Xactimate knowledge center
Xactimate Questions, Answered From the Field
Straight answers about Xactimate Mobile, room sketching, assisted capture, photographs, estimate review, macros, devices, and team training. Every guide is written for contractors, estimators, independent adjusters, and public adjusters who need the workflow to hold up beyond the demonstration.
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Use these guides before a class, during team practice, or when a file exposes a workflow gap. Product-specific statements link to the software owners' current documentation.
Getting started
6 guidesLearn what Xactimate Mobile does, who uses it, and how it fits into a property inspection and estimating workflow.
Read the answer What is the difference between Xactimate Mobile, Desktop, and Online?Compare Xactimate Mobile, Desktop, and Online by field use, device, workflow, and team handoff.
Read the answer What device is best for Xactimate Mobile training?Choose a practical phone or tablet setup for Xactimate Mobile field training and daily estimating work.
Read the answer Is Xactimate Mobile still supported on Android?Understand the announced Xactimate Mobile Android support timeline and what teams should do before changing devices.
Read the answer What is the difference between Xactimate training and certification?Understand the difference between practical Xactimate workflow training and official Verisk certification.
Read the answer How should an Xactimate Mobile project be set up before an inspection?Use a pre-inspection Xactimate Mobile setup checklist to prevent wrong-project, price-list, and synchronization problems.
Read the answerSketching and capture
6 guidesLearn the room-by-room logic behind a checked Xactimate Mobile interior sketch.
Read the answer How do you connect adjacent rooms correctly in Xactimate?Understand shared walls, openings, and orientation when building connected Xactimate interior sketches.
Read the answer Can you use a Leica DISTO with Xactimate Mobile?Learn how a compatible laser measurement workflow can support Xactimate Mobile sketching and verification.
Read the answer What is the difference between Sketch AR, Sketch Scan, and Auto Capture in Xactimate Mobile?Compare Xactimate Mobile camera and sensor-assisted capture workflows without treating automation as automatic accuracy.
Read the answer How should an Xactimate Auto Capture sketch be verified?Use a controlled verification process for Xactimate assisted room capture before relying on sketch quantities.
Read the answer How should a roof sketch be prepared for Xactimate Mobile?Prepare and verify a roof sketch before using its geometry and quantities in an Xactimate Mobile estimate.
Read the answerPhotos and documentation
5 guidesBuild an overview-to-detail property photo sequence that another reviewer can follow without guessing.
Read the answer How should photos be annotated in Xactimate Mobile?Use concise, accurate Xactimate Mobile photo annotations that add context without making unsupported conclusions.
Read the answer How should photos be organized in Xactimate Mobile?Create a room, elevation, or phase-based photo organization standard for easier estimate and file review.
Read the answer What should you do if Xactimate Mobile photos appear to be missing?Respond methodically when mobile estimate photographs appear missing, moved, archived, or unsynchronized.
Read the answer What makes an Xactimate field file complete?Use a practical field-file review covering project details, sketch, photos, notes, quantities, and estimate handoff.
Read the answerEstimating workflow
6 guidesUnderstand when on-site Xactimate estimating is practical and how to keep speed from replacing review.
Read the answer How do Xactimate macros work?Learn what Xactimate macros can speed up, what they cannot decide, and how teams should review them.
Read the answer When should an Xactimate price list be selected or updated?Treat Xactimate price-list selection as a controlled project decision rather than an automatic shortcut.
Read the answer How should Xactimate line items be selected?Connect Xactimate line-item selection with observed work, quantity, activity, notes, and supporting documentation.
Read the answer What should be reviewed before marking an Xactimate estimate complete?Use a final Xactimate quality-control check before changing project status or handing off the estimate.
Read the answer How can an Xactimate Mobile estimate be shared or exported?Plan Xactimate Mobile report, photo, and project handoffs according to recipient, format, and company procedure.
Read the answerTeam training
4 guidesCompare shared Xactimate skills with the different responsibilities of contractors, independent adjusters, and public adjusters.
Read the answer What can an Xactimate lunch and learn cover?Build a focused Xactimate lunch-and-learn agenda for contractors, adjusters, suppliers, associations, or attorney-partner events.
Read the answer Can contractors and adjusters attend the same Xactimate class?Design a mixed-role Xactimate class around shared field standards without blurring professional responsibilities.
Read the answer How can Magicplan fit into an Xactimate workflow?Understand how Magicplan capture and reporting can support, but not replace, a reviewed Xactimate estimate workflow.
Read the answerTurn answers into habits
