Xactimate Level 2 Certification Exam Questions with 100% Correct
Answers Latest Graded A+
Question:
Claim Info
Answer:
contact information and location of the loss or repair - can also enter information regarding the
customer's policy
Question:
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.
Question:
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
Question:
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
Question:
Creating a New Estimate:
Answer:
1. From Xactimate Dashboard Local Page, click NEW PROJECT
Question:
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.
Question:
True or False
Answer:
False
Question:
Where would you mark your project completed?
Answer:
Click Complete
Question:
Where would you add line items to your estimate?
Answer:
click Estimate Items
Question:
Answers Latest Graded A+
Question:
Claim Info
Answer:
contact information and location of the loss or repair - can also enter information regarding the
customer's policy
Question:
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.
Question:
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
Question:
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
Question:
Creating a New Estimate:
Answer:
1. From Xactimate Dashboard Local Page, click NEW PROJECT
Question:
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.
Question:
True or False
Answer:
False
Question:
Where would you mark your project completed?
Answer:
Click Complete
Question:
Where would you add line items to your estimate?
Answer:
click Estimate Items
Question:
