xactimate 28 ios mobile installation guide - xactware · xactimate mobile - installation guide page...

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1Xactimate Mobile - Installation Instructions

INTRODUCTION

This chapter walks you through the installation and registration of Xactimate Mobile. It provides you with step-by-step instructions for installing and registering Xactimate Mobile on your device. By following the instructions in this chapter, you should have Xactimate Mobile installed and ready to use in no time at all.

NOTE REGARDING INSTALLATION AND DISTRIBUTION

Xactimate Mobile is published as a free application on the existing application stores available for each device. Once installed, you are required to register before you are able to access price lists, enter items or upload projects. Before installing Xactimate Mobile on your device, it is critical that your device meets the minimum system requirements for Xactimate Mobile.

XACTIMATE MOBILE USER MANAGEMENT

To manage your Xactimate Mobile licenses, contact Xactware Sales Office at 1-800-424-XACT (9228).

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Workflow Overview

WORKFLOW OVERVIEW

Xactimate Mobile is more than an application for scoping. An estimator can receive an assignment, build a model of the structure using Sketch, estimate for structural and contents, settle onsite, and then upload the assignment back to XactAnalysis – all from a mobile iOS or Android device.

Additional benefits include:

XactNet Address: Xactimate Online contains one single XactNet Address that can be shared with multiple devices.

Cloud Services:

– Access to more data without major storage issues.

– Data can be automatically saved to the Xactimate Cloud.

– Data can be access from any device or through Xactimate Online.

– Data syncing between Xactimate Online and mobile devices occurs automatically.

Xactimate Online and Xactimate Mobile one version for the 28 series.

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System Requirements

SYSTEM REQUIREMENTS

Apple

– The operating system iOS6 is required. To download iOS6, visit the Apple website at www.apple.com/ios/io6/.

– For the best application performance, Xactware recommends the following Apple Devices:

Android

– Android requires Ice Cream Sandwich or later (version 4.0+).

– For the best application performance, Xactware recommends the following Android devices:

Data Plan or Online Access

Xactimate Online Account

– Contact Sales to set up your account.

– Contact your Company’s Administratorion

Device Model

iPhone iPhone 3GS, iPhone 4, iPhone 4S, iPhone 5

iPod iPod touch 4th Generation, iPod touch 5th Generation

iPad iPad 2, iPad (latest release), iPad Mini

Tablet Model

ASUS Transformer Pad Infinity TF700T

ASUS Nexus 7 ME370T

Samsung Galaxy Tab 2 (10.1) GT-P5113

ASUS Transformer Pad TF300T

Phone Model

Motorola Droid Razr XT912

HTC One X S720E

Samsung Galaxy S II Epic 4G Touch SPH-D710

HTC Droid Incredible 4G ADR6410

Samsung Galaxy S III SCH-I535, SCH-R530, SGH-I747, SPH-L710, SGH-T999

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http://www.apple.com/ios/ios6/

http://www.apple.com/ios/ios6/

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Xactimate Mobile - iOS Installation

XACTIMATE MOBILE - IOS INSTALLATION

The Xactimate Mobile application can be downloaded from the App Store from your iDevice. This is a free application, but you are required to register before you can access price lists, enter items or export estimates.

Make sure you have an active connection to the Internet.

1. On your device, tap App Store.

2. Locate and install Xactimate.

Once the download and installation is complete, an Xactimate Mobile icon appears on your device.

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Logging In and Registering

LOGGING IN AND REGISTERING

LOGIN

1. On your device, tap the Xactimate app.

2. Select Region & Language and then tap Next.

3. Type your XID and Password and then tap Login.

Note: To activate your Xactware ID and Password, contact your Xactimate Online administrator, or Xactware Sales to setup an account.

The Select Profiles dialog box appears.

4. Tap one or multiple Profiles and then Next to continue.

Note: If you have multiple instances installed, the option to select the instance appears prior to selecting the profile(s).

GET AN XACTWARE ID


2. Select Region & Language, and then tap Next.


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3. On the Xactimate login page, tap Get an Xactware ID.

A browser window opens to the Xactware ID Management page.

4. Type in the required information, and then tap Create Xactware ID.

Xactware ID must be a valid email address.

Password requirements:

– Must be at least eight characters long.

– Must have at least one letter upper or lower case.

– Must have at least one number.

– Must be different than the Xactware ID.

Enter in you first and last name.

Alternate email address and security question is optional.

5. Tap Create Xactware ID.


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6. Open your email and click the authentication link.


7. Go back to Xactimate mobile and login with your Xactware ID and password.

Note: To activate your Xactware ID and Password, contact your Xactimate Online administrator, or Xactware Sales to setup an account.

FIND YOUR XACTWARE ID



3. On the Xactimate login page, tap Forgot your Xactware ID or password?


4. On the Find your Xactware ID, type in the requested information.

5. Tap Recover ID.

If the information entered matches our records, the Xactware ID is returned and appears on the screen.

FORGOT YOUR PASSWORD



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3. On the Xactimate login page, tap Forgot your Xactware ID or password?


4. Tap Forgot your Xactware ID or password?

5. Type in your Xactware ID, and then tap Next.

6. Tap My Xactware ID email address and Reset Password.

An email has been sent to your primary email address.


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7. Open the email from XID and click the link to reset your password.

8. Type in your new password, retype, and then tap Reset Password.

9. Open Xactimate Mobile app. and login.

Note: If you are still having problems logging in, contact your administrator or Xactware Support for further assistance.

REGISTER

Note: The Register option is only available if you haven’t already registered in Xactimate Online.

1. In Xactimate Mobile, on the top-right menu, tap Settings.

2. In Settings, on Registration, tap XN Address.

3. Review the License Agreement, to proceed, click Accept.

4. On the Online Registration dialog box, type in your information, and then click OK.

Note: You can sign-in to multiple devices by associating these devices to your XactNet address.


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Getting to Know Xactimate Mobile

GETTING TO KNOW XACTIMATE MOBILE

1. Tap the arrow under Local and the following options appear:

Cloud Projects - This view displays a list of available projects on Xactimate Online. You can download files to your device or delete them from the Xactimate Online Server.

Local Projects - Estimates downloaded from Xactimate Online are stored on your device and locked to other users. By uploading the estimates back to Xactimate Online, or XactAnalysis, the estimate lock is removed and the latest changes are saved to the server.

New Assignments - This view displays a list of new assignments available on XactAnalysis. These assignments can be accepted or rejected.

2. Project Activity - A graphical overview of New, In Progress and Completed estimates appear under the this option. As estimates are completed, a daily average is calculated based on a 30 day time frame.

3. Map - The iOS 6 Maps functionality and Xactimate Mobile are completely integrated. Once the estimate has been downloaded to your mobile device, you are able to automatically set your current location and


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the location to your next job. The map gives you turn-by-turn directions to the job site, along with 3D mode, and satellite view.

4. Settings - The Settings gives you the option to login & logout, use WiFi only, change your Region & Language format, and view the OS version.

5. Profiles - Tap the ‘+’ sign to see a list of Profiles that are synced to the device and create a new estimate.


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6. Filter and Sorting - Specify what projects you want to see, in what order, and add additional Profiles, by using the Filter and Sorting options.


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Receive Estimates from the Cloud

RECEIVE ESTIMATES FROM THE CLOUD

1. On the Projects list, tap the arrow and select Cloud Projects.

A list of estimates and their status appear.

2. To download the estimate onto your device, tap the cloud icon.

A Loading message appears.

3. Under Cloud, tap the arrow and select Local Projects.

The downloaded estimate appears in your list.

4. Tap the estimate to open.

The estimate is opened and you can begin working on it.

CREATE AN ESTIMATE ON YOUR DEVICE AND UPLOAD TO XACTIMATE ONLINE

1. In Local, tap the ‘+’ sign and select the profile.

A new estimate is opened.

2. Enter in all of the scoping information and exit the estimate.

Note: To upload to Xactimate Online, the estimate can be in an In Progress or Completed status.


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3. On Local, tap the arrow.

The estimate details are displayed.

4. On the estimate details, tap the cloud.

The estimate is sent to Xactimate Online.

5. In Xactimate Online, select the Projects tab.

The estimate appears in the list.

TRANSFER ESTIMATES FROM XACTIMATE DESKTOP TO XACTIMATE MOBILE

Estimates can originate in Xactimate and sent to Xactimate Mobile to be worked on once you are onsite. To transfer an estimate to Xactimate Mobile,

1. In the Xactimate Control Center, navigate to the Projects tab.

A list of all of your projects appear.

2. On the All Projects pane, select one of two options:

Right-click on the estimate and then select Send to Cloud.


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Select the estimate and then click the Send to Cloud icon.

The Data Transfer Project dialog box appears.

If no conflicts exist, the estimate is automatically transferred.

3. On the Transfer complete dialog box, click OK.

4. If the estimate was sent previously, you have the option to Skip, Rename, or Overwrite.

5. Click Send.

The Transfer Results dialog box appear.

6. Click Close.

The estimate appears in Xactimate Online and is available to download to Xactimate Mobile. For more information on downloading estimates on your Mobile device see, “Receive Estimates from the Cloud” on page 13.

RETRIEVE ESTIMATE FROM THE CLOUD BY DATA TRANSFER

1. In Xactimate, click Data Transfer.

The Data Transfer dialog box appears.

2. In the Transfer Type group, select the Cloud.


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3. In the Action Group, select Retrieve.

4. Click Select Item(s).

The Data Transfer dialog box appears.

5. Select the estimate and then click Retrieve.

The Transfer Results dialog box appears.

6. Click Close.

7. On the Projects tab, verify the transferred project is listed under All Projects.

RETRIEVE ESTIMATES FROM THE PROJECTS TAB - CLOUD

1. In Xactimate, on the Projects tab, click Cloud.

A list of all the Estimate on the Cloud appear.


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2. Select the estimate, and then click the Retrieve from Cloud icon.

The Transfer Results appears.

3. To view the retrieved estimate, click Local.


xactimate 28 ios mobile installation guide - xactware · xactimate mobile - installation guide page...

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