XACTIMATE LEVEL 1 CERTIFICATION
PRACTICE EXAM |ALREADY GRADED A+
GUARANTEED PASS!!!
Section 1: Project & Claim Setup
1. What is the correct sequence for creating a new estimate in Xactimate?
A. Click New Project → Select Estimate → Name the project → Choose
Profile → Select Price List → Select Tax Jurisdiction
B. Select Price List → Click New Project → Name the project → Choose
Profile → Click Done
C. Name the project → Click New Project → Choose Profile → Select Price
List → Click Done
D. Click New Project → Choose Profile → Select Price List → Name the
project → Click Done
Correct Answer: A
Rationale: The correct sequence is: Click New Project, ensure Estimate is
selected in the top field, highlight and type the project name, choose the
correct profile, click Create, select a price list, and select the tax
jurisdiction. This follows Xactimate's 4-step estimating process.
,---
2. Where do you click to create a new project in Xactimate?
A. The File menu
B. The "New Project" button on the Local Page/Dashboard
C. The Estimate menu
D. The Sketch tab
Correct Answer: B
Rationale: To create a new project, you click the "New Project" button on
the Xactimate Dashboard/Local Page. This opens the project creation
dialog where you can select Estimate type, name the project, and choose
your profile and price list.
---
3. What information can you enter in the Claim Info section of an estimate?
A. Contact information and location of the loss
B. Sketch dimensions
C. Estimate line items
,D. Roof pitch calculations
Correct Answer: A
Rationale: The Claim Info section is where you enter contact information
and location of the loss. You can also enter information regarding the
customer's insurance policy. It does not contain sketch dimensions, line
items, or roof calculations.
---
4. When duplicating a project to change its profile (e.g., from Carrier to
Contractor), what is the correct procedure?
A. Open the project, change the profile in the Claim Info section, and save
B. Save and Exit the project, select the estimate from the Local page, click
Duplicate, verify a unique name, select the correct Profile from the menu,
and click OK
C. Create a new project and manually re-enter all information
D. Copy the estimate file in Windows Explorer and rename it
Correct Answer: B
, Rationale: The correct procedure is to: Save and Exit the project; from the
Local page, click on the estimate; from the pull-out menu, click Duplicate;
verify the project has a unique name; select the correct Profile from the
menu; click OK. The duplicated project is now available.
---
5. What is the shortcut used in Model Statements to pre-fill data already
recorded in an estimate?
A. Variable
B. Token
C. Macro
D. Link
Correct Answer: B
Rationale: Tokens automatically pre-fill data from the estimate into Model
Statements.
---
6. Where in Xactimate can you change the default wall thickness for all
future estimates?
PRACTICE EXAM |ALREADY GRADED A+
GUARANTEED PASS!!!
Section 1: Project & Claim Setup
1. What is the correct sequence for creating a new estimate in Xactimate?
A. Click New Project → Select Estimate → Name the project → Choose
Profile → Select Price List → Select Tax Jurisdiction
B. Select Price List → Click New Project → Name the project → Choose
Profile → Click Done
C. Name the project → Click New Project → Choose Profile → Select Price
List → Click Done
D. Click New Project → Choose Profile → Select Price List → Name the
project → Click Done
Correct Answer: A
Rationale: The correct sequence is: Click New Project, ensure Estimate is
selected in the top field, highlight and type the project name, choose the
correct profile, click Create, select a price list, and select the tax
jurisdiction. This follows Xactimate's 4-step estimating process.
,---
2. Where do you click to create a new project in Xactimate?
A. The File menu
B. The "New Project" button on the Local Page/Dashboard
C. The Estimate menu
D. The Sketch tab
Correct Answer: B
Rationale: To create a new project, you click the "New Project" button on
the Xactimate Dashboard/Local Page. This opens the project creation
dialog where you can select Estimate type, name the project, and choose
your profile and price list.
---
3. What information can you enter in the Claim Info section of an estimate?
A. Contact information and location of the loss
B. Sketch dimensions
C. Estimate line items
,D. Roof pitch calculations
Correct Answer: A
Rationale: The Claim Info section is where you enter contact information
and location of the loss. You can also enter information regarding the
customer's insurance policy. It does not contain sketch dimensions, line
items, or roof calculations.
---
4. When duplicating a project to change its profile (e.g., from Carrier to
Contractor), what is the correct procedure?
A. Open the project, change the profile in the Claim Info section, and save
B. Save and Exit the project, select the estimate from the Local page, click
Duplicate, verify a unique name, select the correct Profile from the menu,
and click OK
C. Create a new project and manually re-enter all information
D. Copy the estimate file in Windows Explorer and rename it
Correct Answer: B
, Rationale: The correct procedure is to: Save and Exit the project; from the
Local page, click on the estimate; from the pull-out menu, click Duplicate;
verify the project has a unique name; select the correct Profile from the
menu; click OK. The duplicated project is now available.
---
5. What is the shortcut used in Model Statements to pre-fill data already
recorded in an estimate?
A. Variable
B. Token
C. Macro
D. Link
Correct Answer: B
Rationale: Tokens automatically pre-fill data from the estimate into Model
Statements.
---
6. Where in Xactimate can you change the default wall thickness for all
future estimates?
