Integrations
This is the program we use to check if a XNID is valid.
What is Xactanalysis?
This type of EC report is never compatible with Xactimate.
What is a EC2D report?
How long does it take for us to receive a sketch request from Xact?
What is 0 minutes? AKA immediately
This report type we can never split off of.
What is a Sketch Only report?
This is what the customer always needs to include when placing an order so can locate and upload their report if needed.
What is a claim number?
These are the two email addresses we send the Xact Set Up to.
What is evrequests@verisk.com and customerservice@eagleview.com?
This is another name for an ESX file.
What is a Sketch.xml that has been uploaded into Xactimate?
Cust received an email stating their XNID is not valid. This is the first thing you would do.
What is check the XNID on their account?
Report is a Premium report for the wrong house. This is the procedure.
What is the normal WH procedure?
When asking a XM question in slack, what should we include?
What is CID, XNID and Claim number?
This is where you would check if a report gets an error for a duplicate XNID.
What is the Xactware ID search?
Customer has received a Premium but states they see a 1x1 square in Xact. This is the most likely reason.
What is an unsketchable report?
This is where you would check if a report has been ordered through Xactimate.
What is the application source and/or the top of the tech notes?
Customer needs an RC to remove a section of the house. They are an enterprise customer. This is the first thing you would check.
What is the CPS page?
This is what steps you take if a customer claims a sketch is not showing in Xactimate.
What is Check the "Deliver to Xactimate" box and save the report, if it does not work, then try the two XM troubleshooting steps and if these steps do not work, have the customer contact XM?
This is what we would do if an Enterprise customer needs to be integrated.
What is check the CPS and most likely send a case transfer to CRS?
A customer already has a Premium report for an address that was ordered through the website. They want to order a Sketch Only now. This is how much we would charge them.
What is $4?
We cant locate an order in OM, XMO or Kibana, this is what we should advise the customer to do.
What is re order the claim on a new project?
If a customer requests a sketch only for a split, this is what they should do to the claim #.
What is modify the claim number so that it is unique?
If the customer updates their Xactimate or gets a new XNID, this is the process we would do.
What is re-integration?
This is what needs to be done after a cust has gotten Walls enabled on Xact's end.
What is submit an HDT?
Customer needs additional buildings in sitemap. This is what they need to do.
What is place a sketch only order through Xact for each bid?
If a customer is trying to place the order under 'Home' and they are receiving an error, this is what we should do instead.
What is tell them to place the order under 'Property'?
This is what needs to be done when a customer indicates the report is a WH, but the report is in RTCP.
What is split and check the "Deliver to Xactware" box, then submit a refund to billing?
If we integrate the customer more than twice and they still cannot order, this is where we refer them.
What is Xactimate live chat?