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Xactimate Projects and Cloud

  • Alena Wilson
  • August 14, 2024

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Logging in on my desktop to connect with Xactimate’s dashboard—this is the main hub of the program. Whether you’re on the desktop or online version, they look almost identical. Today, I’m focusing on the desktop. If you’re using the professional version, especially out in the field on a laptop, remember you can easily pull projects from the cloud to your PC. Just click on ‘All projects’ to access everything! #Xactimate #DesktopVersion #InsuranceClaims #FieldWork
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AI Turns Adjuster PDF Into Xactimate ESX in Minutes

There’s a really awesome A.I. tool that will take the adjuster’s PDF and turn it into an ESX file that can be imported into Xactimate in just a few minutes.

Sign up for your free trial at: https://app.claimsflow.io/signup

Use code Alena400 for your free line items!

You can find out more about how we help contractors stop leaving money behind on insurance related work, go to estimatemastery.com

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On this week’s live, I’ll be showing the biggest changes you can make before storm season hits so you can hit the ground running this year and be as profitable on your insurance work as possible.

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Alena Wilson December 31, 2025

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