Requesting data from third parties in Xactimate desktop

Xactimate integrates with multiple third parties that provide the sketch of a property along with accompanying photos and reports. Xactimate users with third-party integrations enabled can send a request for data and have it automatically imported to a project. Xactimate applies Verisk price lists to ensure that the pricing for the claim is accurate.

Importing data from iGUIDE

Users can use Planitar’s iGUIDE to create an accurate sketch without having to measure anything. Users obtain special 360-degree cameras from Planitar and use them to capture images from multiple loc…

Sketch viewing options

Name . Keyboard Shortcut . Description . Notes . Pan Tool Space or H Hold the spacebar to continually pan or use it once to make one pan movement Zoom Z Activate a zoom cursor Click in the Sketch wor…

Sketch quick reference for Xactimate desktop

Tools. The following ribbon buttons and keyboard shortcuts can be accessed from the Tools tab in Sketch , allowing you to place and modify objects in the Sketch workspace. Ribbon Button Keyboard Shor…

View claim information

The first screen you see when opening a new estimate is the Claim Info. Here, you can see all the insured’s information pertaining to this loss. Depending on your company settings, this screen may lo…

Third-party integration split-screen view

Some third-party vendors, such as Hover, that provide Sketch data also include links to their website so you can view both the sketch and the vendor site side-by-side. To enable the side-by-side view…

Reviewing submitted Time and Materials data

Worksheets. As each worksheet is completed, you, as the project manager that assigned them, receive in-app notifications; if you do not have Xactimate open, the notifications appear when you do open…

Lists in the Quick Entry pane in X1

The table at the bottom of the Quick Entry pane conveys important information about line items, including the following. The Cat list shows how line items are organized into material and labor catego…

Creating an XactScope water mitigation sketch

To use XactScope for water mitigation, first create a Sketch floorplan in Xactimate via Estimate > Sketch (or import the sketch). Once you have created your sketch, switch to the XactScope tab at the top of the Sketch window.

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.

What's new for Xactimate desktop

If a Xactimate release includes any major changes, we highlight them here to provide you with updates; to view all changes, refer to the release notes on the eService Center.

Sketch glossary with no keyboard shortcuts

Add line item Add line items to the selected room by selecting the room and then double clicking a blank row in the Items bar at the bottom of the Sketch window. A small window appears where you can…

Add a spiral staircase in X1

Spiral staircases can be tricky. Before you begin, you will need three pieces of information: The degree the stairs rotate (for instance, does it create a full circle?). The total number of risers. T…

Desktop keyboard shortcuts

Keyboard shortcuts provide an alternative way to navigate an estimate. General project shortcuts. Shortcut Description Ctrl + N Go to Insured Info Ctrl + R Go to Parameters Ctrl + I Open Photos Ctrl…

Import .esx project files from your computer to Xactimate desktop

To import files, navigate to Tools > Data Transfer and select Import. Select the folder icon to find the folder and then select SELECT DATA to add the actual file.