Xactimate Level 1 Certification Exam
with correct answers and rationale
graded A+ new!!
Section 1: Xactimate Fundamentals & Navigation (Questions 1-30)
1. What is the primary purpose of Xactimate?
A. Accounting software
B. Project scheduling
C. Property damage estimating
D. CAD drafting
Answer: C
Rationale: Xactimate is designed to create accurate estimates for residential and commercial
property repairs after losses. It is the industry-standard platform used by insurance carriers,
adjusters, and contractors for property damage claims. -12
2. Which company develops and maintains Xactimate?
A. Autodesk
B. Microsoft
C. Verisk
D. Oracle
Answer: C
Rationale: Verisk developed and maintains the Xactimate estimating platform. Verisk also describes
Level 1 Xactimate User Certification as "Xactimate Fundamentals." -1-12
3. What is the only way to create an Xactimate estimate?
A. Through XactAnalysis only
B. Directly within Xactimate
C. Through a third-party integration
D. Through Verisk's website
Answer: B
Rationale: The statement that the only way to create an Xactimate estimate is through XactAnalysis
is False. Estimates are created directly within the Xactimate software. XactAnalysis is a separate
platform for assignment management and data transfer. -2-10
4. What are the four steps in the 4-Step Estimating Process?
,A. Setup, Measure, Price, Submit
B. Claim Info, Sketch, Estimate Items, Complete
C. Inspect, Sketch, Price, Report
D. Claim Info, Measure, Price, Close
Answer: B
Rationale: The 4-Step Estimating Process consists of: 1. Claim Info, 2. Sketch, 3. Estimate Items, 4.
Complete. This workflow guides users from project setup through estimate finalization. -2-10
5. Is it mandatory to follow the 4-Step Estimating Process in its exact order?
A. True
B. False
Answer: B
Rationale: While the 4-Step Estimating Process provides a recommended workflow, it is not
mandatory to follow it in exact order. Users can navigate between sections as needed. -2-10
6. At the fundamental level of learning, where is it recommended to add or create a project?
A. Control Center tab
B. Projects tab
C. Dashboard
D. XactAnalysis
Answer: B
Rationale: At the fundamental level of learning, it is recommended to add or create a project from
the Projects tab, not the Control Center tab. The Control Center is for global application settings and
preferences. -2-10
7. With an Internet connection, you can download and upload a XactAnalysis assignment.
A. True
B. False
Answer: A
Rationale: With an Internet connection, users can download and upload XactAnalysis assignments
directly within Xactimate, enabling seamless data transfer between the platform and XactAnalysis. -
2-10
8. How often are Xactimate price lists generally updated?
A. Monthly
B. Quarterly
,C. Annually
D. Every two years
Answer: B
Rationale: Xactimate price lists are updated quarterly and vary by geographic region. Using current
pricing ensures accurate Replacement Cost Value (RCV) calculations for estimates. -3-12
9. Which component determines local labor and material costs in Xactimate?
A. User Profile
B. Dashboard
C. Sketch
D. Price List
Answer: D
Rationale: Price Lists contain region-specific pricing that is updated regularly. The price list selected
for an estimate determines the labor and material costs used in calculations. -12
10. What does pressing F1 do in Xactimate?
A. Opens Sketch tools
B. Opens Help for the current screen
C. Saves the estimate
D. Opens Preferences
Answer: B
Rationale: Pressing F1 in Xactimate opens the Help documentation relevant to the current screen or
function being used. -11-17
11. What keyboard shortcut opens the Quick Entry window?
A. Ctrl + Q
B. Ctrl + E
C. Alt + F2
D. Shift + Tab
Answer: B
Rationale: Ctrl + E opens the Quick Entry window in Xactimate, allowing users to type line item
codes directly (e.g., "RFG 300" for roofing shingles) without browsing the price list. This significantly
speeds up estimate writing. -8
12. What keyboard shortcut opens the Sketch tab quickly?
A. Ctrl + S
B. Ctrl + T
, C. Ctrl + K
D. Ctrl + R
Answer: C
Rationale: Ctrl + K opens the Sketch tab quickly in Xactimate, allowing efficient navigation between
estimate components. -11-17
13. What is the keyboard shortcut for resetting visible windows within the Sketch workspace?
A. Ctrl + R
B. Ctrl + Shift + R
C. Ctrl + Alt + R
D. F5
Answer: B
Rationale: Ctrl + Shift + R resets all visible windows in the Sketch workspace to their default layout.
This is a time-saving shortcut that restores the workspace without manually repositioning windows. -
5-7-9
14. Where in Xactimate can you change the default wall thickness for all future estimates?
A. Claim Info > Parameters
B. Control Center > Preferences
C. Estimate Reports > Settings
D. Tools > Options
Answer: B
Rationale: The Control Center contains global application settings, and under Preferences you can
set default values such as wall thickness. These settings apply to all new estimates created. -5-7-9
15. What is a macro in Xactimate?
A. A report format
B. A group of saved line items
C. A pricing database
D. A sketch level
Answer: B
Rationale: A macro in Xactimate is a group of saved line items that can be recalled and applied to
estimates for efficiency. Macros help standardize repetitive estimating tasks. -11-17
16. Which of the following is NOT an option through the Contact Manager?
A. Contacts
B. Users
with correct answers and rationale
graded A+ new!!
Section 1: Xactimate Fundamentals & Navigation (Questions 1-30)
1. What is the primary purpose of Xactimate?
A. Accounting software
B. Project scheduling
C. Property damage estimating
D. CAD drafting
Answer: C
Rationale: Xactimate is designed to create accurate estimates for residential and commercial
property repairs after losses. It is the industry-standard platform used by insurance carriers,
adjusters, and contractors for property damage claims. -12
2. Which company develops and maintains Xactimate?
A. Autodesk
B. Microsoft
C. Verisk
D. Oracle
Answer: C
Rationale: Verisk developed and maintains the Xactimate estimating platform. Verisk also describes
Level 1 Xactimate User Certification as "Xactimate Fundamentals." -1-12
3. What is the only way to create an Xactimate estimate?
A. Through XactAnalysis only
B. Directly within Xactimate
C. Through a third-party integration
D. Through Verisk's website
Answer: B
Rationale: The statement that the only way to create an Xactimate estimate is through XactAnalysis
is False. Estimates are created directly within the Xactimate software. XactAnalysis is a separate
platform for assignment management and data transfer. -2-10
4. What are the four steps in the 4-Step Estimating Process?
,A. Setup, Measure, Price, Submit
B. Claim Info, Sketch, Estimate Items, Complete
C. Inspect, Sketch, Price, Report
D. Claim Info, Measure, Price, Close
Answer: B
Rationale: The 4-Step Estimating Process consists of: 1. Claim Info, 2. Sketch, 3. Estimate Items, 4.
Complete. This workflow guides users from project setup through estimate finalization. -2-10
5. Is it mandatory to follow the 4-Step Estimating Process in its exact order?
A. True
B. False
Answer: B
Rationale: While the 4-Step Estimating Process provides a recommended workflow, it is not
mandatory to follow it in exact order. Users can navigate between sections as needed. -2-10
6. At the fundamental level of learning, where is it recommended to add or create a project?
A. Control Center tab
B. Projects tab
C. Dashboard
D. XactAnalysis
Answer: B
Rationale: At the fundamental level of learning, it is recommended to add or create a project from
the Projects tab, not the Control Center tab. The Control Center is for global application settings and
preferences. -2-10
7. With an Internet connection, you can download and upload a XactAnalysis assignment.
A. True
B. False
Answer: A
Rationale: With an Internet connection, users can download and upload XactAnalysis assignments
directly within Xactimate, enabling seamless data transfer between the platform and XactAnalysis. -
2-10
8. How often are Xactimate price lists generally updated?
A. Monthly
B. Quarterly
,C. Annually
D. Every two years
Answer: B
Rationale: Xactimate price lists are updated quarterly and vary by geographic region. Using current
pricing ensures accurate Replacement Cost Value (RCV) calculations for estimates. -3-12
9. Which component determines local labor and material costs in Xactimate?
A. User Profile
B. Dashboard
C. Sketch
D. Price List
Answer: D
Rationale: Price Lists contain region-specific pricing that is updated regularly. The price list selected
for an estimate determines the labor and material costs used in calculations. -12
10. What does pressing F1 do in Xactimate?
A. Opens Sketch tools
B. Opens Help for the current screen
C. Saves the estimate
D. Opens Preferences
Answer: B
Rationale: Pressing F1 in Xactimate opens the Help documentation relevant to the current screen or
function being used. -11-17
11. What keyboard shortcut opens the Quick Entry window?
A. Ctrl + Q
B. Ctrl + E
C. Alt + F2
D. Shift + Tab
Answer: B
Rationale: Ctrl + E opens the Quick Entry window in Xactimate, allowing users to type line item
codes directly (e.g., "RFG 300" for roofing shingles) without browsing the price list. This significantly
speeds up estimate writing. -8
12. What keyboard shortcut opens the Sketch tab quickly?
A. Ctrl + S
B. Ctrl + T
, C. Ctrl + K
D. Ctrl + R
Answer: C
Rationale: Ctrl + K opens the Sketch tab quickly in Xactimate, allowing efficient navigation between
estimate components. -11-17
13. What is the keyboard shortcut for resetting visible windows within the Sketch workspace?
A. Ctrl + R
B. Ctrl + Shift + R
C. Ctrl + Alt + R
D. F5
Answer: B
Rationale: Ctrl + Shift + R resets all visible windows in the Sketch workspace to their default layout.
This is a time-saving shortcut that restores the workspace without manually repositioning windows. -
5-7-9
14. Where in Xactimate can you change the default wall thickness for all future estimates?
A. Claim Info > Parameters
B. Control Center > Preferences
C. Estimate Reports > Settings
D. Tools > Options
Answer: B
Rationale: The Control Center contains global application settings, and under Preferences you can
set default values such as wall thickness. These settings apply to all new estimates created. -5-7-9
15. What is a macro in Xactimate?
A. A report format
B. A group of saved line items
C. A pricing database
D. A sketch level
Answer: B
Rationale: A macro in Xactimate is a group of saved line items that can be recalled and applied to
estimates for efficiency. Macros help standardize repetitive estimating tasks. -11-17
16. Which of the following is NOT an option through the Contact Manager?
A. Contacts
B. Users
