Upload a project in Xactimate mobile

Updated 2 years ago by Jill Bowers

After logging in to Xactimate mobile, you will automatically be directed to your Local list.
When you find the estimate you want to upload to Xactimate online, you’ll notice that your project has a cloud with an upward-facing arrow on the right side of the row. Tap that icon.
A spinning wheel with a pause option will appear to help you track your upload progress. You can pause the upload if needed, which may be helpful if you have a poor internet connection.
Once the upload is complete and the spinning progress wheel is no longer visible, the estimate will no longer appear in your Local list.
To verify that your project has uploaded successfully, tap the menu in the upper left-hand corner of the app and select My Projects under Cloud.
The project you uploaded to Xactimate online will appear in the My Projects list.

After logging in to Xactimate mobile, you will automatically be directed to your Local list.
In this list of projects, find the estimate you want to upload to Xactimate online. Tap the three dots at the end of the project's row and select the Upload to cloud option from the menu.
A pop-up message will appear asking you to confirm that you want to upload the project. Select Yes.
A spinning wheel will appear to help you track your upload progress.
Once the upload is complete and the spinning progress wheel is no longer visible, the estimate will no longer appear in your Local list.
To verify that your project has uploaded successfully, tap on the menu in the upper left-hand corner of the app and select My Projects under Cloud.
The project you uploaded to Xactimate online will appear in the My Projects list.