An updated Field Services Xactimate Header and Model Opening Statement is now available in the library.
How to install the Xact header and opening statement files:
1. Save the CHX on your desktop.
2. On the Control Center tab, click Services on the top menu bar, and choose "Data Transfer...".
3. Make sure the Transfer Type is set to "Folder" and Action is set to "Retrieve".
4. Click on Browse, and choose Desktop.
5. Select "Company Header" from the left list and on the right you will see the York CHX I emailed you.
6. Click Retrieve.
7. Xactimate will import the company header so that you can select it in the Parameters portion of the project.
8. Repeat same process for MOX, except that you will choose "Model Opening Statement" rather than "Company Header" on step #5.
1. Save the CHX on your desktop.
2. On the Control Center tab, click Services on the top menu bar, and choose "Data Transfer...".
3. Make sure the Transfer Type is set to "Folder" and Action is set to "Retrieve".
4. Click on Browse, and choose Desktop.
5. Select "Company Header" from the left list and on the right you will see the York CHX I emailed you.
6. Click Retrieve.
7. Xactimate will import the company header so that you can select it in the Parameters portion of the project.
8. Repeat same process for MOX, except that you will choose "Model Opening Statement" rather than "Company Header" on step #5.
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