Xactimate desktop

Request price lists in Xactimate online

Calculate floor waste in Xactimate online

Using roof types in Sketch

Copy a Sketch from one estimate to another in online

Connecting roofs in Sketch in Xactimate online

What alerts are in Xactimate?

Where can I find bypasses in Xactimate?

XactXpert Reports

XactXpert Review

Can I bypass alerts?

Exporting macros in Xactimate online

Create macros in Xactimate online

Access variables in Xactimate online

Third-party pricing in Xactimate online

Format line items in Xactimate

Adding line items in Xactimate online

Category codes in Xactimate online

Sketch variables in Xactimate online

Add O&P in Xactimate online

Depreciation in Xactimate online

Create sublimits in Xactimate online

View or open a locked project in Xactimate online

Create and import projects in Xactimate online

Notifications in Xactimate online

Customize columns in Xactimate online

Export projects from Xactimate online

Back up and restore data in Xactimate online

Adding profiles to Xactimate online

Find your XactNet address in Xactimate online

Deleting and recovering projects Xactimate online

Rebuild estimate in same or different instances

Opening a project in Xactimate online

Product icons in Xactimate online

Create and send XactRebuild estimates in Xactimate online

Data transfer in Xactimate online

Track vendor requests with the Vendor request status column

Preview reports in Xactimate online

Which report do I need?

Resequence line items in Xactimate online

What information is in Estimate reports?

Export reports in Xactimate online

Which reports are estimate reports?

Creating and using templates in Xactimate online

Use XactAI to create photo descriptions in online

Sending assignments through Xactimate and XactAnalysis

Add or edit company headers in Xactimate online

Adding ClickOnce for the Xactimate online Estimate Writer

Enable third-party cookies

Creating work orders in Xactimate online

What's new in Xactimate online

Downloading the Online Estimate Writer

Xactimate glossary of terms

Links to product documentation

FAQs about Xactimate online

Renew subscriptions through Xactimate online

Glossary I-Q

What is an Error 504?

Glossary R-Z

Where can I learn more?

Estimate collaboration in Xactimate and XactAnalysis

Learn more about Xactimate online

Accessing Xactimate online

Glossary A-H

Desktop keyboard shortcuts

Learn more about Xactimate desktop

Set default preferences in Xactimate desktop

Create an Xactware ID for Xactimate desktop

Syncing profiles in Xactimate desktop

Change passwords in Xactimate

Xactimate desktop (X1) patch limit FAQ

Navigating Xactimate desktop

Mandatory Xactimate desktop (X1) update

Changing language settings in X1

Switching instances in Xactimate desktop

Metric and imperial measurements

Xactimate desktop (X1) updater

Modifying Quick Entry settings

Download a project from the cloud in Xactimate desktop

Upload a project to the cloud from Xactimate desktop

What is the cloud?

Export a project to your computer from Xactimate desktop

Import .esx project files from your computer to Xactimate desktop

Project storage in Xactimate desktop

Project status in Xactimate desktop and online

Unlock a project in Xactimate desktop

Delete a project in Xactimate desktop

Print a project in Xactimate desktop

Duplicating projects in Xactimate desktop

Edit a project from the local projects list in Xactimate desktop

Merge projects in Xactimate desktop

Create or edit a custom filter in Xactimate desktop

Add a new project in Xactimate desktop

Filter & search for a project in Xactimate desktop

View or add notifications in Xactimate desktop

Add or edit a company header in X1

Add or edit an opening or closing statement in X1

Apply labor minimums as a default for all estimates in X1

Restoring previous versions of projects

Viewing receipts in X1 Payment Tracker

Recover projects in Xactimate desktop

Opening Xactimate assignments in XactAnalysis

The side drawer

Send XactLink requests from Xactimate

Enter coverages and loss information in X1

Add or remove a sublimit in Xactimate desktop

Create a sublimit macro in Xactimate desktop

Adjust pricing parameters in Xactimate desktop

Declaring add-on parameters in X1

Add or remove additional coverage in X1

View Insured Correspondence in X1

View Narrative Report in X1

Using Xactimate forms in X1

How to add personnel data

Depreciation in Xactimate desktop

Obtain personal property line items from policyholders

Customizing taxes

View a structure’s variables in Sketch in X1

Sketch quick reference for Xactimate desktop

Customize Sketch view settings in Xactimate desktop

X1 Sketch window overview

Enabling deck framing

Photorealism in Sketch 3D view

Sketch viewing options

Add a standard room in X1

Add a room using exact dimensions in X1

Copying and pasting a room in Xactimate desktop

Resize a room in Xactimate desktop

Resize a room to exact dimensions in X1

Change the room type in Xactimate desktop

Delete a room in Xactimate desktop

Add an angle to a room in X1

Create a room offset

Edit a Grouping Code in X1

Naming and renaming rooms

Adding rooms from roofs

Change wall thickness in Xactimate desktop

Sketch a missing wall in Xactimate desktop

Sketch a curved wall in Xactimate desktop

Sketching dormer walls in Xactimate desktop

Add a service window wall opening in X1

Add footings to Sketch in X1

Add a window to Sketch

Add or remove a window grid in X1

Change a window type in X1

Add a standard window to elevation view in X1

Sketch a peaked ceiling in X1

Sketch a sloped ceiling in X1

Sketch a tray ceiling in X1

View a ceiling in 3D in Xactimate desktop

Sketch a hip ceiling in X1

Sketch an octagonal ceiling in X1

Creating a regular or custom staircase

Add a spiral staircase in X1

Add a room under the stairs in X1

Attach a staircase to a room wall in Xactimate desktop

Add an exterior staircase in X1

Create a curved staircase

Create a flared staircase in Xactimate desktop

Copy a staircase from an underlay in X1

Add an angled tread to a staircase in X1

Change staircase ceiling type and dimensions in X1

Change the staircase shape and size in X1

Change custom staircase defaults

Modifying settings for staircase framing in X1

Adding a room below stairs and accompanying line items

Edit a railing and balustrade in X1

Add a railing and balustrade in X1

Add a railing and balustrade to a deck in X1

Edit the railing and balustrade on a deck in X1

Resize a roof in X1

Adding and editing an overhang to a roof in X1

Add a dormer to a roof in X1

Change the slope of a roof in X1

Change a roof slope orientation in X1

Change the eave and rake dimensions of a roof in X1

Add a custom truss spacing on a roof in X1

Set the roof framing type in X1

Change the roof wall height in 3D Sketch in X1

Adding roof walls from wireframe roofs

Enabling roof wall framing

Calculating roof waste

Add construction line items in X1

Construction preferences in X1

Calculate the square feet of waste in X1

Add a text annotation in X1

Add an arrow or line annotation in X1

Add a rectangle or an ellipse annotation in X1

Edit an annotation in X1

Print annotations in X1

Annotation options

Export an image from the estimate in X1

Attach an image in Sketch in X1

Sketch variables

Copy a Sketch from one estimate to another in desktop

About XactGen Roofing

Sketch glossary with keyboard shortcuts

Print a Sketch

Changing a wall opening type

Miscellaneous Sketch options

Using the Grid Align tool

Sketch glossary with no keyboard shortcuts

Elevation View

Sketching cabinets

Using the Sketch rotate tools in X1

Lists in the Quick Entry pane in X1

View item details in X1

Edit line item properties in X1

Add item tags in X1

Adjust depreciation calculations in X1

Use formulas to calculate line item prices in X1

Add an item not included in the price list in X1

Modify the item unit price in X1

Adjust the calculation of an item by quantity, unit, or price in X1

Attach or delete notes, images, or sound files to a line item in X1

Set salvage or restoration details in X1

Mark an item as paid when incurred in X1

Add Overhead and Profit to an item in X1

Change an activity code in X1

Adjust supporting events percentages in X1

Apply labor minimums for a line item in X1

View or adjust line item components in X1

Attach an image to a line item in X1

View a structure’s variables in Estimate Items in X1

Add a new group to an estimate in X1

Dimension a room using the grouping pane in X1

Create a grouping filter in X1

Turn a grouping filter on or off in X1

Review or print a scenario in X1

Add a line item to a scenario in X1

Add a line item in Xactimate desktop (X1)

Calculating electricity consumption cost for water mitigation equipment

Edit items in X1 with the Global Changes window

Using ITEL Now to obtain accurate line items

Summary and Grid view in the Quick Entry pane

Run a Sketch inspection in desktop

Run an inspection for the entire estimate in desktop

Return an assignment to XactAnalysis

Print or email reports from desktop

About claim reports

Using VeriskPay in Xactimate Desktop

Importing data from iGUIDE

Importing data from RestorationOS

Available third-party integrations

Requesting property data from third parties in Xactimate desktop

Third-party pricing in Xactimate desktop

Integrating with magicplan

Third-party integration split-screen view

Importing data from Tractable

XactRebuild

Request an assignment from XactAnalysis through Xactimate desktop

Importing and using underlays

Copy data from an existing project

Request a price list in Xactimate desktop

Use a checkpoint price list in desktop

Variation Reports

Labor Efficiencies in Xactimate desktop and online

How to import custom price lists

State tax websites

What happened to the inbox? How do I accept an assignment?

What is the difference between an instance and a profile?

How do I install the new version of Xactimate desktop?

How do I set instance preferences if I’m not registered with an Xactimate online instance?

If I create a filter, will others see it?

What is this lock symbol next to my project?

Where is the price list editor?

Downloading price lists

Where is the XactAnalysis Communications pane? How do I connect to XactNet?

Where do I find my XactNet Address in Xactimate desktop?

How do I add another profile to my options?

What file types can Xactimate desktop import?

How do I add photos to forms?

How do I print images?

Create a macro in Xactimate desktop

Load a macro in Xactimate desktop or online

Creating a Sketch template

Using a Sketch template

Create template documents

Download a template from the Online Sketch Gallery

Use XactAI to create photo descriptions in desktop

XactAI Line Item Advisor

Reviewing submitted Time and Materials data

About Xactimate Time & Materials

Submitting Time & Materials worksheets

Adding laborers to a project

Assigning Time & Materials worksheets

What's new for Xactimate desktop

Manually syncing instance data with XactAnalysis

You must be an Administrator to remove this application

Set defaults for vendor exchange in Xactimate desktop (X1)

Request a price list in Xactimate mobile

Download a project in Xactimate mobile

Upload a project in Xactimate mobile

FAQs for Xactimate mobile (Android)

Adding and removing line items on iOS devices

FAQs in Xactimate mobile (iOS)

iOS icons & category codes

Set tax jurisdictions in Xactimate mobile

Creating valuations in Xactimate mobile

Add or edit a company header or statement in mobile

Changing the deductible in mobile (iOS)

Searching for and filtering projects in Xactimate mobile

XactRebuild in mobile

Adding and removing line items on Android devices

Creating and viewing reports in Xactimate for iOS

Macros in Xactimate mobile

Depreciation in Xactimate mobile

Labor Efficiencies in Xactimate mobile

Obtaining data from third parties in Xactimate mobile

Use XactAI to create photo descriptions in mobile (iOS)

Sketch Scan

Using elevation view in Xactimate mobile

Copy rooms in Xactimate mobile

Copy levels in Xactimate mobile

Enabling staircase framing in Xactimate mobile

Import an underlay image in Xactimate mobile

Sketch view settings

How to create a sketch in Xactimate mobile

Sketch AR in Xactimate mobile (iOS)

Using Xactimate mobile (iOS) to measure downspouts and windows

Using Sketch AR to add doors and windows to existing rooms

Cabinets in Sketch AR

Sketch AR History

Auto Capture in Sketch AR

Closets in Sketch AR

Adding exteriors with Sketch AR

Sketch AR Properties

Contents capture with Sketch AR

Add stairs in Sketch AR

General Sketch AR information

Photos in Sketch AR

Areas of Interest in Sketch AR

Using Xactimate mobile (iOS) to measure fences and decks

Annotate images in Xactimate mobile

Add photos to forms in Xactimate mobile

Add or remove images in Xactimate mobile

Reattaching lost photos

Viewing photo dates

Using the photo archive

Share and export photos and videos in Xactimate mobile

Capture images in Xactimate mobile

Images in Sketch

Move photos in Xactimate mobile

Sync new profiles to Xactimate mobile

Capture room measurements with SketchCam in Xactimate mobile for Android

Calibrate your device for SketchCam on an Android device

Using a DISTO measuring device

Video Collaboration (iOS)

Accessing suggested items in Xactimate mobile

Viewing the information-security page in Xactimate mobile

Third-party pricing for mobile

What's new for Xactimate mobile

Using Single Object Recognition to add contents via camera

Creating and Downloading Reports in iOS

Create a new estimate in Xactimate mobile

Using Multiple Object Recognition to add contents via camera

Using Xactimate forms in mobile

Project ownership questions for mobile

Finding links to other Xactware products

XactXpert in Xactimate mobile

Icons for Xactimate iOS

Add multiple adjuster license numbers in Xactimate mobile (iOS)

Set preferences in XactContents

Download a price list in XactContents

Download the Excel inventory template in XactContents

How to Estimate a Burglary in XactContents

Create macros in XactContents

Upload macros in XactContents

Create an estimate in XactContents

Price an estimate inventory

View the claim dashboard

View claim information

Edit with the global changes wizard

Add item tags

Change coverage limits

Email vendor item links

Edit external item source

Review CAT/SEL

Distribute a claim

Enter receipts

Add a supplement

Record Payments

Edit an existing payment

Override a deferred amount

Review reports

Add or edit depreciation

How is depreciation calculated?

What happens to my deductible if it's absorbed?

Why isn't depreciation calculating on my line items?

What is the most efficient way to price out items?

How is depreciation calculated? How are the life expectancies determined?

What are inactive and discontinued items and how are they handled?

What is the difference between internal and external notes and how are they handled?

What are the differences between tax jurisdictions of the same percentage?

What do I do if I made a mistake in Payment Tracker?

What is the difference between Vendor and Combined items in the search results?

What is the difference between a supplement and a correction?

How do I get better search results?

Import inventory with Excel templates

Apply a status indicator in XactContents

Attach an image in XactContents

What are the differences in price lists, both in area and by month?

How is sale price, as compared to regular MSRP, handled in pricing search results?

XactContents XactAI Pricing

XactScope options

Changing XactScope user and project settings

About XactScope

XactScope water mitigation for iOS

Adding affected areas and objects in mobile XactScope sketches

XactScope roof and exterior prompt dependencies

Adding items in XactScope

XactScope Roof and Exterior for iOS

XactScope water mitigation prompt dependencies

Creating an XactScope roof and exterior sketch

Creating an XactScope water mitigation sketch

Using the water mitigation log

Using the Script pane in XactScope

Third-party pricing in XactAdmin

Xactware forms

Component Discounts

Adding profile owners in XactAdmin

Depreciation defaults

Associate Xactware forms in XactAdmin

Custom Depreciation Schedule

Create profile forms in XactAdmin

Overhead & Profit in XactAdmin Profiles

Opt into XactLink for carriers in XactAdmin - Profiles

Set depreciation defaults in Profiles in XactAdmin

Give XactRebuild estimate rights in profiles

Creating and editing model statements in XactAdmin - Profiles

Desktop Update Manager in XactAdmin

Create and add multiple users

Set preferences for export to email in XactAdmin

Add and delete users in XactAdmin

Configure security groups in XactAdmin

The Projects tab in XactAdmin

Model statements in XactAdmin

Set depreciation defaults in Instances in XactAdmin

Manage XactAI license information in XactAdmin

Assigning rights to restore previous versions

Find account information in XactAdmin

Configure XactLink for contractors in XactAdmin - Instances

Adjuster license numbers in XactAdmin

Add and import staff laborers

Find your instance ID in XactAdmin

Add XactAnalysis SP adjuster accounts in XactAdmin

Overhead and profit in XactAdmin Instances

Configure XactGen Roofing in XactAdmin

Configure Sketch Scan in XactAdmin

Enable integrated services in XactAdmin

Add or edit company headers in XactAdmin

Setting up XactRebuild estimates in XactAdmin

Create and edit model statements in XactAdmin - Instances

Edit and delete staff laborers

Financial account admins and account admins

How does Xactimate sync rules after they change in XactAdmin?

Scoring and weighing rules

Enable rules in XactXpert in XactAdmin

Sharing rules with profiles and instances

Editing XactXpert rules in XactAdmin

FAQs for XactXpert in XactAdmin

Mirroring in XactXpert

Rules for XactXpert

FAQs for XactXpert

Update license types in XactAdmin

XactAdmin glossary

What's new in XactAdmin

Renew subscriptions through XactAdmin

Profile feature: Integrated search for eBay not allowed

Profile feature: Non-price list items in estimate

Profile feature: Hide Internal Note

Profile feature: Coverage Factor

Profile feature: Salvage retention entered per line item

Profile feature: Add price list categories through estimate

Profile feature: Integrated search for Amazon not allowed

Profile feature: Paid when incurred

Profile feature: Catastrophe

Profile feature: Direct supplier request

Profile feature: Credit item

Profile feature: UK claim reports

Profile feature: Include Sketch in completion package Estimate reports

Profile feature: Automatically upload activity reports

Profile feature: Allow editing of system narrative sections

Profile feature: Loss reporting full roof replacement

Profile feature: Include Sketch in completion package for Final Draft report

Profile feature: Valid tax jurisdiction to print

Profile feature: Exclude recoverable depreciation

Profile feature: Accumulate removal with category

Profile feature: No claim manager

Profile feature: Require Underwriting Company

Profile feature: Generate English version of report with culture version

Profile feature: Reprice on complete or report

Profile feature: No overhead and profit

Profile feature: Third-party communication

Profile feature: Remove XactContents Collaboration

Profile feature: Show all permit and fee calculation types

Profile feature: Lock company header list

Profile feature: Signature capture

Profile feature: Remove Preserve item description when replacing checkbox

Profile feature: Turn off O&P default modification

Profile feature: Work Order

Profile feature: Track supplements and corrections

Profile feature: Vendor Requests

Profile feature: Don’t reset project status on assignments

Profile feature: Underwriting Checklist required

Profile feature: Payment Tracker

Profile feature: Underwriting Checklist

Profile feature: Turn off Video Collaboration

Profile feature: Show the XactScope tab in Sketch

Profile feature: Estimator

Profile feature: Water loss categories

Profile feature: Loss Reporting Full Wood Flooring Replacement

Profile feature: Enable Appointment Date

Profile feature: No Claimant Contact

Profile feature: Date job completed

Profile feature: Loss Reporting Partial Roof Replacement

Profile feature: Drying Days

Profile feature: Use Onsite checkbox with Estimated Onsite checkbox

Profile feature: Tax on neither

Profile feature: Enable zip code for assignments

Profile feature: Type of estimate

Profile feature: Loss Reporting Waiver

Profile feature: Type of Loss List Select only

Profile feature: Grand Total Adjustment

Profile feature: Contractor

Profile feature: Reference

Profile feature: Enable insured name in assignments

Profile feature: Enable Type of Loss if empty on assignments

Profile feature: Turn on Insured Name if empty on assignments

Profile feature: Modify Notes on Assignments

Profile feature: Agent code

Profile feature: Date project completed

Profile feature: Date projected complete

Profile feature: Enable claim number on assignments

Profile feature: No closing statement

Profile feature: Checkpoint price list matching

Profile feature: Show the File Number

Profile feature: Roof factor options

Profile feature: Allow Modify Taxes

Profile feature: Hide additional coverage

Profile feature: Date project assigned

Profile feature: Import Export Client

Profile feature: Show Roof Damage Replacement Information

Profile feature: Date projected start

Profile feature: Time and material module

Profile feature: Loss Reporting Full HVAC Component Replacement

Profile feature: Phone control enabled for assignments

Profile feature: Denial / Partial denial

Profile feature: No type of loss requirement

Profile feature: Last, first on contact name

Profile feature: Claim Rep

Profile feature: Cause of loss required

Profile feature: Enable insured address for assignments

Profile feature: Loss Reporting Full Siding Replacement

Profile feature: Show total loss

Profile feature: Reference is Insurer

Profile feature: Claim rep and Estimator fields not required

Profile feature: Enable date of loss on assignment

Profile feature: Date contacted field

Profile feature: Roof Type and Roof Age

Profile feature: Use onsite checkbox

Profile feature: Lock system settings from being modified except by carrier

Profile feature: Enable date received for assignments

Profile feature: Language approved Spanish (es-MX)

Profile feature: Language approved French (fr-CA)

Profile feature: Field Estimate

Profile feature: Upload in-progress estimates

Profile feature: Claim Status dropdown

Profile feature: Allow save to photo library

Profile feature: Video Capture

Profile feature: Claim number in valuations

Profile feature: Field Valuation

Profile feature: Use TPI workflow

Short descriptions of all profile features

What are profile features?

Renewing Xactimate licenses in Customer Portal

View and pay invoices in the Customer Portal

Adding licenses to Customer Portal

Adding admins to the Customer Portal

All Products > Xactimate desktop

227 articles

First Login & Setup

Get started with Xactimate desktop.

15 articles by 4 authors

The Project Dashboard

Download projects and adjust preferences.

26 articles by 2 authors

Create an Estimate

Produce accurate estimates using a variety of professional tools.

149 articles by 3 authors

Price Lists

Request, create, view, and manage your price lists.

6 articles by 1 author

Frequently Asked Questions

Answer your questions before you ask them.

14 articles by 1 author

Macros & Templates

Replicate repetitive tasks and save time with macros and templates.

6 articles by 1 author

XactAI in desktop

XactAI is a suite of capabilities powered by artificial intelligence that are purpose-build to enhance efficiency, consistency, and speed in claims handling.

2 articles by 1 author

Time & Materials

All you need to know for Xactimate Time & Materials projects

5 articles by 1 author

What's new for Xactimate desktop

If a Xactimate release includes any major changes, we highlight them here to provide you with updates; to view all changes, refer to the release notes on the eService Center.

Updated 3 months ago by Heather Jones

Manually syncing instance data with XactAnalysis

At times, Support may recommend that you fully sync instance data to resolve an issue. To do so, open Xactimate and navigate to Tools > XactAnalysis Connection (Note, you cannot access this from a project.). Select Initiate full protocol connection with XactAnalysis.

Updated 11 months ago by Heather Jones

You must be an Administrator to remove this application

A Microsoft Windows security update released on August 12, 2025, introduced changes to how Windows Installer (MSI) repairs are handled to address CVE-2025-50173. As a result, standard (non-admin) use…

Updated 1 year ago by Rose Gulley

Set defaults for vendor exchange in Xactimate desktop (X1)

To set order defaults for each vendor you work with for vendor requests, follow the instructions below. Before you begin, make sure the Vendor requests profile feature is active. You must activate th…

Updated 1 month ago by Jill Bowers