This article is written for Xactimate Online.
Note: if have not already integrated Geospan with Xactimate, read our article here.
Create a New Claim Project
- Select + New project.
- Name the project and select Create.
- Open your project and input your claim information. This will open an external application.
- Select Save and Exit when you are done.
Request Geospan Data
- Select (but do not open) the appropriate project.
- Select Request Data from the right-hand navigation bar (see icon below). This brings you to the Verisk Claims Solutions tab.
- Select New Order > Next, if it is not already selected.
- In the provider dropdown, select Geospan.
- Request your service from Geospan by selecting Roof.
- Fill out any remaining information and select Submit.
You have successfully ordered with Geospan. Xactimate will notify you when the data is ready for viewing.
Import Data into Project
- Open your completed project.
- Navigate to Estimate > Sketch. You should find a blank workspace.
- In the upper left-hand corner, select the import icon (see below).
- Select the desired Geospan data, then Import. If successful, your Geospan roof model and estimate table will populate in the Sketch workspace.