XACTIMATE
Level 1 – Xactimate Fundamentals
KNOWLEDGE EXAM READINESS
GUIDE
Q&S
©2024/2025
,1. Multiple Choice: What is the first step in the 4-step
estimating process in Xactimate?
a) Reviewing the claim information
b) Connecting to XactAnalysis
c) Sketching the property
d) Downloading assignments
Answer: b) Connecting to XactAnalysis
Rationale: The first step is to connect to XactAnalysis to
receive and review assignments before proceeding with the
estimating process.
2. True/False: The Projects tab allows users to manage and
organize multiple estimates at once.
Answer: True
Rationale: The Projects tab is designed to help users
efficiently handle multiple projects by providing a centralized
location for management.
3. Matching: Match the following tools with their correct
description.
a) Pan Tool
b) Zoom to Selection
c) Square Break Tool
1) Used to focus on a specific area of the Sketch
workspace.
2) Allows users to navigate around the Sketch workspace.
3) Enables the creation of precise square breaks in
roofing layouts.
Answers: a-2, b-1, c-3
Rationale: Each tool has a specific function within the
Sketch workspace that aids in creating accurate estimates.
©2024/2025
, 4. Multiple Choice: Which section would you access to
adjust the default settings for activities such as labor and
material costs?
a) Control Center
b) Claim Information
c) Items section
d) Company header
Answer: a) Control Center
Rationale: The Control Center is where default settings for
various activities can be adjusted to fit the needs of the
estimate.
5. True/False: The Custom Staircase Tool is found within
the Room Features of Xactimate.
Answer: True
Rationale: The Custom Staircase Tool is part of the Room
Features and allows for detailed customization of staircase
dimensions within a sketch.
6. Multiple Choice: What does the 'PF' variable represent in
the Basic Room Variables?
a) Perimeter of the Floor
b) Price List File
c) Perimeter of the Ceiling
d) Policy File
Answer: a) Perimeter of the Floor
Rationale: 'PF' stands for Perimeter of the Floor, which is
used to calculate the total linear distance around the room's
floor.
7. True/False: The Sign/Click and Drag method is used to
create new walls in the Sketch workspace.
Answer: False
©2024/2025
Level 1 – Xactimate Fundamentals
KNOWLEDGE EXAM READINESS
GUIDE
Q&S
©2024/2025
,1. Multiple Choice: What is the first step in the 4-step
estimating process in Xactimate?
a) Reviewing the claim information
b) Connecting to XactAnalysis
c) Sketching the property
d) Downloading assignments
Answer: b) Connecting to XactAnalysis
Rationale: The first step is to connect to XactAnalysis to
receive and review assignments before proceeding with the
estimating process.
2. True/False: The Projects tab allows users to manage and
organize multiple estimates at once.
Answer: True
Rationale: The Projects tab is designed to help users
efficiently handle multiple projects by providing a centralized
location for management.
3. Matching: Match the following tools with their correct
description.
a) Pan Tool
b) Zoom to Selection
c) Square Break Tool
1) Used to focus on a specific area of the Sketch
workspace.
2) Allows users to navigate around the Sketch workspace.
3) Enables the creation of precise square breaks in
roofing layouts.
Answers: a-2, b-1, c-3
Rationale: Each tool has a specific function within the
Sketch workspace that aids in creating accurate estimates.
©2024/2025
, 4. Multiple Choice: Which section would you access to
adjust the default settings for activities such as labor and
material costs?
a) Control Center
b) Claim Information
c) Items section
d) Company header
Answer: a) Control Center
Rationale: The Control Center is where default settings for
various activities can be adjusted to fit the needs of the
estimate.
5. True/False: The Custom Staircase Tool is found within
the Room Features of Xactimate.
Answer: True
Rationale: The Custom Staircase Tool is part of the Room
Features and allows for detailed customization of staircase
dimensions within a sketch.
6. Multiple Choice: What does the 'PF' variable represent in
the Basic Room Variables?
a) Perimeter of the Floor
b) Price List File
c) Perimeter of the Ceiling
d) Policy File
Answer: a) Perimeter of the Floor
Rationale: 'PF' stands for Perimeter of the Floor, which is
used to calculate the total linear distance around the room's
floor.
7. True/False: The Sign/Click and Drag method is used to
create new walls in the Sketch workspace.
Answer: False
©2024/2025
