Searching for and filtering projects in Xactimate mobile

Updated by Heather Jones

To search for a project

  1. Use the hamburger menu () to select the Local or Cloud project list.
  2. Enter your search term in the Search field:
    1. Select the field
    2. Type the word or phrase you want search for.
    3. Press Enter on the keyboard.

  1. You can further narrow your search by adding additional search terms through the same method. 
  2. Select the appropriate project from the list to open it.

To filter projects

  1. Use the hamburger menu () to select the Local or Cloud project list.
  2. In the Search field, select the Filter icon ().
  3. Choose the appropriate option from the filter list (most options are customizable).

  1. Select Done to apply the filters and return to the updated project list.
  2. Select the appropriate project from the list to open it.


How Did We Do?