Xact Hacks | Valuation Tool

In this episode of Xact Hacks, Seth shows you how to use the valuation tool and how to save that valuation as an estimate.
WRITTEN EXPLANATION: Under Projects Tab, click the + button on the far right side. Select Valuation under the Type drop-down box. Input homeowner/policyholder info, then click through all the tabs at the top to indicate the features/materials of the property you are evaluating. Once completed, go up to the top left and click Valuation — Save As — Save As an estimate. Close the valuation and find the estimate under your Projects Tab back on the main Xactimate screen.