Xactimate mobile

17 articles

Upload a project in Xactimate mobile

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 3 months ago by Jill Bowers

Request a price list in Xactimate mobile

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 3 months ago by Jill Bowers

Download a project in Xactimate mobile

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 3 months 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 estimates you have downloaded or created. Tap a project to view and edit content. Tap the add ic…

Updated 3 months ago by Rachel Wilson

Annotate images in Xactimate mobile

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 3 months 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 estimates you have downloaded or created. Tap a project to view and edit content. Tap the add ic…

Updated 3 months 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 3 months ago by Jill Bowers

Copy rooms in Xactimate mobile

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 3 months ago by Jill Bowers

Add a line item in Xactimate mobile

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 3 months ago by Jill Bowers

Capture room measurements with SketchCam in Xactimate mobile

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 3 months 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 a few…

Updated 3 months 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 3 months 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 3 months ago by Jill Bowers

Set tax jurisdictions in Xactimate mobile

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…

Updated 3 months ago by Jill Bowers

Copy levels in Xactimate mobile

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 3 months ago by Jill Bowers

Create a new estimate in Xactimate mobile

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 3 months ago by Jill Bowers

Add or remove images for Xactimate mobile

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…

Updated 3 months ago by Jill Bowers

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