Team member: How do I export custom task information to Xactimate?

Updated 3 months ago by Jennifer B.

Only completed custom tasks containing room dimensions and/or line items can be exported to Xactimate.
Exporting information sends the data to the linked assignments adjuster.
  1. Click Custom Tasks in the Tasks menu on your dashboard.
  2. Click Assigned.
  3. Click on the completed task line.
  4. Select Export to Xactimate.
  5. Click Export.


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