This Xactimate Level 2 Certification Exam 2026/2027 study resource contains 80+ exam-style questions, answers, True/False items, definitions, and step-by-step procedures across 13 pages. It provides focused preparation for intermediate Xactimate estimating skills, covering project creation, estimate setup, Claim Info, project profiles, price lists, tax jurisdictions, Estimate Items, Sketch tools, property-loss estimating, depreciation, insurance coverages, inspection results, and estimate completion.
The project and estimate-management material explains how to create new projects and estimates, select appropriate profiles and price lists, change between carrier and contractor profiles, record important loss dates, work with insured information, mark projects complete, and manage estimates that need further changes. The document also reviews how Xactimate price lists are typically updated, how completed estimates interact with inspection checks, and how an estimate can be returned to an In Progress status for modification.
A substantial portion concentrates on Xactimate Sketch and construction-estimating functions. Students review the Tools, Search, Sketch Workspace, and Items sections of the Sketch window, together with Plan View, Zoom to Extents, Zoom to Selection, Zoom In, Plan Tool, Missing Wall, Square Break, Room Properties, staircase tools, floor orientation, measurements, wall openings, room subgroups, and keyboard shortcuts. Roof-estimating material covers roof properties, perimeter variables, roof subgroups, overbuilds, roof locks, ridges, spans, rafters, slopes, 3D roof visualization, and techniques for modifying roof geometry while preventing the ridge from shifting.
The resource also provides detailed review of line-item entry and estimating calculations, including Replace, Remove, Remove & Replace, Install Only, Detach & Reset, and Material Only activities. It addresses units of measurement, item activity fields, Reference Search, Related-Item and Similar-Item searches, default calculations, unit pricing, item information, manual waste calculations, and Quick Entry keyboard navigation. For example, the supplied material gives the formula (Variable)*1.15 for manually adding 15% waste and identifies carpet, vinyl sheet goods, and shingles as items for which waste is not automatically included in the item's cost.
Claims and insurance-estimating concepts include recoverable and non-recoverable depreciation, Coverage A Dwelling, Coverage B Other Structures, Coverage C Personal Property, and Coverage D Additional Living Expense (ALE). The material connects these concepts with Claim Info parameters, opening and closing statement tokens, depreciation defaults, personnel and date information, and the broader estimate workflow. This combination of software procedures and property-claims terminology makes the resource useful for learners who need both practical Xactimate navigation and estimating-concept review.
For authoritative supplementary study, candidates can consult Verisk Xactimate for current information about the estimating platform. Because software interfaces, certification requirements, workflows, and features can change between releases, official current Xactimate training and certification materials should take precedence whenever they differ from this 2026/2027 study document.
This document is particularly relevant for Xactimate users preparing for Level 2 certification, including property insurance adjusters, independent adjusters, restoration estimators, claims professionals, contractors, property-loss estimators, and professionals who already understand basic Xactimate functionality and want intermediate-level practice. It is especially useful for reviewing estimate creation, Sketch operations, roof estimating, line-item calculations, depreciation, insurance coverage categories, project workflows, and common keyboard and interface functions before a certification assessment.
Keywords: Xactimate Level 2 Certification, Xactimate Level 2 Exam, Xactimate Level 2 questions and answers, Xactimate Certification , Xactimate exam preparation, Xactimate practice questions, Xactimate estimating, Xactimate estimates, Xactimate Sketch, Xactimate roof sketch, Xactimate roofing, Xactimate line items, Xactimate Quick Entry, Xactimate Claim Info, Xactimate project profiles, Xactimate price lists, property damage estimating, insurance claims estimating, property claims, claims adjuster, insurance adjuster, restoration estimating, recoverable depreciation, non recoverable depreciation, Coverage A Dwelling, Coverage B Other Structures, Coverage C Personal Property, Coverage D Additional Living Expense, ALE, roof estimating, roof locks, roof span, roof slope, rafters, Square Break tool, Sketch Workspace, estimate items, waste calculation, Xactimate shortcuts, Xactimate training, Xactimate certification practice
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Xactimate Level 2 Certification
Exam 2026/2027 Exam All
Answers and Illustrations
Given
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
