XACTIMATE LEVEL 2 CERTIFICATION EXAM QUESTIONS AND
Xactimate Level 2 Certification Exam
ANSWERS (VERIFIED AND WELL DETAILED ANSWERS) LATEST
Study online at https://quizlet.com/_hidcre
1. Claim Info contact information and location of the loss or repair
- can also enter information regarding the customer's
policy
2. Creating a new estimate steps 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.
3. How do you add a new project? 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
4. Changing Project Profiles from 1 Save and Exit the project
Carrier vs Contractor 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
5. Creating a New Estimate: 1. From Xactimate Dashboard Local Page, click NEW PRO-
JECT
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
, Xactimate Level 2 Certification Exam
Study online at https://quizlet.com/_hidcre
field
5. Click create
6 Select a price list you want to use
6. Where do you click to create a new New Project
project?
7. You can open a project direct- False
ly from the Cloud > My Projects
page.
True or False
8. Where would you mark your pro- Click Complete
ject completed?
9. Where would you add line items to click Estimate Items
your estimate?
10. Where would you record impor- Under Claim Info
tant dates relating to the loss?
11. When entering information in the False
Insured Info tab, you can only en-
ter one address per estimate? True
or False
12. The coverage/loss tab is not avail- Contractor
able in which profile?
13. How often are Xactimate price lists Monthly
typically updated?
14. Name the four sections that com- Tools
prise the Sketch window... Search
Xactimate Level 2 Certification Exam
ANSWERS (VERIFIED AND WELL DETAILED ANSWERS) LATEST
Study online at https://quizlet.com/_hidcre
1. Claim Info contact information and location of the loss or repair
- can also enter information regarding the customer's
policy
2. Creating a new estimate steps 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.
3. How do you add a new project? 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
4. Changing Project Profiles from 1 Save and Exit the project
Carrier vs Contractor 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
5. Creating a New Estimate: 1. From Xactimate Dashboard Local Page, click NEW PRO-
JECT
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
, Xactimate Level 2 Certification Exam
Study online at https://quizlet.com/_hidcre
field
5. Click create
6 Select a price list you want to use
6. Where do you click to create a new New Project
project?
7. You can open a project direct- False
ly from the Cloud > My Projects
page.
True or False
8. Where would you mark your pro- Click Complete
ject completed?
9. Where would you add line items to click Estimate Items
your estimate?
10. Where would you record impor- Under Claim Info
tant dates relating to the loss?
11. When entering information in the False
Insured Info tab, you can only en-
ter one address per estimate? True
or False
12. The coverage/loss tab is not avail- Contractor
able in which profile?
13. How often are Xactimate price lists Monthly
typically updated?
14. Name the four sections that com- Tools
prise the Sketch window... Search
