Xactimate 28
Xactanalysis - ANSAllows you to send, receive and track assignments electronically.
Xactimate - ANSWhere the assignment can be opened and information added to describe the
loss and damages along with the estimated loss and repairs.
Xactanalysis - ANSWhen 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? -
ANSPerform a search to see if the contact already exists
When adding a company contact, you MUST add a Primary and a Secondary contact. -
ANSFALSE
A blue colored box in the New Lead form indicates: - ANSThe 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. - ANSTRUE
What is NOT one of the options from the search drop down menu when searching for a job in
restoration manager? - ANSJob 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. - ANSFALSE
What is not one of the three sections in the Job Snap Shot? - ANSMileage 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. - ANSTRUE
You can track Tasks you have assigned in the Task Accountability section of the Dashboard. -
ANSTRUE
You can only use the task types Restoration Manager provides in the task type drop down. -
ANSFALSE
The correspondence subject field is limited to _____ characters. - ANS233
The blue boxes in the correspondence field are not required to fill out. - ANSFALSE
, A document or photo must be on your desktop to upload it to Restoration Manager. -
ANSFALSE
To make changes to a referral source in a job, use the ___________ tab. - ANSAdditional
Contacts
The project name in Xactimate and the Job ID in Restoration Manager must match to transfer
the estimate information. - ANSTRUE
Which tab do you click on to find the Xactimate estimate information? - ANSCosts/Finacials
To find a breakdown of overhead and profit, which category do you select? - ANSMileage and
Other
It is important to add a dollar sign when filling out the cost of the manually entered line item. -
ANSFALSE
Making a new budget overwrites any old budget. - ANSTRUE
For a 28% increase, you would need to change the budget by what amount? - ANS72%
From the Job Details window, select the __________ tab to begin entering work orders. -
ANSLosses
Work Orders can't be printed. - ANSFALSE
How can you tell if a job has been pushed from Xactimate? - ANSYou will see a "Create WOs"
tab with the Verisk logo.
True or False: The budget button allows the user to assign budget percentages to Materials,
Labor and Equipment. - ANSTRUE
To add more than one piece of equipment to a job from the list, hold the ____ key as you select
the pieces. - ANSCTRL
You can't type a date in the due date box. You must click on the calendar to add a date. -
ANSFALSE
In addition to tracking equipment used on jobs, the Equipment Summary Report can track
consumables used on the job. - ANSTRUE
To see a complete history of what jobs a piece of equipment was used on, click the
______________ button. - ANSShow Usage
Xactanalysis - ANSAllows you to send, receive and track assignments electronically.
Xactimate - ANSWhere the assignment can be opened and information added to describe the
loss and damages along with the estimated loss and repairs.
Xactanalysis - ANSWhen 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? -
ANSPerform a search to see if the contact already exists
When adding a company contact, you MUST add a Primary and a Secondary contact. -
ANSFALSE
A blue colored box in the New Lead form indicates: - ANSThe 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. - ANSTRUE
What is NOT one of the options from the search drop down menu when searching for a job in
restoration manager? - ANSJob 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. - ANSFALSE
What is not one of the three sections in the Job Snap Shot? - ANSMileage 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. - ANSTRUE
You can track Tasks you have assigned in the Task Accountability section of the Dashboard. -
ANSTRUE
You can only use the task types Restoration Manager provides in the task type drop down. -
ANSFALSE
The correspondence subject field is limited to _____ characters. - ANS233
The blue boxes in the correspondence field are not required to fill out. - ANSFALSE
, A document or photo must be on your desktop to upload it to Restoration Manager. -
ANSFALSE
To make changes to a referral source in a job, use the ___________ tab. - ANSAdditional
Contacts
The project name in Xactimate and the Job ID in Restoration Manager must match to transfer
the estimate information. - ANSTRUE
Which tab do you click on to find the Xactimate estimate information? - ANSCosts/Finacials
To find a breakdown of overhead and profit, which category do you select? - ANSMileage and
Other
It is important to add a dollar sign when filling out the cost of the manually entered line item. -
ANSFALSE
Making a new budget overwrites any old budget. - ANSTRUE
For a 28% increase, you would need to change the budget by what amount? - ANS72%
From the Job Details window, select the __________ tab to begin entering work orders. -
ANSLosses
Work Orders can't be printed. - ANSFALSE
How can you tell if a job has been pushed from Xactimate? - ANSYou will see a "Create WOs"
tab with the Verisk logo.
True or False: The budget button allows the user to assign budget percentages to Materials,
Labor and Equipment. - ANSTRUE
To add more than one piece of equipment to a job from the list, hold the ____ key as you select
the pieces. - ANSCTRL
You can't type a date in the due date box. You must click on the calendar to add a date. -
ANSFALSE
In addition to tracking equipment used on jobs, the Equipment Summary Report can track
consumables used on the job. - ANSTRUE
To see a complete history of what jobs a piece of equipment was used on, click the
______________ button. - ANSShow Usage
