Introduction to Xactimate mobile

14 articles

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 Jill Bowers

FAQs for Xactimate mobile (Android)

Frequently asked questions for Android. How do I use the Local projects list? The Local projects list contains the estimates you have downloaded or created. Tap a project to view and edit content. Ta…

Updated by Heather Jones

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 Jill Bowers

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 Jill Bowers

Add or edit a company header or statement in mobile

Company headers. Company headers are customized headers that appear at the top of your company's project documents. Headers that you add become available for use in any project with the same profile.…

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

XactRebuild allows users to create rebuild estimates based on the data from an existing water mitigation estimate. For more information on XactRebuild, see [X1 article]. To create a rebuild estimate…

Updated by Heather Jones

Adding and removing line items on Android devices

Adding line items. 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: Note: If you select the wrong one,…

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