Xactimate mobile

61 articles

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 instance by following the steps be…

Updated by Jill Bowers

Capture room measurements with SketchCam in Xactimate mobile for Android

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…

Updated by Heather Jones

Calibrate your device for SketchCam on an Android device

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…

Updated by Heather Jones

Using a DISTO measuring device

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 by Heather Jones

Video Collaboration

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.…

Updated by Heather Jones

Accessing suggested items in Xactimate mobile

The suggested items feature in Xactimate mobile automatically provides a list of line items that would likely be needed for the open project. This list is based on the following: Type of loss . Type…

Updated by Heather Jones

Viewing the information-security page in Xactimate mobile

To view the Information Security FAQ page, open Xactimate and navigate to Help > Help Center > Information Security FAQ.

Updated by Heather Jones

Third-party pricing for mobile

About third-party pricing . When you request third-party pricing for line items, our partners use the latest data and algorithms to provide an accurate price. Not all items allow for third-party pric…

Updated by Jill Bowers

What's new for Xactimate mobile

If an Xactimate release includes any major changes, we highlight them here to provide you with updates; to view greater details on these changes (when necessary), select the article links included with each update.

Updated by Heather Jones

Using Single Object Recognition to add contents via camera

To access Single Object Recognition in your project, navigate to XactContents in the left menu. Select Object Recognition.

Updated by Heather Jones

Creating and Downloading Reports in iOS

To create a report in Xactimate mobile, open the project and navigate to Documents > Reports. Complete the following: Select the plus button in the upper-right. In the New Report screen that opens, s…

Updated by Heather Jones

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 by Jill Bowers

Using Multiple Object Recognition to add contents via camera

Accessing object recognition Object Recognition is only available for projects in instances that include Contents. It works best in a well-lit room with limited clutter and when the device is held ve…

Updated by Heather Jones

Using Xactimate forms in mobile

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.

Updated by Heather Jones

Project ownership questions for mobile

Q: Why is there a check-out/locking system for projects? A: The system allows you to disconnect from the internet and work on your project without other users overwriting your changes. Q: What happen…

Updated by Heather Jones

Finding links to other Xactware products

Within Xactimate, navigate to My Account > Verisk products and select the OPEN or GET text in the field for the application you need to open. OPEN appears if you have the application downloaded, and it automatically opens the associated app; GET appears if you do not have the application downloaded, and it opens the applicable store to that app so that you can download it.

Updated by Heather Jones

XactXpert in Xactimate mobile

XactXpert investigates estimates and other projects based on rules associated with a profile or instance. In Xactimate mobile, users can use XactXpert to filter alerts, arrange rules, and combine or…

Updated by Jill Bowers

Icons for Xactimate iOS

iOS icons. Meaning. Sketch. Sketch roofs Dimensioned roof Barrel roof Dutch hip roof Flat shed roof Gabel roof Gambrel roof Half hip roof Hip roof Partial hip Turret roof Sketch rooms Sketch room Ske…

Updated by Jill Bowers