Adding a company header in Xactimate ensures your reports are professional and clearly branded with your business information and logo. This guide will walk you through the essential steps to set up and manage your company header effectively.
Setting Up Your Company Header in Xactimate
To add a company header, you'll typically navigate through your company profile or preferences settings within Xactimate. This is where you input your business details and upload your logo, which will then appear on your generated reports and documents.
Step 1: Accessing Company Information Settings
First, you need to locate the section where Xactimate stores your company's general information. This is usually found in the program's main settings or preferences.
- Open Xactimate: Launch the software on your computer.
- Navigate to Company Preferences: Look for a menu option like "Tools," "Preferences," "Company Setup," or "Claim Info." The exact path may vary slightly depending on your Xactimate version (e.g., X1, Xactimate desktop, online). Often, this information is under a "Company Profile" or "User Information" tab.
Step 2: Entering Company Details
Once you've accessed the company information section, you'll find fields to input your company's textual details. This "info section" is the ideal place to ensure all your contact information is correct.
- Company Name: Enter the full legal name of your company.
- Address: Input your complete business address, including street, city, state, and zip code.
- Contact Information: Add crucial contact details such as:
- Phone number (main office)
- Fax number (if applicable)
- Email address (general contact or main inquiry address)
- Website URL
- License Numbers: If required for your reports, include any relevant licensing information.
Example:
| Field | Example Entry |
|---|---|
| Company Name | Premier Restoration Services LLC |
| Address | 123 Main Street, Anytown, CA 90210 |
| Phone | (555) 123-4567 |
| [email protected] | |
| Website | www.premierrestoration.com |
| License No. | CSLB #123456 |
Step 3: Adding Your Company Logo
A company logo is a critical component of a professional header, providing instant brand recognition. Xactimate allows you to upload an image file to serve as your logo.
- Locate the Image Button: Within the same company information or preferences section, look for an "Image" button or a field designated for "Logo."
- Navigate to Image Location: Click this button. A file explorer window will appear, allowing you to browse your computer's files.
- Select Your Logo File: Navigate to the folder where your company logo image is saved. Select the appropriate image file (commonly .jpg, .png, or .bmp formats are supported).
- Upload and Confirm: Once selected, the image will be uploaded and often displayed as a preview. Ensure it looks correct and then save your changes.
Tip: For best results, use a high-resolution logo image that has been appropriately sized for use in reports. An image that is too large might slow down report generation, while one that is too small might appear pixelated.
Step 4: Applying the Header to Reports
After setting up your company details and logo, Xactimate will typically automatically apply this information to your generated reports. However, it's always good practice to verify this.
- Preview Reports: Generate a sample report (e.g., an estimate summary or a loss report) and review the header section to ensure all your information and logo appear correctly.
- Adjust Report Settings: In some cases, you might need to select a specific report template or adjust report settings to include the company header. This is usually found within the report generation interface.
Practical Insights for an Effective Company Header
- Consistency is Key: Ensure the information in Xactimate matches your official company documents and branding materials.
- Regular Updates: Periodically review and update your company information, especially if your address, phone number, or branding changes.
- Professional Image: A well-designed header enhances the professional image of your company and instills confidence in your clients.
- Branding Elements: Beyond the logo, consider if Xactimate offers options for company colors or fonts in reports to further align with your brand guidelines.
- Seek Xactimate Support: If you encounter difficulties, consult the official Xactimate documentation or customer support for specific instructions related to your version.
By following these steps, you can effectively add and manage your company header in Xactimate, ensuring all your reports are professionally branded and informative.
