XACTIMATE CERTIFICATION 2026 Exam Actual Study Guide - Practice-Ready Answer Guide

XACTIMATE CERTIFICATION 2026 Exam Actual Study Guide - Practice-Ready Answer Guide Claim Info - answer - contact information and location of the loss or repair - can also enter information regarding the customer's policy Creating a new estimate steps - answer - Click new project, make sure Estimate is selected in the top field, highlight the project name and type the name of the project or keep "date based" project name, choose correct profile and select, click create. Select a price list and click next. Select tax jurisdiction for estimate and click Done. How do you add a new project? - answer - 1 Add a new project from local page, click New Project button. New project window appears. 2 Change default name to (example) XW-Lopez- followed by your initials 3 Click "create" to add the new project - the project will appear on your dashboard Changing Project Profiles from Carrier vs Contractor - answer - 1 Save and Exit the project 2 From the local page, click on the estimate 3 From the pull-out menu, click duplicate 4 Verify the project has a unique name 5 Select the correct Profile from the menu 6 Click OK, the duplicated project is now available Creating a New Estimate: - answer - 1. From Xactimate Dashboard Local Page, click NEW PROJECT 2. Make sure Estimate is selected in the top field 3. Highlight the project name (based on today's date) and type the name of the project or you can change to name specific 4. Make sure the correct profile is selected in the profile field 5. Click create 6 Select a price list you want to use Where do you click to create a new project? - answer - New Project You can open a project directly from the Cloud My Projects page. True or False - answer - False Where would you mark your project completed? - answer - Click Complete Where would you add line items to your estimate? - answer - click Estimate Items Where would you record important dates relating to the loss? - answer - Under Claim Info When entering information in the Insured Info tab, you can only enter one address per estimate? True or False - answer - False The coverage/loss tab is not available in which profile? - answer - Contractor How often are Xactimate price lists typically updated? - answer - Monthly Name the four sections that comprise the Sketch window... - answer - Tools Search Sketch workspace Items Zoom to extend - answer - I need my entire Sketch diagram displayed quickly Plan View - answer - This is the default view I see when clicking on the Sketch tab Zoom to Selection - answer - I need to zoom in closer to see my door measurements Plan Tool - answer - I need to move my drawing to the top of the Sketch Workspace Zoom In - answer - My diagram is too small. I need to zoom in to make it larger You can use the Missing Wall tool to delete an entire wall? True or False - answer - True Using the click and drag method of adding an object like a Doorway to sketch changes the default size of the door? True or False - answer - True What color must the measurement be before you can click on it and type in the new measurement? - answer - Blue When typing in a foot and inch measurement, a comma can be used to separate the two numbers, i.e. 5,6? True or False - answer - True Where can you deduct for a wall opening (door, window, missing wall)? - answer - Properties window Before dragging a wall handle, holding down the which key on your keyboard will create a new room? - answer - CNTRL - control What does a number in parentheses represent when it follows a room name? e.g., closet (1) - answer - The room is a Sub-group What is the keyboard shortcut for the Undo function? - answer - Ctrl+Z The variable PF stands for floor perimeter. True or False - answer - True Replace - answer - + Plus sign Remove - answer - - Minus sign Remove & Replace - answer - & Install Only - answer - I Detach & Reset - answer - R Material Only - answer - M This quick entry field represents a two-letter code for each item quantit