XACTIMATE LEVEL 2 CERTIFICATION STUDY GUIDE
2025/2026 QUESTIONS WITH ANSWERS RATED A+
✔✔When you change the status of an estimate to Completed, the Inspection will check
for common estimating mistakes. True or False - ✔✔True
✔✔If you want to make the changes to an estimate that has a status of Completed, you
must do what?? - ✔✔Change the estimate status to In Progress
✔✔In some cases, you may leave inspection result items if they are correct for the
scope of the estimate. True or False - ✔✔True
✔✔You will not be able to close the Required Information window until you have
documented an explanation and checked the Indicate why the result is to be ignored
check box. True or False - ✔✔False
✔✔Once an item is on the cursor, which click allow you to select additional items
relating to the original item? - ✔✔Right Click
✔✔You can use the default calculation or type in your own equation when adding items.
True or False - ✔✔True
✔✔What key can be used to remove an item from your cursor? - ✔✔Esc
✔✔What tool can be used to change the direction of the floor coverings for carpet and
vinyl? - ✔✔Floor Orientation
✔✔If the activity of an Item is changed, the unit price for the item does not change. True
or False - ✔✔False
✔✔Where can you look to see what is or is not included in the cost of an item? -
✔✔Item Information window
✔✔Items with default calculations should never be changed. True or False - ✔✔False
✔✔It is often a good idea to click the ____ button to make sure the rendering of the roof
resembles the actual roof. - ✔✔3D
✔✔Roof Locks - ✔✔Keep the ridge from shifting when modifying a single rafter length
on a gable roof
✔✔Ridge - ✔✔A horizontal line at the junction of the top edges of two sloping roof
surfaces
, ✔✔Roof Span - ✔✔The clear distance that a framing member carries a load without
support between structural supports, it is the horizontal distance from eave to eave
✔✔Rafter - ✔✔Lumber used to support the roof sheeting and roof loads. Generally,
2x10s and 2x12s are used. On a flat roof these are sometimes called roof joists
✔✔Slope - ✔✔The incline angle of a roof surface, given as a ration of the rise (in
inches) to the run (in feet).
✔✔How do you create an overbuild? - ✔✔First use the SQUARE BREAK TOOL and
then hold down the CTRL key prior to clicking and dragging the roof handle out.
✔✔ 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
2025/2026 QUESTIONS WITH ANSWERS RATED A+
✔✔When you change the status of an estimate to Completed, the Inspection will check
for common estimating mistakes. True or False - ✔✔True
✔✔If you want to make the changes to an estimate that has a status of Completed, you
must do what?? - ✔✔Change the estimate status to In Progress
✔✔In some cases, you may leave inspection result items if they are correct for the
scope of the estimate. True or False - ✔✔True
✔✔You will not be able to close the Required Information window until you have
documented an explanation and checked the Indicate why the result is to be ignored
check box. True or False - ✔✔False
✔✔Once an item is on the cursor, which click allow you to select additional items
relating to the original item? - ✔✔Right Click
✔✔You can use the default calculation or type in your own equation when adding items.
True or False - ✔✔True
✔✔What key can be used to remove an item from your cursor? - ✔✔Esc
✔✔What tool can be used to change the direction of the floor coverings for carpet and
vinyl? - ✔✔Floor Orientation
✔✔If the activity of an Item is changed, the unit price for the item does not change. True
or False - ✔✔False
✔✔Where can you look to see what is or is not included in the cost of an item? -
✔✔Item Information window
✔✔Items with default calculations should never be changed. True or False - ✔✔False
✔✔It is often a good idea to click the ____ button to make sure the rendering of the roof
resembles the actual roof. - ✔✔3D
✔✔Roof Locks - ✔✔Keep the ridge from shifting when modifying a single rafter length
on a gable roof
✔✔Ridge - ✔✔A horizontal line at the junction of the top edges of two sloping roof
surfaces
, ✔✔Roof Span - ✔✔The clear distance that a framing member carries a load without
support between structural supports, it is the horizontal distance from eave to eave
✔✔Rafter - ✔✔Lumber used to support the roof sheeting and roof loads. Generally,
2x10s and 2x12s are used. On a flat roof these are sometimes called roof joists
✔✔Slope - ✔✔The incline angle of a roof surface, given as a ration of the rise (in
inches) to the run (in feet).
✔✔How do you create an overbuild? - ✔✔First use the SQUARE BREAK TOOL and
then hold down the CTRL key prior to clicking and dragging the roof handle out.
✔✔ 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
