XACTIMATE QUALIFICATION 2026 COMPLETE
SCRIPT PRACTICE MATERIAL DETAILED
RESPONSE SET DISTINCTION
◉ 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
SCRIPT PRACTICE MATERIAL DETAILED
RESPONSE SET DISTINCTION
◉ 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
