Question
- How can I import an estimate from Xactimate (Verisk) into DASH?
- How can I get my estimate into DASH through Vendor Exchange?
Answer
Securities
The ability to Import Estimates requires proper security access. To grant access to this feature: 1. Hover over Administration and click on Employee/Security Settings 2. Click Security or Group Security. Select the employee's name (or title) in the upper-right hand corner. 3. Expand Accounting > Estimates > check the box for Import Estiamte
Estimates can be imported directly from your Verisk system via an Xactimate add-on called Vendor Exchange. Follow the steps outlined below to import your estimate into DASH.
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