In this article, we cover how to leverage the Verisk + HOVER integration when your claim includes multiple structures that you want included in a single estimate, while using the desktop version, X1.
NOTE: All Xactimate screenshots reference the desktop version, X1. Some differences will exist if using Xactimate Online (XOR).
NOTE: The workflow depends on the claim number or lead number matching between HOVER and Xactimate. If you’re working in the home restoration business, you’ll see promptings for a lead number, but if you’re working in the insurance field, you’ll see promptings for a claim number.
Before Getting Started
For a refresher on what’s required to make this integration work, continue reading. Otherwise, you can skip to the heading: Step by Step Instructions.
Multiple structures live in your HOVER account as separate "jobs"
For this integration, you will need to press the "request data" button in Xactimate for each additional structure
CLAIM NUMBER / LEAD NUMBER FORMAT:
In order for the integration of measurements, sketches and photos to seamlessly pull into Xactimate from your HOVER job, the claim number / lead number used on the HOVER job needs to match the claim number / lead number used on the estimate in Xactimate.
You can choose one of the following two options when creating the number format. Just make sure the number format within Xactimate matches the number format within HOVER, exactly.
First Option: name each structure with the same exact claim number in both Xactimate and HOVER:
Second Option: name each structure with the claim number as well as a description of the particular structure on the property:
In more recent versions of the HOVER app (4.41.0 and newer) a shortcut button exists for quickly and efficiently capturing multiple structures on the same visit to a site. The integration with Xactimate will work the same way whether or not you use this button.
If you're using a version of the app that includes this button, you'll see it at the bottom of the Capture summary page as "Add Another Structure".
Step by Step Instructions
From the Local Projects page, highlight the appropriate record.
On the right side, a panel will pop up.
Click on the house icon which is the 5th icon from the top, on the right side of the screen
In the pop-up window titled "Request Data", select Property Data (even if you are using HOVER for just roof measurements) and click NEXT
Select one of the HOVER options from the provider drop-down list:
Use HOVER Roof for roof only measurements
Use HOVER Interior for interior floor plans/measurements
Use HOVER Roof and Walls for complete roof and elevation measurements
Validate that the data entered in the "Request data" window is correct
You will immediately see a notification that says: "Succeeded"
You'll be notified in Xactimate when the measurements are ready for the first structure:
Click on the same project again
Click on the house icon on the right side to request data
Follow the same steps to request data for the second structure
NOTE: Repeat steps as needed for additional structures, and wait until you receive notifications that all of the structures requested have measurements ready.
Now, edit the project
You’ll see the estimator tool on the left side of the screen. Under “Estimate” choose the “Sketch” tab
Click the icon in the top left corner of the sketch window
You'll see all the HOVER data files available to pull in
Click Import to bring in the measurements for the top, highlighted record
The first sketch will appear:
To import the next structure, click the icon in the top left corner of the sketch window, again
You'll see all the HOVER data files available to pull in again
Click Import to bring in the measurements for the next record in the list
Repeat as necessary for any additional structures
Once all the structures have been imported, you can navigate to the drop-down menu in the bottom left corner of the sketch screen to toggle over to the sketch file for any of the other structures
From the estimator tool, you can access the Measurement PDF.
Click on "Documents", and then click the Reports tab
Click the Documents tab
Click the Attached Docs tab
From the estimator tool, you can click on the “Photos” tab to see all the imported photos for each structure in one place (including damage and annotated photos, if applicable).
The photos will be ordered by which structure you imported first. For example, if you imported a primary building and then imported a shed, the photos of the primary building will be shown before the photos of the shed.
HOVER photos imported via the Verisk integration are labeled with the location they were taken around the property (i.e. Front, Front Right, Right, Back Right, etc.)