Are you Ready for Xactimate Class?
Xactimate Certified Trainer
Hi, I’m Sean. I’m conducting this Xactimate class.
This page will assist you in preparing for class BEFORE you join. There won’t be time to setup your laptop once class begins.
Please do not assume your computer is ready. If, after reviewing this page in its entirety, you have any questions , a contact email is at the bottom of this page.
See you in class!
Sean
What is Needed for Class
Stable internet connection
Computer with Xactimate installed and fully functional or access to the online version BEFORE joining class. (New Users: A free demo Xactimate is available through Xactware.)
Headset with mic (or built-in computer mic and speakers)
Webcam (Attendees desiring CE are required to have their webcam on during class presentation.)
Second screen/monitor (highly recommended)
Basically, you have three items to view during the class;
1. Xactimate on the Instructor’s computer
2. Your copy of Xactimate
3. The Digital Workbook
You can access all of these using one computer. However, it is very helpful to use multiple monitors to view them.
If you don’t have one or two additional monitors you can attach to your computer, perhaps you can use the screen of a second device, such as another laptop computer or an iPad or Android Tablet via the Mimeo Digital app. While you can split screens, it does become difficult if you only have one screen for everything.
To help, we’ve included some sample screen/device setups below. Ultimately, it’s what you’re most comfortable with. If you have any questions, our email is at the bottom of this webpage.
Sample setups;
SETUP #1 – Laptop + two monitors or Three Monitors
Screen #1: Your copy of Xactimate
Screen #2: Zoom session
Screen #3: Digital Workbook
SETUP #2 – Laptop + one monitor (or a second laptop)
Screen #1: Your copy of Xactimate
Screen #2: Zoom session + Digital Workbook (split screen)
SETUP #3 – Laptop + iPad/Tablet
Screen #1: Your copy of Xactimate + Digital Workbook (split screen)
Screen #2 on iPad/Tablet: Zoom Session
SETUP #2 – Laptop + one monitor + iPad/Tablet
Screen #1: Your copy of Xactimate
Screen #2: Zoom session
Screen #3 on iPad/Tablet: Digital Workbook (could also use tablet for zoom and screen #2 for workbook)
SETUP #2 – Laptop + one monitor + a second laptop
Screen #1: Your copy of Xactimate
Screen #2: Zoom session
Screen # 3 on second laptop: Digital Workbook
SETUP #4 – Laptop + one monitor + iPad/Tablet
Screen #1: Your copy of Xactimate
Screen #2: Zoom session
iPad or Android Tablet: Digital Workbook via Mimeo Digital App (see links below)
App Store: https://apps.apple.com/us/app/mimeo-digital/id1108474457
Google Play Store: https://play.google.com/store/apps/details?id=digital.mimeo.app&hl=en_US&gl=US
Computer Mouse (greatly aids with Sketch)
Skills you should have
-Basic Computer skills
-Basic typing skills
-Opening software applications
-Basic internet navigation skills
-Understand Property Damage and Restoration Industry terms
Do you have Access to Xactimate?
It is expected that you will have access to use Xactimate during class. if you are borrowing a computer, be sure to have all the login information and of course, the power cord. A computer mouse will also greatly help when using sketch.
Note: Xactimate X1 Desktop is the primary version used in class and shown in the
workbook. However, you may use Xactimate Desktop or the New Xactimate Online. (Note: Please verify you can access Xactimate at least 4-5 days prior to class to make sure you are ready to join class on Day 1. You will be using Xactimate throughout the class.)
What if I don’t have access to Xactimate?
If you need access to Xactimate for this class, reply to the registration confirmation email and request access to our Xactimate training instance. We can provide access (Desktop & Cloud platforms), for up to 30 days. (Note: this access is for training purposes only. You will not be able to import/export information, download pricing, etc. Also, once your access expires, you will lose any information within the instance, including estimates created, etc.)
To request access to our training instance, reply to the registration confirmation email and include the attendee’s name and Xactware ID, along with the beginning class date (the email address you use to login to Xactimate).
If you don’t yet have an Xactware ID (associated with your name and your email address), you can create one for free, by following the link below.
Step 1: Click link below to setup an Xactware ID
Does your computer meet Xactimate’s Minimum System Requirements? Learn More.
Need help installing Xactimate?
New Users: Free Phone Assistance for Demo Users. Learn More.
Existing Users: Access E-Service Center 24×7. Learn More.
Can I use Xactimate on a Mac?
Mac Users: Xactimate is a windows based program and is not supported on Mac Operating Systems. The online versions of Xactimate also require a windows operating system. The estimate writer for the new Xactimate online also requires a windows operating system.
Minimum System Requirements: Learn More.
New Xactimate Online Users
- Use the windows browser of your choice (e.g. Chrome, Firefox or Edge) – Windows browsers only.
- Navigate to www.xactimate.com/xor.
- Login to Xactimate using your Xactware ID.
- Open an existing project or Add a new project and double-click on it to open it
- Install Xactware ClickOnce when prompted (once installed, refresh the browser and verify you can open/view a project) – This is a windows program. Xactimate does not run on Mac Os.
Frequently Asked Questions
Is there an exam at the end of class?
No. While we work on practice projects and exercises throughout this class, there isn’t an exam at the end of class.
Attendees will receive a promo code for a discount on each Xactimate User Certification, which are purchased directly from Xactware (additional fee).
Please view the section below for additional information.
What are Xactimate User Certifications?
User Certifications demonstrate your knowledge and skill using Xactimate and are available in three levels;
- Level 1 (Xactimate Fundamentals)
- Level 2 (Xactimate Proficiency – Power User)
- Level 3 (Xactimate Mastery – Subject Matter Expert).
Our 3 day Xactimate Class includes Level 1 (Fundamentals) & Level 2 (Proficiency) topics. An Advanced/Mastery Class includes Level 3 (Subject Matter Expert) topics. When taking a User Certification Exam, you can begin at Level 1 or go directly to the Level exam best matching your current level of expertise. Learn More about User Certifications .
Register for a User Certification Exam
Your Question not answered?
Send an email with your question to the email below. Please include the date(s) of the class you are going to attend in the subject line.
