XACTIMATE LEVEL 2 CERTIFICATION
EXAM WITH ACTUAL QUESTIONS AND
CORRECT ANSWERS 2024/2025
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
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
Where would you mark your project completed? -
ANSWER>>>>>Click Complete
Where would you add line items to your estimate? -
ANSWER>>>>>click Estimate Items
Where would you record important dates relating to the loss? -
ANSWER>>>>>Under Claim Info
When entering information in the Insured Info tab, you can only
enter one address per estimate? True or False -
ANSWER>>>>>False
The coverage/loss tab is not available in which profile? -
ANSWER>>>>>Contractor
EXAM WITH ACTUAL QUESTIONS AND
CORRECT ANSWERS 2024/2025
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
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
Where would you mark your project completed? -
ANSWER>>>>>Click Complete
Where would you add line items to your estimate? -
ANSWER>>>>>click Estimate Items
Where would you record important dates relating to the loss? -
ANSWER>>>>>Under Claim Info
When entering information in the Insured Info tab, you can only
enter one address per estimate? True or False -
ANSWER>>>>>False
The coverage/loss tab is not available in which profile? -
ANSWER>>>>>Contractor
