Xactimate questions / Photos and documentation

How should photos be organized in Xactimate Mobile?

Create a room, elevation, or phase-based photo organization standard for easier estimate and file review.

01

The practical answer

Organize photographs according to a standard that matches how the team reviews the property. Common approaches use exterior elevations, roof, interior rooms, mechanical areas, contents, or inspection phases. The important point is that every team member uses the same naming and placement logic.

02

Why this matters in a real field file

Good photographs become difficult to use when they are scattered, duplicated, or assigned to unclear folders. Organization affects field-to-office handoff, estimate review, report production, and the speed of finding support later.

  • Define folder and room naming rules
  • Move misplaced images before leaving
  • Remove accidental duplicates according to company policy
  • Keep overview and detail images together
  • Confirm the final order makes sense to another reviewer
03

How Parrot Key teaches it

Parrot Key can grade a redacted training file by timing how long a reviewer needs to find the sketch location, overview, detail, and scale image for a selected condition.

FAQ

Frequently asked questions

  • Can photos be moved between folders in Xactimate Mobile?

    Official mobile documentation describes moving individual or multiple images between folders. Confirm the steps for the current platform and app version used by the team.

SRC

Sources and official references

These links point to product owners or other primary sources. Parrot Key uses them as references and writes its training guidance independently.

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