FAQs in Xactimate mobile (iOS)

Updated 1 month ago by Rachel Wilson

Frequently asked questions

How do I use the Local projects list?

The Local projects list contains the projects you have downloaded or created. 

1.    Tap a project to view and edit content.

2.    Tap the add icon to create a new project.

3.    Tap the location icon to view the project’s surrounding area.

4.    Tap the cloud icon to upload your project to the cloud.

5.    Swipe left on the project cell to view more options.

How do I check out a project?

1.    Tap the menu icon, select the Cloud list, then All Projects.

2.    Tap the cloud next to your desired project.  Once downloaded, it will appear in your Local projects list. 

How do I check out a locked project? 

A lock icon indicates that a project is already checked out by you (possibly on another device) or by another user.

If another user has checked out the project, and you have access rights, tap the lock and select Take Ownership. The last saved version of the project will be saved in your Local projects list. 

To gain access rights, contact your administrator.

How do I upload a project to the Cloud? 

To upload from your Local projects list to the cloud, tap the cloud icon next to your project.

How do I use List View?

Creating an estimate in List View allows the user to bypass the detailed floorplan.

To access List View:

1.    Tap the Estimate tab, then tap the List View icon. To access List view from Sketch, tap the List View icon in the bottom-left corner.

2.    Add levels, rooms, roofs, and items by tapping Add at the base of the screen.

3.    Customize the dimensions and properties and tap Save.

4.    Use the item entry pane to search for and add items.

You can also:

·      Tap the menu icon, then Select Multiple to add items to multiple rooms.

·      Tap an item to review details, notes, and pricing.

·      Tap Add, then Item to search for items, create a macro (bundle of items), select room contents, and find items by room type in reference view.

·      Set List (or Sketch) View as your default estimate view in Settings.

How do I download a price list?

A pricelist is automatically downloaded with the project based on your location.

To request another price list:

1.    On the Required screen, in the Loss Info section, tap Price List.

2.    If the price list you need is not listed, tap the + icon.

3.    Enter the postal code, then tap Done.

How do I request a Geomni Roof or Geomni Property assessment?

Geomni Roof provides a roof plan in Sketch format with dimensions, slopes, and high-resolution aerial images.  Geomni Property provides information about a structure like roof dimensions, exterior dimensions, locations, number of windows and doors, deck areas, and more using high-resolution aerial images. 

1.    On the Required screen, in the Info section, tap “Add a new address.”

2.    Tap Request Geomni Roof or Request Geomni Property.

3.    To submit the request, tap Save.

How do I use SketchCam?

1.    In Sketch, tap the room icon.

2.    Tap SketchCam.

3.    SketchCam requires permission to use the device’s camera. If prompted, tap OK to grant Xactimate access to the camera.

Note: If this is your first time using SketchCam, an instructional video will begin. View this video at any time by tapping the question icon, then Play Instruction Video.

How do I add line items to a room?

1.    In Sketch, tap the clipboard icon in the top right corner. 

2.    Use the navigation menu at the bottom right to search for items, select room contents, reference room types, and bundle items in macros.


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