Are You Ready for Xactimate Class?

 



🎓 Are You Ready for Xactimate Class?

🎓 Are You Ready for Xactimate Class?

Your complete preparation checklist for 3-day live online training

👋 Welcome to Watermark!

This page will help you prepare before you join. Please don’t assume your computer is ready. After reviewing this page, if you have questions, contact email is at the bottom.

💡 Skills You Should Have

  • Basic computer skills
  • Basic typing skills
  • Opening software applications
  • Basic internet navigation skills
  • Understand property damage and restoration industry terms

📋 Pre-Class Checklist

Use this as your checklist – check off each item as you complete it:

⏰ Important Timelines:

  • 4-5 days before class: Test Xactimate access, request access if needed
  • 1-2 days before class: Digital workbook access email arrives
  • 30 minutes before Day 1: Join Zoom early for tech check
  • Monday after class: Recordings available for 30 days
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📋 Reference Sections:

• 📋 Frequently Asked Questions – Go to section
• 🎓 About Your Instructor – Go to section
• 📞 Questions Not Answered? – Go to section

✅ Ready for Class? Once you’ve completed this checklist, send a quick email to info@trainwatermark.com to include course date(s) and let us know you’re prepared!

🌐 1. Verify Access to Watermark

This is where you’ll access class recordings (available Monday following class for 30 days).

📧 Can’t login? Input your username (or email address) and password created during registration at www.trainwatermark.com. If you don’t know your password or you registered off-site, click “Forgot Password.”

❓ Issues? For password reset or access issues, email info@trainwatermark.com with “Account Help” in subject line.

💻 2. Verify or Request Xactimate Access

🔍 Test Your Access (Do This 4-5 Days Before Class):

If you already have Xactimate access: Test your login to resolve any technical issues.

If you’ve requested access through us: Wait until you’re added to our instructor’s training instance. You’ll receive a confirmation email when access is granted.

⚙️ System Requirements: Both Xactimate Desktop and Xactimate Online require a Windows operating system

🖥️ Desktop (Recommended): Download if needed (skip if already installed).

Download button is at the top right of the page

🌐 Online Version: Additional verification steps required (see below).

🌐 Xactimate Online Verification Steps (After Added to Instance):

Important: Enable pop-ups (turn off pop-up blocker) before testing. Use Chrome, Firefox, or Edge browsers. Enable third-party cookies.

  1. Login: xactimate.com/xor/sign-in
  2. Click “+New Project”
  3. Input Project Name (name it “Test”)
  4. Click “Create”
  5. Click “Open Project” when prompted
  6. Success: You see project windows or “Select a price list” prompt
  7. Save & Exit: Close “Select a price list” window if open, click “Save & Exit” (left menu, bottom), then click user profile icon (top right) and select “LOG OUT”

If prompted during testing:

  • Add Xactware ClickOnce browser extension
  • Download Xactimate Online Estimate Writer-G0

Troubleshooting: If you encounter issues, try logging out/in, clearing browser cache, or switching to a different browser (Firefox, Chrome, Edge).

🆘 Don’t Have Xactimate Access Yet?

We provide Free 30-day training access upon request to our instructor’s instance.

Xactware ID Requirements: Must be associated with YOUR name and email address. If you have a generic Xactware ID or one tied to someone else’s name, create a new personal one for free.

Send an email to info@trainwatermark.com with:

  • ✅ Subject line: “Request Xactimate Access” + your course date(s)
  • ✅ First + last name
  • ✅ Your Xactware ID (email you use to login to Xactimate)

Xactimate access is provided 4-5 days prior to class. Requests fulfilled M-F, 8 AM-5 PM CT, within 24 business hours

📚 3. Set Up Access to Digital Workbook

You can start now! Visit the link below and either Sign In (if you have an account) or select “SIGN UP FOR AN ACCOUNT”. Watch for the digital workbook access email, usually sent 1-2 days prior to class.

👥 Existing Mimeo Users:

If you already have a Mimeo account, test your login access now. When you receive your redemption code, simply follow the redemption steps below to add the workbook to your existing library.

📋 Steps You Can Complete Now (New Users):

  1. Create account: Use the link above
  2. Verify your email: Check inbox (and junk/spam/clutter folders) for verification email from Mimeo. This is crucial – you cannot redeem your code until email is verified. No email? When logged into Mimeo, click your initials (top right) to verify your email address is correct. Click “EDIT” to change if needed, then check for a Mimeo verification email.
  3. Click the verification link in the email from Mimeo and login to your account. This should complete the email verification process.

📋 When You Receive Your Code (1-2 days before class):

Important: Your email must be verified before you can redeem the code.

  1. Login: https://xactware.mimeo.digital/login
  2. Click “Library” (left menu)
  3. Click “REDEEM A KEY”
  4. Enter your code (type manually to avoid extra spaces)
  5. Click “REDEEM” and refresh browser

Workbook not showing? Try logging out/in, clearing browser cache, or switching to another browser (Firefox, Chrome, Edge).

📱 Multi-device access: Use on PC, tablet, or smartphone

🌐 Web browser or app: Works both ways for convenience

💾 Important: Workbook access doesn’t expire with course access

Apps are most useful when you have your workbook and want to access it on mobile devices during class

📹 4. Install or Update Zoom

Important: The web client won’t work for this class. If Zoom is already installed, update it. If not installed, download and install.

🔄 How to Update Existing Zoom:

  1. Open Zoom app on your computer
  2. Click your profile picture (top right corner)
  3. Select “Check for Updates”
  4. Install any available updates
Test Your Zoom Setup →

Test your internet connection by joining a test meeting

🖥️🖥️🖥️ 5. Plan Your Screen Setup

During class, you need to view up to three things simultaneously:

  1. Xactimate on instructor’s computer (via Zoom)
  2. Your copy of Xactimate
  3. The Digital Workbook

🖥️🖥️ Two Screens Minimum (Recommended)

Goal: View both the shared Zoom session AND your copy of Xactimate at the SAME time without switching screens.

Most students use a minimum of two screens. Options include: using a second computer (put Zoom on one, Xactimate and workbook on the other), or using an iPad/Android tablet for the workbook. Do you have a TV or extra monitor you can plug in?

🖥️ Only Have One Monitor?

Note: If you absolutely only have one screen, use Alt+Tab to quickly switch between open windows and utilize the split-screen tip (see below), if the screen size permits.

💻 Windows Split-Screen Tip:

Keyboard shortcuts: Select a window, then press the Windows key + Left arrow and the selected window will move to the left half of the screen. Then, select another window and it will fill the right half of the screen automatically. Windows key + Left arrow (left half of screen), Windows key + Right arrow (right half of screen)

Or drag: Drag window to left/right edge until cursor changes, then release

⚙️ 6. Technical Requirements

🪟 Required:

  • Windows operating system (Xactimate doesn’t run on Mac)
  • Webcam (required for CE attendance reporting) and microphone or headset with mic
  • Stable internet connection – wired connection often preferable to wireless. Tip: Video/movie streaming by others on your network can disrupt your Zoom audio and connectivity
  • Zoom desktop app (web client not supported)
  • Computer mouse (greatly aids with sketch)

🆘 Need installation help?

  • 📞 Phone Support: 800-710-9228 (Monday-Friday, 6 AM – 6 PM Mountain Time) – Free for new users first 30 days, per-incident fee applies for others
  • 🌐 eService Center (24/7): eservice.xactware.com – Free 24/7 resource with 1,200+ support documents
  • 📧 Email: info@trainwatermark.com (“Class Help” + Class Date(s) in subject line)

Learn more about help options →

❓ Frequently Asked Questions

📅 What are the class hours?

3 days, 8:00 AM – 4:00 PM CT (includes breaks). Lunch break: 12:00 PM – 1:00 PM CT. Join 30 minutes early on Day 1 for tech check.

🎥 Are classes recorded?

Yes! Recordings are available in your Watermark account by Monday following class for 30 days from the course end date.

🏆 Do I get continuing education credits?

IICRC Certified Technicians: Up to 14 continuing education credits (CECs) (not automatic – request during Zoom registration or notify instructor at beginning of Day 1). Helpful to provide your IICRC register number (listed on your IICRC certificate or card).

Insurance Adjusters: 18 hours of continuing education (CE) credit available for FL, GA, LA, NC, & OK licensed property adjusters. Must be purchased during registration as additional CE processing and state fees apply and specific attendance requirements must be met. Notify instructor at beginning of class on Day 1 if you want to add CE.

💻 Can I use a Mac?

Xactimate requires Windows. According to Xactware, “Xactimate and other Verisk estimating products are not supported on Mac OS.” However, Intel-based Macs running Windows via Boot Camp (dual boot) are supported as long as only Windows is running at that time. Apple silicon Macs (M1/M2/M3 chips) are not supported. View full system requirements →

📱 Is Xactimate Mobile covered?

No, this course focuses on Desktop and Online versions only.

⏰ What if I can’t attend all three days?

The course is designed as a complete 3-day experience. However, class recordings will be available in your Watermark account by Monday following class for 30 days from the course end date.

🎯 Do I need previous experience using Xactimate?

Not at all! This course is perfect for beginners. We start from the basics and build up your skills progressively.

📝 Is there an exam at the end of class?

No. While we work on practice projects and exercises throughout class, there isn’t an exam at the end.

Attendees receive a coupon code for a discount on Xactimate User Certifications, which are purchased directly from Xactware (additional fee). Learn more about User Certifications →

🎓 About Your Instructor

Sean M. Burgess is an Xactimate Certified Trainer (XCT) with real-world experience as both a catastrophe field adjuster and restoration estimator. He brings the how and why together, helping you understand not just how to use Xactimate, but practical applications from real-world scenarios.

Sean specializes in making complex concepts easy to understand and enjoys helping adjusters, estimators, and technicians build confidence with Xactimate.

📞 Questions Not Answered?

Need help getting ready? We’re here to help!

📧 Email: info@trainwatermark.com

⏰ Response Time: Within 24 business hours

🕐 Business Hours: M-F, 8 AM-5 PM CT

📝 Include: “Class Help” + Class Date(s) in subject line

We want you to succeed! Don’t hesitate to reach out if you need assistance with any preparation steps.