XACTIMATE 28 EXAM WITH
QUESTIONS AND ANSWERS 2025
UPDATE.
Xactanalysis - ANS Allows you to send, receive and track assignments electronically.
Xactimate - ANS Where the assignment can be opened and information added to describe the
loss and damages along with the estimated loss and repairs.
Xactanalysis - ANS When 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? - ANS
Perform a search to see if the contact already exists
When adding a company contact, you MUST add a Primary and a Secondary contact. - ANS
FALSE
A blue colored box in the New Lead form indicates: - ANS The 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. - ANS TRUE
What is NOT one of the options from the search drop down menu when searching for a job in
restoration manager? - ANS Job 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. - ANS FALSE
What is not one of the three sections in the Job Snap Shot? - ANS Mileage 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. - ANS TRUE
You can track Tasks you have assigned in the Task Accountability section of the Dashboard. -
ANS TRUE
You can only use the task types Restoration Manager provides in the task type drop down. - ANS
FALSE
The correspondence subject field is limited to _____ characters. - ANS 233
, The blue boxes in the correspondence field are not required to fill out. - ANS FALSE
A document or photo must be on your desktop to upload it to Restoration Manager. - ANS
FALSE
To make changes to a referral source in a job, use the ___________ tab. - ANS Additional
Contacts
The project name in Xactimate and the Job ID in Restoration Manager must match to transfer the
estimate information. - ANS TRUE
Which tab do you click on to find the Xactimate estimate information? - ANS Costs/Finacials
To find a breakdown of overhead and profit, which category do you select? - ANS Mileage and
Other
It is important to add a dollar sign when filling out the cost of the manually entered line item. -
ANS FALSE
Making a new budget overwrites any old budget. - ANS TRUE
For a 28% increase, you would need to change the budget by what amount? - ANS 72%
From the Job Details window, select the __________ tab to begin entering work orders. - ANS
Losses
Work Orders can't be printed. - ANS FALSE
How can you tell if a job has been pushed from Xactimate? - ANS You 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. - ANS TRUE
To add more than one piece of equipment to a job from the list, hold the ____ key as you select
the pieces. - ANS CTRL
You can't type a date in the due date box. You must click on the calendar to add a date. - ANS
FALSE
In addition to tracking equipment used on jobs, the Equipment Summary Report can track
consumables used on the job. - ANS TRUE
To see a complete history of what jobs a piece of equipment was used on, click the
______________ button. - ANS Show Usage
QUESTIONS AND ANSWERS 2025
UPDATE.
Xactanalysis - ANS Allows you to send, receive and track assignments electronically.
Xactimate - ANS Where the assignment can be opened and information added to describe the
loss and damages along with the estimated loss and repairs.
Xactanalysis - ANS When 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? - ANS
Perform a search to see if the contact already exists
When adding a company contact, you MUST add a Primary and a Secondary contact. - ANS
FALSE
A blue colored box in the New Lead form indicates: - ANS The 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. - ANS TRUE
What is NOT one of the options from the search drop down menu when searching for a job in
restoration manager? - ANS Job 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. - ANS FALSE
What is not one of the three sections in the Job Snap Shot? - ANS Mileage 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. - ANS TRUE
You can track Tasks you have assigned in the Task Accountability section of the Dashboard. -
ANS TRUE
You can only use the task types Restoration Manager provides in the task type drop down. - ANS
FALSE
The correspondence subject field is limited to _____ characters. - ANS 233
, The blue boxes in the correspondence field are not required to fill out. - ANS FALSE
A document or photo must be on your desktop to upload it to Restoration Manager. - ANS
FALSE
To make changes to a referral source in a job, use the ___________ tab. - ANS Additional
Contacts
The project name in Xactimate and the Job ID in Restoration Manager must match to transfer the
estimate information. - ANS TRUE
Which tab do you click on to find the Xactimate estimate information? - ANS Costs/Finacials
To find a breakdown of overhead and profit, which category do you select? - ANS Mileage and
Other
It is important to add a dollar sign when filling out the cost of the manually entered line item. -
ANS FALSE
Making a new budget overwrites any old budget. - ANS TRUE
For a 28% increase, you would need to change the budget by what amount? - ANS 72%
From the Job Details window, select the __________ tab to begin entering work orders. - ANS
Losses
Work Orders can't be printed. - ANS FALSE
How can you tell if a job has been pushed from Xactimate? - ANS You 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. - ANS TRUE
To add more than one piece of equipment to a job from the list, hold the ____ key as you select
the pieces. - ANS CTRL
You can't type a date in the due date box. You must click on the calendar to add a date. - ANS
FALSE
In addition to tracking equipment used on jobs, the Equipment Summary Report can track
consumables used on the job. - ANS TRUE
To see a complete history of what jobs a piece of equipment was used on, click the
______________ button. - ANS Show Usage
