Xactimate if a Roof InSight or Property InSight data package is available for a specific structure, by including a roof icon or property icon on the Quick Tools toolbar once you enter the minimum information about the site of a claim loss.
Just select the appropriate icon, and go to Step 2.
The icons also display on the “Claim Info” > “Insured Info” tab.
Location Preview makes sure you get the InSight you want
There is even a Location Preview tool, which lets you verify the location of the property before completing the InSight order.
What you get with a Roof InSight
After you submit the request, you will receive an email confirming your request for a Roof InSight data package. A second email will be sent once the data package has been prepared, with instructions on how to download your data package, including the 3D Sketch, into Xactimate.
Roof InSight includes all roof slopes and dimensions. Once the data is integrated into an Xactimate claim, it becomes a part of the claim file and can be edited by the user.
Roof InSight comes with Xactware’s 100% satisfaction guarantee.
*These instructions apply to Xactimate 28 (SU19) and higher. Xactimate users are encouraged to upgrade to the most recent version of Xactimate.