xactimate 28 android mobile installation guide - xactware · xactimate mobile - installation guide...

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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).

timate Mobile - Installation Guide Page 1

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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)

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

timate Mobile - Installation Guide Page 3

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

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

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Xactimate Mobile - Android Installation

XACTIMATE MOBILE - ANDROID INSTALLATION

The Xactimate Mobile application can be downloaded from the Play Store on your device. 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 PlayStore.

2. Locate and install Xactimate.

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

timate Mobile - Android Installation Guide Page 4

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Logging In and Registering

LOGGING IN AND REGISTERING

LOGIN

1. On your device, tap the Xactimate app.

2. Select the 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 Sync Selected.

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 on 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.


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5. Tap Create Xactware ID.

FORGOT 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.

The Recovered ID is returned.

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 is sent to your primary email address with directions to reset your password.


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7. Open the XID email and click the link.


8. Type in the new Password and retype to confirm.

9. Tap Reset Password.

10. Go to Xactimate Mobile and login with your XID and Password.

Note: If the information entered does not match our records, a message is returned informing you to contact Support for further assistance.

REGISTER

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

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

The License Agreement appears.

3. Review the License Agreement, and then 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. Local - Estimates that have been downloaded from Xactimate Online are stored on your device and locked to other users. By uploading the estimates to the Cloud, or back to XactAnalysis, the estimate lock is removed and the latest changes are saved to the server.

a. To view Local projects, swipe left.

2. Cloud - 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.

3. New Assignments - This view displays a list of new assignments available on XactAnalysis. These assignments can be accepted or rejected by connecting to Xactimate Online.

b. To view New Assignments, swipe right.


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

5. Map - Once the estimate has been downloaded to your mobile device, you are able to automatically set your current location and the location to your next job. The map displays a traffic and satellite view.

6. Search Projects - As you start typing the Project name, and the matching projects appear in the adjacent window.


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7. Profile List - Tap the ‘+’ sign to select the Profile and create a new estimate.

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


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Receive Estimates from the Cloud

RECEIVE ESTIMATES FROM THE CLOUD

1. On Project menu, if Cloud Projects is not selected, swipe right or left.

A list of estimates and their status appear.

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

The estimate is downloaded and appears in Local Projects.

3. To view the estimate, go to your Local Projects by swiping to the left.

The estimate status changes from In Progress to Checked out, and the record is locked to other users.

4. Tap to open the estimate.


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CREATE AN ESTIMATE ON YOUR DEVICE AND UPLOAD TO XACTIMATE ONLINE

1. In Xactimate Mobile, 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.

3. On Local Projects, 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:


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

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.


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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 AN 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.

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.


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6. Click Close.

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

RETRIEVE AN ESTIMATE FROM THE CLOUD TO XACTIMATE

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

A list of all the Estimate on the Cloud appear.

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 android mobile installation guide - xactware · xactimate mobile - installation guide...

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