Questions and CORRECT Answers
Xactanalysis - CORRECT ANSWER - Allows you to send, receive and track assignments
electronically.
Xactimate - CORRECT ANSWER - Where the assignment can be opened and information
added to describe the loss and damages along with the estimated loss and repairs.
Xactanalysis - CORRECT ANSWER - When the assignment is complete is can be
returned to _______________ and used to create management reports that will help track the
efficiency of the workflow process
What is the best way to avoid adding a duplicate contact into Restoration Manager? - CORRECT
ANSWER - Perform a search to see if the contact already exists
When adding a company contact, you MUST add a Primary and a Secondary contact. -
CORRECT ANSWER - FALSE
A blue colored box in the New Lead form indicates: - CORRECT ANSWER - The box is
required to fill out
Even though it's not required, it is important to fill out the year the structure was built on the
form so the inspector will know if their might be asbestos in the building. - CORRECT
ANSWER - TRUE
What is NOT one of the options from the search drop down menu when searching for a job in
restoration manager? - CORRECT ANSWER - Job By Email
If you search for address information in the search box when the search category is set to
"name," the program will still be able to find the job you are searching for. - CORRECT
ANSWER - FALSE
, What is not one of the three sections in the Job Snap Shot? - CORRECT ANSWER -
Mileage and Other
Job progress is automatically updated when you add a date and time for the estimate progress in
the Estimator and Sales section in the Job Snap Shot. - CORRECT ANSWER - TRUE
You can track Tasks you have assigned in the Task Accountability section of the Dashboard. -
CORRECT ANSWER - TRUE
You can only use the task types Restoration Manager provides in the task type drop down. -
CORRECT ANSWER - FALSE
The correspondence subject field is limited to _____ characters. - CORRECT ANSWER -
233
The blue boxes in the correspondence field are not required to fill out. - CORRECT
ANSWER - FALSE
A document or photo must be on your desktop to upload it to Restoration Manager. - CORRECT
ANSWER - FALSE
To make changes to a referral source in a job, use the ___________ tab. - CORRECT
ANSWER - Additional Contacts
The project name in Xactimate and the Job ID in Restoration Manager must match to transfer the
estimate information. - CORRECT ANSWER - TRUE
Which tab do you click on to find the Xactimate estimate information? - CORRECT
ANSWER - Costs/Finacials