Xactimate questions / Getting started
Compare Xactimate Mobile, Desktop, and Online by field use, device, workflow, and team handoff.
Field guidance by Neil Baumann
Working adjuster and Parrot Key instructorUpdatedThe three platforms support overlapping estimating work but are designed for different operating environments. Mobile emphasizes inspection and field use, Desktop supports a broader workstation workflow, and Online provides browser-based access. The right choice depends on the assignment, device, company process, and features the user needs.
Teams lose time when they choose a platform by habit instead of deciding where each stage of the file should happen. A useful standard defines what must be completed at the property, what can be reviewed in the office, and how the file moves between users without losing context.
Parrot Key can build a blended workflow in which the field user captures a complete file in Mobile and the office reviewer performs the checks or revisions that make more sense on a larger screen.
No. Availability and interface details can differ by platform, device, subscription, and product release. Confirm current requirements in Verisk documentation before standardizing a company workflow.
These links point to product owners or other primary sources. Parrot Key uses them as references and writes its training guidance independently.
Verisk product documentation covering current mobile sketch, project, report, and measurement topics.
Verisk overview of Xactimate platforms, subscriptions, training, and related resources.
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