Xactimate mobile

18 articles

Upload a project

Upload a project from iOS. After logging in to Xactimate mobile, you will automatically be directed to your Local list.. In this list of projects, find the estimate you want to upload to Xactimate on…

Updated 1 week ago by Jill Bowers

Request a price list

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 1 week ago by Jill Bowers

Download a project

Download a project in iOS. When you first log in to Xactimate mobile, you'll automatically be directed to your Local list. From the Local list , tap the menu in the upper-left corner. Select Cloud an…

Updated 1 week ago by Jill Bowers

FAQs in Xactimate mobile (iOS)

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

Updated 1 week ago by Rachel Wilson

Annotate images

Annotate images in iOS & Android. From the Photos page, tap the photo album that has the images you want to annotate. From inside the album page, tap the image that needs edits. The image preview wil…

Updated 1 week ago by Jill Bowers

FAQs for Xactimate mobile (Android)

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

Updated 1 week ago by Jake D.

Add new profiles to Xactimate mobile

Adding new profiles in iOS & Android. Before you begin adding new profiles to your project, it’s best to make sure that your own profile is added and synced to your online instance’s key code. You ca…

Updated 1 week ago by Jill Bowers

Copy rooms

Copying rooms in iOS & Android. Start with an open project. Tap the menu in the upper-left corner of the page. Select Estimate from the drop-down menu. There are two options on the Estimate page: Ske…

Updated 1 week ago by Jill Bowers

Add a line item

Adding a line item in iOS. After you log in to Xactimate mobile, open your project. Before you can add items, you must have a price list selected. Read this article to learn how to select, add, and c…

Updated 1 week ago by Jill Bowers

Add an adjacent room

Press and drag out any wall of the room. Tap the + icon to add the new room.

Updated 1 week ago by Jake D.

Capture room measurements with SketchCam

Stand at the mid-point of the wall, a few feet away from the wall. Hold the device in the same position as when you calibrated. Point the device at the first corner where the floor meets the walls, a…

Updated 1 week ago by James F

Calibrate your device for SketchCam

Before you can use SketchCam , you need to calibrate your device. For best results, your device should be calibrated before using SketchCam for the first time, and then about once a week. Stand at th…

Updated 1 week ago by James F

Use a DISTO measuring device

According to their website , "Leica DISTOs combine convenient, easy-to-use laser measurement with certified range and accuracy." You can use a DISTO measuring device with Xactimate mobile. To use DIS…

Updated 1 week ago by Bethany W.

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 1 week ago by Jill Bowers

Set tax jurisidctions

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…

Updated 1 week ago by Jill Bowers

Copy levels

Copy levels in iOS & Android. Start with an open project, then tap the menu icon in the upper-left corner. Tap Estimate from the drop-down menu. This will open an Estimate page with two options liste…

Updated 1 week ago by Jill Bowers

Create a new estimate

Create a new estimate in iOS and Android. The first page you see after logging into Xactimate mobile is your Local list.. From the Local list , tap the + sign in the upper-right corner. A new project…

Updated 1 week ago by Jill Bowers

Add or remove images

Add images for iOS. Open a project, and tap the menu in the upper far-left corner. Select Photos. If you’re starting a new estimate, you’ll see a blank page with placeholders for photos, videos, and…

Updated 1 week ago by Jill Bowers

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