First Login & Setup

14 articles

Desktop keyboard shortcuts

Keyboard shortcuts provide an alternative way to navigate an estimate. General project shortcuts. Shortcut Description Ctrl + N Go to Insured Info Ctrl + R Go to Parameters Ctrl + I Open Photos Ctrl…

Updated by Heather Jones

Support and training for Xactimate desktop

Online helps : Search for or browse contents within this database to find help on common topics. Training : Verisk offers a variety of training resources for novice and advanced users, ranging from f…

Updated by Heather Jones

Set default preferences in Xactimate desktop

In the Project Dashboard you can set default preferences for your General user account, specific Projects , Pricing , Sketch , and 3rd Party vendors. These defaults are applied to new projects only.…

Updated by Heather Jones

Create an Xactware ID for Xactimate desktop

Your Xactware ID provides easy and secure access to multiple Xactware solutions with a single login and password combination. Your Xactware ID is usually the email address with which you access Xactw…

Updated by Heather Jones

Sync instances and profiles in Xactimate desktop

As part of logging in to Xactimate desktop (X1), you are asked to select your instance. If you have access to more than one instance, you may need to scroll to find the instance you need. Once you fi…

Updated by Jill Bowers

Migrating to the new version of Xactimate desktop

See the following PDF for details on migrating from Xactimate 28 to X1 Migrating to the new version of Xactimate desktop (2022).pdf

Updated by Heather Jones

Changing passwords in Xactimate

Update password. If you need to update your password, follow these steps: Note: If your company manages your Xactware account and password, these instructions do not apply; you must work with your co…

Updated by Heather Jones

Navigating Xactimate desktop

The Navigation pane appears on the left side of the Xactimate screen; however, if you have it minimized to only show icons, the words are not visible. If that is the case, you can either expand the menu by selecting the expand icon () at the top of the menu or select the icon for the navigation option you need.

Updated by Heather Jones

Changing language settings in X1

You can change the language settings for Xactware in general or only for reports. Change the general language in the login screen. Change the report language in the reports window.

Updated by Mara K

Switching instances in Xactimate desktop

You have two options for choosing your instance if your account has access to multiple instances. You can choose an instance when you first sign into Xactimate, or you can change instances from withi…

Updated by Heather Jones

Metric and imperial measurements

Xactimate can show measurements in either metric or imperial units; however, it determines which one to use based on location. If you are using Xactimate in the US, or another country that uses imper…

Updated by Jennifer B.

Xactimate desktop updater

The XactimateUpdater utility is designed to perform an "in-place" update of Xactimate desktop (X1). This tool allows a user with administrative privileges to update their existing install to the latest version without uninstalling the current version of the application. This tool removes the installed program files without removing data or settings and then installs the latest version of the program.

Updated by Heather Jones

Logging into Xactimate desktop

To log in to Xactimate, open the app and go through the following steps...

Updated by Heather Jones

Modifying Quick Entry settings

You now have the option to modify the default setting for what happens after you accept changes. To do so, navigate to Preferences > General from the project list and select the default setting you want to use.

Updated by Heather Jones