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20 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 11 months 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 1 month ago by Heather Andersen
Frequently asked questions. 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. Tap the add ic…
Updated 11 months ago by Rachel Wilson
Annotate images in iOS & Android. From the Photos page, tap the photo album that contains the images you want to annotate. From inside the album page, tap the photo that needs edits. The image previe…
Updated 11 months ago by Jake D.
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 calibrated. Point the device at the first corner wher…
Updated 11 months ago by James F
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 a few…
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 11 months ago by Bethany W.
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 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 2 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…
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…
