Add a line item in Xactimate mobile

Updated 6 months ago by Jill Bowers

Adding a line item in iOS

  1. After you log in to Xactimate mobile, open your project.
    1. Before you can add items, you must have a price list selected. Read this article to learn how to select, add, and change price lists.
  2. Tap the menu in the upper-left corner of the page and tap on Estimate.
  3. There are two ways to add items:
    1. Sketch view:
      1. Choose the Sketch option at the bottom of the page.
      2. Tap the room that needs items added to it.
      3. Make sure the room you need is a light blue color; this indicates that it is selected.
      4. Tap the clipboard icon in the upper-right corner of the page.
    2. Add button:
      1. Tap the plus button at the bottom of the page.
      2. A menu will appear with options for: Room, Level, Items, Roof, and Cancel.
      3. Tap Items.
  4. This opens the Items page. Use the search option in the bar at the bottom of the screen to find the items you need.
  5. Tap an item to add it. This will open a page with more detailed item information.
  6. Customize as needed, and then tap the Add button in the upper-right corner of the page.
  7. After you add an item, you will automatically be redirected to the Price List/Items search page.
  8. Repeat steps 6-8 to add more items.
  9. When you’ve added everything, select Done in the upper-left corner of the page.

Adding a line item in Android

  1. After you log in to Xactimate mobile, open your project.
  2. Before you can add items, you must have a price list selected. Read this article to learn how to select, add, and change price lists.
  3. Tap the menu in the upper-left corner of the page and select Estimate.
  4. There are two ways to add items:
    1. Sketch view:
      1. Tap Sketch.
      2. Tap the room that needs items added to it.
      3. Make sure the room you need is a light blue color; this indicates that it is selected.
      4. Tap the clipboard icon in the upper-right corner of the page.
    2. List View:
      1. Tap List View, which is directly under the Sketch option.
      2. Select the document and level from the drop-down menus.
      3. Press Add at the bottom of the page.
      4. Tap Items.
    3. This opens the Items page. Use the Search option from the bar at the bottom of the page to find the item you need.
    4. You can add the item immediately by clicking the round icon to the left of the item, or tap an item line anywhere but on the circle icon. This opens a page with more information on that item.
    5. Customize as needed, and then tap the + button in the upper-right corner of the page.
    6. When you've added all of the line items you need for that room or level, tap the back button, located on the top-left side of the page.


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