Xactimate Level 2 Certification UPDATED
ACTUAL Exam Questions and CORRECT
Answers
Claim Info - CORRECT ANSWER - contact information and location of the loss or repair
- can also enter information regarding the customer's policy
Creating a new estimate steps - CORRECT 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? - CORRECT 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 - CORRECT 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: - CORRECT 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? - CORRECT ANSWER - New Project
You can open a project directly from the Cloud > My Projects page.
True or False - CORRECT ANSWER - False
Where would you mark your project completed? - CORRECT ANSWER - Click Complete
Where would you add line items to your estimate? - CORRECT ANSWER - click
Estimate Items
Where would you record important dates relating to the loss? - CORRECT ANSWER -
Under Claim Info
When entering information in the Insured Info tab, you can only enter one address per estimate?
True or False - CORRECT ANSWER - False
The coverage/loss tab is not available in which profile? - CORRECT ANSWER -
Contractor
How often are Xactimate price lists typically updated? - CORRECT ANSWER - Monthly
Name the four sections that comprise the Sketch window... - CORRECT ANSWER - Tools
Search
Sketch workspace
Items
ACTUAL Exam Questions and CORRECT
Answers
Claim Info - CORRECT ANSWER - contact information and location of the loss or repair
- can also enter information regarding the customer's policy
Creating a new estimate steps - CORRECT 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? - CORRECT 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 - CORRECT 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: - CORRECT 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? - CORRECT ANSWER - New Project
You can open a project directly from the Cloud > My Projects page.
True or False - CORRECT ANSWER - False
Where would you mark your project completed? - CORRECT ANSWER - Click Complete
Where would you add line items to your estimate? - CORRECT ANSWER - click
Estimate Items
Where would you record important dates relating to the loss? - CORRECT ANSWER -
Under Claim Info
When entering information in the Insured Info tab, you can only enter one address per estimate?
True or False - CORRECT ANSWER - False
The coverage/loss tab is not available in which profile? - CORRECT ANSWER -
Contractor
How often are Xactimate price lists typically updated? - CORRECT ANSWER - Monthly
Name the four sections that comprise the Sketch window... - CORRECT ANSWER - Tools
Search
Sketch workspace
Items
