Description
Xactimate Level 1 & 2 Online
Get ready to learn essential Xactimate skills with comprehensive, hands-on instruction
Xactimate Level 1 & 2 Online
This Xactimate online training takes you from Level 1 (Fundamentals) to Level 2 (Proficiency) in just three days. It provides the foundation you need to navigate Xactimate efficiently and present your scope using a range of professional print reports.
What You’ll Learn in This Xactimate Online Training
Overall Skills
- Navigate Xactimate efficiently
- Set up user preferences for efficiency
- Use essential shortcuts and time-saving techniques
Building Estimates
- Find and input the right line items for your scope
- Modify pricing and create custom forms when needed
- Use annotations and symbols to document damage clearly
Creating Diagrams
- Build accurate interior room layouts using Sketch
- Create professional roof diagrams
- Add a level for multi-level losses
Managing Your Work
- Add and organize photos for clarity
- Review estimates to catch omissions and overlap
- Generate professional reports for clients
Staying Current
- Access new price list updates
- Submit pricing feedback to Xactware
- Effective use of help resources
Your Instructor
Sean M. Burgess, Xactimate Certified Trainer (XCT)
Sean brings the unique combination of real-world field experience and the industry’s most prestigious Xactimate training credential. As an Xactimate Certified Trainer, Sean has undergone evaluation by Xactware to prove both his software expertise and teaching effectiveness.
His background includes working as a restoration estimator for a general contractor and catastrophe field adjuster — giving him practical insights from both sides of the claims process.
Continuing Education Credits
Available for:
- IICRC® Certified Technicians: up to 14 hours (partial credit available)
- Insurance Adjusters: 18 hours (FL, GA, LA, NC, & OK) — no partial credit
Requirements:
Full attendance, be visible via webcam, class participation throughout, and completion of any required forms.
Detailed requirements will be provided upon registration for applicable states/certifications.
Frequently Asked Questions
Q: Do I need prior Xactimate experience?
A: No experience required! This class starts with the fundamentals and builds your skills step-by-step.
Q: What’s included with my registration?
A: 3 days of live instruction, training guide, and free 30-day Xactimate access (upon request). An additional fee may apply for CE reporting, depending on the type of CE selected during registration.
Q: What if I don’t have Xactimate?
A: No problem! We provide free Xactimate access upon request for the duration of your course. Available for both Desktop and Online.
Q: Can I use a Mac computer?
A: Unfortunately no — Xactimate requires Windows. Consider using a Windows virtual machine or dual boot setup.
Q: What technical setup do I need?
A: See our “Class Preparation” section below for complete details on computer requirements and viewing options.
Class Preparation — Set Yourself Up for Success
To get the most from your hands-on training experience, please ensure you have:
Computer Requirements
- Windows computer required — Xactimate runs on Windows operating system only (Mac users: consider Windows virtual machine or dual boot setup)
- Two monitors (recommended) — for viewing Xactimate, the Zoom session, and exercises
- Stable internet connection — For smooth video and screen sharing
See Xactimate Minimum System Requirements for complete technical specifications.
Viewing Setup Options
- Two monitors (recommended): Xactimate on one screen, Zoom + training guide on another screen
- Second computer: Use for Zoom session while working in Xactimate on another computer
- Extra device: Use tablet/iPad for training guide
Audio/Video Setup
- Headset with microphone (or built-in computer mic and speakers)
- Webcam for interaction during class
- Test your setup: Visit zoom.us/test before class starts
Xactimate Access
- Install Xactimate Desktop (recommended) — best performance for live class
- Xactimate Online — access at xactimate.com/xor (may experience slower performance during live sessions)
- Need Xactimate? We provide free 30-day training access upon request for the live online class
