Introduction to Xactimate mobile

19 articles

Request a price list in Xactimate mobile

Request a price list in iOS. After either selecting an estimate from your Local list or creating a new project, you are automatically directed to the Required page. Scroll down the Required page and…

Updated by Heather Jones

Download a project in Xactimate mobile

Download a project in iOS. From the Local list, tap the menu in the upper-left corner. Select Cloud and tap either My Projects or All Projects. My Projects shows you a list of estimates assigned to y…

Updated by Heather Jones

Upload a project in Xactimate mobile

Upload a project from iOS. 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 notic…

Updated by Heather Jones

FAQs for Xactimate mobile (Android)

Frequently asked questions for Android. Xactimate mobile for Android will be discontinued and no longer available or supported in Q2 2027, with limited functionality beginning in January 2027. How do…

Updated by Heather Jones

Adding and removing line items on iOS devices

When you are ready to add items to your project, select the hamburger menu () at the top left and then select Estimate. This opens two options, which you can navigate between by sliding the screen to the left or right (depending on which one is visible): Sketch allows you to create the sketch and add items directly to it. List View allows you to add rooms, levels, and items in list form without a sketch.

Updated by Heather Jones

FAQs in Xactimate mobile (iOS)

Frequently asked questions for Xactimate mobile on iOS devices

Updated by Heather Jones

iOS icons & category codes

Appliances. APP : Appliances APM : Appliances: Major without install APS : Appliances: Small Cleaning. CAP : Cont, clean appliances CDC : Cont, garment & soft goods cln CEL : Cont, clean electric ite…

Updated by Jill Bowers

Set tax jurisdictions in Xactimate mobile

Set tax jurisdictions in iOS. After selecting a project or creating a new estimate from your Local list, you will be directed to the Required page. On the Required page, tap on the Tax Jurisdiction o…

Updated by Heather Jones

Creating valuations in Xactimate mobile

Valuations allow you to create a general estimate for replacement costs for an entire building or unit. To create valuations (for 360Value) from within Xactimate mobile, open the local project list and select the + at the top right. The New Project screen appears, which you can fill out like you would with an estimate or assignment; however, before you finish on this screen, change the Project Type to Valuation. Once the New Project screen has all the appropriate information, select Create online. This opens the valuation in 360Value. You can create the valuation there, but you cannot go back to it later from Xactimate mobile.

Updated by Heather Jones

Add or edit a company header or statement in mobile

Xactimate mobile for Android will be discontinued and no longer available or supported in Q2 2027, with limited functionality beginning in January 2027. Company headers. Company headers are customize…

Updated by Heather Jones

Changing the deductible in mobile (iOS)

To view or change the deductible for an estimate in mobile, open the estimate and use the hamburger menu at the upper left to navigate to More > Coverage. Coverage options . Select Apply Deductible t…

Updated by Heather Jones

Searching for and filtering projects in Xactimate mobile

To search for or filter projects, open the appropriate list and use the Search bar or Filter icon.

Updated by Heather Jones

XactRebuild in mobile

Xactimate mobile for Android will be discontinued and no longer available or supported in Q2 2027, with limited functionality beginning in January 2027. XactRebuild allows users to create rebuild est…

Updated by Heather Jones

Adding and removing line items on Android devices

Xactimate mobile for Android will be discontinued and no longer available or supported in Q2 2027, with limited functionality beginning in January 2027. Adding line items. When you are ready to add i…

Updated by Heather Jones

Creating and viewing reports in Xactimate for iOS

Accessing reports . To find available reports for your project, open the menu by selecting the hamburger icon ( ), then select Documents > Reports. Adding reports . To add a report, complete the foll…

Updated by Heather Jones

Macros in Xactimate mobile

Xactimate mobile for Android will be discontinued and no longer available or supported in Q2 2027, with limited functionality beginning in January 2027. Create a macro . To create macros in Xactimate…

Updated by Heather Jones

Depreciation in Xactimate mobile

Depreciation is the difference between the actual cash value (ACV) of an item and the cost to repair or replace it. You can modify aspects of deprecation for an individual line item or a project in Xactimate mobile.

Updated by Heather Jones

Labor Efficiencies in Xactimate mobile

To select the labor efficiency, complete the following: Within the project, select the three lines in the upper left to open the navigation menu. Select More. Select Pricing. Select Labor Efficiency. Select the appropriate labor efficiency.

Updated by Heather Jones

Obtaining data from third parties in Xactimate mobile

Xactimate mobile for Android will be discontinued and no longer available or supported in Q2 2027, with limited functionality beginning in January 2027. Note: Some vendors only accept requests made t…

Updated by Heather Jones