Create a new estimate in Xactimate mobile

Updated 3 years ago by Jill Bowers

Create a new estimate in iOS and Android

  1. The first page you see after logging into Xactimate mobile is your Local list.
  2. From the Local list, tap the + sign in the upper-right corner. A new project form will appear on your screen. 
  3. Select and fill out all fields, including project name, profile, project type, and type of loss. 
  4. Hit the Create button at the bottom of the page.
  5. You will automatically be taken to the Required page. Fill in all relevant information, which includes:
    1. Customer information and location
    2. Dates for when the loss occurred and when it was received, documented, and inspected 
    3. Claim information, such as the claim number and policy number
    4. Estimator and claim representatives
    5. Other information as required by your company
  6. From here, select Complete in the upper-right corner of iOS or the arrow in Android, which will upload the project to My Projects in the cloud.
  7. Alternatively, you can open the drop-down menu in the upper-left corner of the page and continue to build your claim with one of the options in the menu.

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