This Xactimate Level 1 & 2 Online Anytime Course (self-paced w/ 30-day access) teaches students how to write property damage estimates using Xactimate. Students will learn how to use Xactimate to create scaled diagrams, repair models and distribute estimates with professional print reports. Digital workbook included. Please allow up to 24 business hours for access to the digital workbook. This is not required to begin the course. *One digital workbook per registrant, even if purchasing level 1 and 2 self-paced courses separately, as the same workbook is used.
Students also receive a coupon code for a discount on Xactimate User Certification exams (purchased separately from Xactware)!
This course is presented as a self-paced online course. The instructor is an Xactimate Certified Trainer (XCT) and has experience writing estimates for both insurance and restoration companies, which proves a valuable reference for attendees on gaining practical, field-based instruction.
In this course, we write estimates, including utilizing sketch for interior dimensioning, locating and identifying appropriate line items based on the type of loss, delivering your estimates in professionally formatted reports, and much more. New users benefit from learning Xactimate from the ground up, including best practices and forming an efficient workflow from the beginning. Experienced and self-taught users learn to better utilize tools and features within Xactimate to increase their technical knowledge, speed and overall efficiency. This course is conducted by an Xactimate Certified Trainer (XCT).
The course will also help attendees prepare for taking the Xactimate - Level 1 & Level 2 User Certification Exams.
Course Objectives:
- Utilizing the 4-step estimating process to quickly create a project, review your estimate, and export.
- Using construction concepts to build interior and roofing diagrams using sketch.
- Finding line-items related to your current scope of repairs.
- Modifying material pricing, creating miscellaneous and bid-items and/or material analysis line-items.
- Increasing your estimating efficiency by estimating graphically through Sketch!
- Using Annotations and Symbols to effectively document losses.
- Identifying and effective use of keyboard shortcuts.
- Adding, organizing, and annotating images to provide additional clarity and detail.
- Using reference area and reference block properties to affect estimate calculations.
- Flooring Tools selection to calculate carpet waste, modify roll direction, and show flooring cuts.
- Inspecting your estimate to identify and resolve scoping overlap, omission, and duplication issues.
- Delivering estimate reports in formats best suited to your clients (both internal and external).
- Staying up to date with new Xactimate price list line-items and submitting pricing feedback!
....... and more!
Who Should Take This Course?
- Building Contractors
- Home Repair Professionals
- General Contractors
- Anyone responsible for project estimations
Required Computer skills:
- Comfortable accessing and navigating through the Internet
- Comfortable navigating through windows and other installed computer software
- Experience saving or renaming a computer file (such as a picture, audio, etc.)
- Basic typing proficiency (15+ words a minute)
- Understand the property loss industry and terminology
Students must have access to the following:
- Computer with access to Internet
- It is strongly recommended that students follow along using Xactimate, however they are able to complete this course without access to the Xactimate software. Students may follow along using Xactimate desktop or Xactimate online; however this course does not cover Xactimate mobile. If you do not have access to Xactimate, a free 30-day demo is available for new users -- Register here.
- Second screen/monitor & computer mouse (not required but highly recommended)
Syllabus
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