First Login & Setup

15 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

Learn more about Xactimate desktop

Verisk has many resources to help users learn more about Xactimate. Online help documentation: You can search our library of help documentation for answers to common questions, solutions for potentia…

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

Syncing profiles in Xactimate desktop

When a user works with multiple companies, they may have access to multiple profiles within their instance. Syncing these profiles allows users to create and access projects from all the synced profi…

Updated by Heather Jones

Change 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

Xactimate desktop (X1) patch limit FAQ

To ensure that users have access to the latest features, security updates, and improvements, it is crucial to use software versions released within the past six months. This will help us provide the…

Updated by Rose Gulley

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

Mandatory Xactimate desktop (X1) update

Update Xactimate Troubleshoot issues with the update. Update Xactimate. Mandatory updates Starting July 24, 2025 (initially planned for June 2025), users will be required to update Xactimate® desktop…

Updated by Rose Gulley

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 (X1) 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 Rose Gulley

Sign in to 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