Posted By Leslie&Dan Lenz on 06/23/2008 1:08 PM
... the Search module is confusing & strange... Or just some suggestions to make my learning curve more gentle . . . Thanks!
That place where you type in something to search is your flashlight in the darkness. Keep working with it, and you will get proficient with it.
Mike's idea works (finding that graphic image to select repair items) but as a daily user, if I can't find something - I go to the search thing. Type a couple keywords, and make the software do the work.
If you are working within the "sketch" window, the search thing is a small part of the window and kind of myopic. If you go to "estimate view" where you have more of the screen available to see your repair steps, the "search" area is bigger, you see more of the hits from your search, and can read more of the description to see if it is what you want or not.
People curse Xactimate because the doorknobs and lock-sets are in "finish hardware" rather than doors. The Search feature will cut through all that smoke, you just have to get used to it.
When I was using Integra last year it had some similar issues where it was hard to figure out what category the repair items were located, and the Minimum charges were often not in the same category as the trade - that one drove me nuts until I found the advanced search in Integra. It's not just Xactimate that has those issues.
I have been using Xactimate since 1993, yet I recently spent about $80 to get the 2 disks to train on X-25 and found them helpful. This is not easy software, but very powerful. Same could be said of Photoshop, but professional graphics people take the time to master it.