XACTIMATE LEVEL 2 CERTIFICATION EXAM
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
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
, When entering information in the Insured Info tab, you can only enter one address per
estimate? True or False - Answer -False
The coverage/loss tab is not available in which profile? - Answer -Contractor
How often are Xactimate price lists typically updated? - Answer -Monthly
Name the four sections that comprise the Sketch window... - Answer -Tools
Search
Sketch workspace
Items
Zoom to extend - Answer -I need my entire Sketch diagram displayed quickly
Plan View - Answer -This is the default view I see when clicking on the Sketch tab
Zoom to Selection - Answer -I need to zoom in closer to see my door measurements
Plan Tool - Answer -I need to move my drawing to the top of the Sketch Workspace
Zoom In - Answer -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 - Answer -
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 - Answer -True
What color must the measurement be before you can click on it and type in the new
measurement? - Answer -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 - Answer -True
Where can you deduct for a wall opening (door, window, missing wall)? - Answer -
Properties window
Before dragging a wall handle, holding down the which key on your keyboard will create
a new room? - Answer -CNTRL - control
What does a number in parentheses represent when it follows a room name? e.g.,
closet (1) - Answer -The room is a Sub-group
What is the keyboard shortcut for the Undo function? - Answer -Ctrl+Z
The variable PF stands for floor perimeter. True or False - Answer -True
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
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
, When entering information in the Insured Info tab, you can only enter one address per
estimate? True or False - Answer -False
The coverage/loss tab is not available in which profile? - Answer -Contractor
How often are Xactimate price lists typically updated? - Answer -Monthly
Name the four sections that comprise the Sketch window... - Answer -Tools
Search
Sketch workspace
Items
Zoom to extend - Answer -I need my entire Sketch diagram displayed quickly
Plan View - Answer -This is the default view I see when clicking on the Sketch tab
Zoom to Selection - Answer -I need to zoom in closer to see my door measurements
Plan Tool - Answer -I need to move my drawing to the top of the Sketch Workspace
Zoom In - Answer -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 - Answer -
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 - Answer -True
What color must the measurement be before you can click on it and type in the new
measurement? - Answer -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 - Answer -True
Where can you deduct for a wall opening (door, window, missing wall)? - Answer -
Properties window
Before dragging a wall handle, holding down the which key on your keyboard will create
a new room? - Answer -CNTRL - control
What does a number in parentheses represent when it follows a room name? e.g.,
closet (1) - Answer -The room is a Sub-group
What is the keyboard shortcut for the Undo function? - Answer -Ctrl+Z
The variable PF stands for floor perimeter. True or False - Answer -True
