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How to Exit 3D View in Xactimate

Oct 06, 2024

If you're an insurance adjuster or contractor who works with Xactimate, you may find yourself navigating through the 3D view to create detailed estimates for property damage. While the 3D view can be a powerful tool, it's important to know how to exit it when you're done with your work. Here are the steps to exit 3D view in Xactimate:

1. Close the 3D View Tab: Once you have completed your work in the 3D view, simply locate the tab that displays the 3D view and click on the 'X' icon to close the tab. This will return you to the regular 2D estimating view.

2. Use the Navigation Bar: Another way to exit the 3D view is by using the navigation bar at the bottom of the screen. Look for the '2D' button on the navigation bar and click on it to switch back to the 2D view.

3. Keyboard Shortcut: Xactimate also offers a keyboard shortcut to exit the 3D view. Simply press the 'Esc' key on your keyboard to return to the 2D view.

4. Save Your Work: Before exiting the 3D view, it's important to save your work to ensure that any changes or updates are preserved. Click on the save icon in the toolbar to save your estimate before exiting the 3D view.

By following these simple steps, you can seamlessly exit the 3D view in Xactimate and continue with your estimate process. Knowing how to efficiently navigate the different views and tools within Xactimate can help you streamline your workflow and improve the accuracy of your insurance claim estimates.

It's important to continually enhance your knowledge of Xactimate's features and functionalities to be more efficient in your day-to-day work. Whether you're a beginner or an experienced user, staying updated with the latest tips and tricks can make a significant difference in your estimation process.

In conclusion, being able to exit the 3D view in Xactimate is a fundamental skill for insurance adjusters and contractors using the software. By using the provided techniques, you can seamlessly transition back to the 2D view and effectively manage your estimates. Remember to save your work and stay updated with the latest Xactimate tips to optimize your estimation process.

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