2025/2026,,,Xactimate Level 2
Certification Exam comprehensive
questions and verified answers
Claim Info - Correct answer-contact information and location of the loss or repair -
can also enter information regarding the customer's policy
Creating a new estimate steps - Correct 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? - Correct 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
©COPYRIGHT 2025, ALL RIGHTS RESERVED 1
, Changing Project Profiles from Carrier vs Contractor - Correct 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
Creating a New Estimate: - Correct 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? - Correct answer-New Project
©COPYRIGHT 2025, ALL RIGHTS RESERVED 2
Certification Exam comprehensive
questions and verified answers
Claim Info - Correct answer-contact information and location of the loss or repair -
can also enter information regarding the customer's policy
Creating a new estimate steps - Correct 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? - Correct 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
©COPYRIGHT 2025, ALL RIGHTS RESERVED 1
, Changing Project Profiles from Carrier vs Contractor - Correct 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
Creating a New Estimate: - Correct 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? - Correct answer-New Project
©COPYRIGHT 2025, ALL RIGHTS RESERVED 2
