1
XACTIMATE LEVEL 2 CERT EXAM QUESTIONS AND
CORRECT ANSWERS 2024/2025 GRADED A+.
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
, 2
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
XACTIMATE LEVEL 2 CERT EXAM QUESTIONS AND
CORRECT ANSWERS 2024/2025 GRADED A+.
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
, 2
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
