XACTIMATE LEVEL 2 CERTIFICATION
FINAL PAPER EXAMINATION QUESTIONS
AND FULLY CORRECT RESPONSES
GUARANTEED TO PASS
⩥ 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
FINAL PAPER EXAMINATION QUESTIONS
AND FULLY CORRECT RESPONSES
GUARANTEED TO PASS
⩥ 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