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24 articles
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 2 years ago by Jill Bowers
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…
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 9 months ago by Heather Andersen
Frequently asked questions for Xactimate mobile on iOS devices
Updated 3 months ago by Heather Andersen
Annotate images in iOS & Android. From the Photos page, tap the photo album that contains the images you want to annotate.
Updated 6 months ago by Heather Andersen
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…
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…
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…
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…
Stand a few feet away from a wall and position yourself about midway between the wall's corners. Hold the device in the same position as when you calibrate to ensure the most accurate results. For in…
Before you can use SketchCam with your Android device, you need to calibrate it. For best results, calibrate your device before using SketchCam for the first time and then about once a week afterward…
You can use a DISTO measuring device with Xactimate mobile. According to their website , "Leica DISTOs combine convenient, easy-to-use laser measurement with certified range and accuracy." To use DIS…
Updated 1 month ago by Heather Andersen
If you have ClaimXperience and are using an iOS device, you can access it from the main page of Xactimate mobile by tapping the hamburger menu on the top left and navigating to More > ClaimXperience.…
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…
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…
To access Object Recognition in your project, navigate to XactContents in the left menu. Select Object Recognition.
Updated 2 weeks ago by Heather Andersen
To create a report in Xactimate mobile, open the project and navigate to Documents > Reports. Tap the plus button in the top right and select the report you want from the list that appears. This auto…
While using Sketch AR, there are a few general tips that will help with accuracy. Hold the camera pointed at the floor, but while capturing points, angle it so that plenty of wall is visible. Capture…
Updated 3 months ago by Jill Bowers
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…
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…
Not all forms allow for images, so if your form does not include the option, but you need to add them within the forms, contact Xactware to create a custom form for your profile. For those forms that…
Updated 5 months ago by Heather Andersen
If your device is equipped with lidar, you can use it with Sketch AR to quickly create precise sketches. Follow the instructions on the screen to create your sketch.
Xactimate forms differ from reports in that the fields are not automatically populated. Forms are meant to be filled out by the user and provide additional information for the estimate reviewers. Profile owners can also use forms to guide users through their expected business flow. Xactimate comes with numerous forms built-in, but you can also create custom forms in Xactimate Admin if you are the profile owner.
Add images for iOS. Open a project, and tap the menu in the upper-left corner. Select Photos. If you’re starting a new estimate, you’ll see a blank page with placeholders for photos, videos, and albu…
