Xactimate Level 2 Certification Exam
question with answers
Claim Info - -contact information and location of the loss or repair - can also enter
information regarding the customer's policy
-Creating a new estimate steps - -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? - -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 - -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: - -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? - -New Project
-You can open a project directly from the Cloud > My Projects page.
True or False - -False
-Where would you mark your project completed? - -Click Complete
-Where would you add line items to your estimate? - -click Estimate Items
-Where would you record important dates relating to the loss? - -Under Claim Info
-When entering information in the Insured Info tab, you can only enter one address
per estimate? True or False - -False
-The coverage/loss tab is not available in which profile? - -Contractor
, -How often are Xactimate price lists typically updated? - -Monthly
-Name the four sections that comprise the Sketch window... - -Tools
Search
Sketch workspace
Items
-Zoom to extend - -I need my entire Sketch diagram displayed quickly
-Plan View - -This is the default view I see when clicking on the Sketch tab
-Zoom to Selection - -I need to zoom in closer to see my door measurements
-Plan Tool - -I need to move my drawing to the top of the Sketch Workspace
-Zoom In - -My diagram is too small. I need to zoom in to make it larger
-You can use the Missing Wall tool to delete an entire wall? True or False - -True
-Using the click and drag method of adding an object like a Doorway to sketch
changes the default size of the door? True or False - -True
-What color must the measurement be before you can click on it and type in the
new measurement? - -Blue
-When typing in a foot and inch measurement, a comma can be used to separate
the two numbers, i.e. 5,6? True or False - -True
-Where can you deduct for a wall opening (door, window, missing wall)? - -
Properties window
-Before dragging a wall handle, holding down the which key on your keyboard will
create a new room? - -CNTRL - control
-What does a number in parentheses represent when it follows a room name? e.g.,
closet (1) - -The room is a Sub-group
-What is the keyboard shortcut for the Undo function? - -Ctrl+Z
-The variable PF stands for floor perimeter. True or False - -True
-Replace - -+ Plus sign
-Remove - -- Minus sign
-Remove & Replace - -&
-Install Only - -I
-Detach & Reset - -R
question with answers
Claim Info - -contact information and location of the loss or repair - can also enter
information regarding the customer's policy
-Creating a new estimate steps - -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? - -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 - -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: - -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? - -New Project
-You can open a project directly from the Cloud > My Projects page.
True or False - -False
-Where would you mark your project completed? - -Click Complete
-Where would you add line items to your estimate? - -click Estimate Items
-Where would you record important dates relating to the loss? - -Under Claim Info
-When entering information in the Insured Info tab, you can only enter one address
per estimate? True or False - -False
-The coverage/loss tab is not available in which profile? - -Contractor
, -How often are Xactimate price lists typically updated? - -Monthly
-Name the four sections that comprise the Sketch window... - -Tools
Search
Sketch workspace
Items
-Zoom to extend - -I need my entire Sketch diagram displayed quickly
-Plan View - -This is the default view I see when clicking on the Sketch tab
-Zoom to Selection - -I need to zoom in closer to see my door measurements
-Plan Tool - -I need to move my drawing to the top of the Sketch Workspace
-Zoom In - -My diagram is too small. I need to zoom in to make it larger
-You can use the Missing Wall tool to delete an entire wall? True or False - -True
-Using the click and drag method of adding an object like a Doorway to sketch
changes the default size of the door? True or False - -True
-What color must the measurement be before you can click on it and type in the
new measurement? - -Blue
-When typing in a foot and inch measurement, a comma can be used to separate
the two numbers, i.e. 5,6? True or False - -True
-Where can you deduct for a wall opening (door, window, missing wall)? - -
Properties window
-Before dragging a wall handle, holding down the which key on your keyboard will
create a new room? - -CNTRL - control
-What does a number in parentheses represent when it follows a room name? e.g.,
closet (1) - -The room is a Sub-group
-What is the keyboard shortcut for the Undo function? - -Ctrl+Z
-The variable PF stands for floor perimeter. True or False - -True
-Replace - -+ Plus sign
-Remove - -- Minus sign
-Remove & Replace - -&
-Install Only - -I
-Detach & Reset - -R
