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Xactimate Level 2 Certification Exam
Questions and Correct Answers
Claim Info Ans: — contact information and location of the loss or
repair - can also enter information regarding the customer's policy
Creating a new estimate steps Ans: — 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? Ans: — 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 Ans: — 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: Ans: — 1. From Xactimate Dashboard
Local Page, click NEW PROJECT
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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? Ans: — New Project
You can open a project directly from the Cloud > My Projects page.
True or False Ans: — False
Where would you mark your project completed? Ans: — Click
Complete
Where would you add line items to your estimate? Ans: — click
Estimate Items
Where would you record important dates relating to the loss? Ans:
— Under Claim Info
When entering information in the Insured Info tab, you can only
enter one address per estimate? True or False Ans: — False
The coverage/loss tab is not available in which profile? Ans: —
Contractor
How often are Xactimate price lists typically updated? Ans: —
Monthly
Name the four sections that comprise the Sketch window... Ans: —
Tools
Search
© 2025 All rights reserved
Xactimate Level 2 Certification Exam
Questions and Correct Answers
Claim Info Ans: — contact information and location of the loss or
repair - can also enter information regarding the customer's policy
Creating a new estimate steps Ans: — 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? Ans: — 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 Ans: — 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: Ans: — 1. From Xactimate Dashboard
Local Page, click NEW PROJECT
© 2025 All rights reserved
, 2 | Page
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? Ans: — New Project
You can open a project directly from the Cloud > My Projects page.
True or False Ans: — False
Where would you mark your project completed? Ans: — Click
Complete
Where would you add line items to your estimate? Ans: — click
Estimate Items
Where would you record important dates relating to the loss? Ans:
— Under Claim Info
When entering information in the Insured Info tab, you can only
enter one address per estimate? True or False Ans: — False
The coverage/loss tab is not available in which profile? Ans: —
Contractor
How often are Xactimate price lists typically updated? Ans: —
Monthly
Name the four sections that comprise the Sketch window... Ans: —
Tools
Search
© 2025 All rights reserved
