Description
Xactimate Level 1 & 2 (Self-paced)
Get ready to write property damage estimates using Xactimate! Attendees may use Xactimate Desktop or the New Xactimate Online. This is a self-paced online course, conducted by Sean M. Burgess, an Xactimate Certified Trainer. Topics include navigating Xactimate, creating projects, creating to scale interior and roof diagrams, inputting a detailed scope of repairs, distributing your estimate using a variety of professional print reports, and more! Course Access period: 30 days
Class Level(s): Level 1: Fundamentals, Level 2: Proficiency
Note: Xactimate requires a windows operating system and does not run on a Mac operating system. Xactimate Mobile is not covered in this course.
To get the most out of class, it is recommended that you have access to Xactimate so you may follow along using either Xactimate X1 Desktop or the New Xactimate Online.
Free Access to Xactimate for Watermark Students.** Learn More.
Level 1 and 2 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!
How is the course organized?
This course is organized into Level 1 (Fundamentals) and Level 2 (Proficiency) topics, which also corresponds to how the Xactimate workbook (digital version) is organized.
Level 1 begins at the beginning, which is perfect for new users, and doesn’t assume any previous knowledge of Xactimate. If it’s been a while since you’ve used Xactimate or you’ve never taken any formal training, this is where you want to begin, especially if you’re looking for an Xactimate refresher course.
Level 2 builds on Level 1 topics by looking for ways to do things more efficiently (i.e. deeper dive). Level 2 does assume previous knowledge/experience using Xactimate or completion of our Xactimate Level 1 (Self-paced) course.
FAQs (Frequently Asked Questions)
What if I don’t have access to Xactimate?
There are currently three options.
1. A full access 30-day trial subscription to Xactimate is available for new users from Xactware Sales by calling 1-800-424-9228 (Monday-Friday only).
2. Free access to our Xactimate Training Instance for up to 30 days*. If you need access to Xactimate to follow along with this course (for practice only), you can request access to our training instance. Just reply to this email and request access. You’ll
*If available, access to our training instance can be provided 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. Once your access expires, you will lose any information within the instance, including estimates created, etc.)
3. Subscribe to Xactimate. Learn More.
Who is the Instructor?
Sean M. Burgess 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.
What do I need in order to attend?
- Stable internet connection
- Computer with Xactimate desktop installed or access to Xactimate online
- Second screen/monitor & Computer Mouse (highly recommended)
Do I need a windows operating system to use Xactimate?
Yes. Xactimate is a windows-based program. The New Xactimate online version requires the installation of Xactware Click Once and Xactimate Go Writer. These are windows-based programs and do not run on a Mac OS. Xactimate Mobile (IOS or Android) app is not covered in this class. Xactimate Minimum System Requirements: https://www.verisk.com/resources/system-requirements/xactimate-system-requirements/
Is access to Xactimate included in course tuition?
No. Access to Xactimate is made available through Xactware via paid subscriptions or a free trial for new users. Watermark students can get access to our Xactimate training instance. Learn More.
How long can I access the training?
Attendees have immediate access to the course(s) for a total 30 days. No refunds for course(s)/lesson(s) not accessed.
Which platform(s) of Xactimate are used in this course?
Xactimate X1 desktop is the primary platform shown in this course. However, the online platform is shown to highlight differences between the two platforms. Attendees can follow along use either Xactimate X1 desktop or the New Xactimate online. Xactimate Mobile is not covered in this course.
Is the workbook included in course tuition?
Yes. Attendees of this course receive access to Xactware’s Xactimate Level 1 and Level 2 Workbook (digital version). This course is compatible with the November 2023 and May 2024 copyright dated versions of the Xactimate Level 1 & 2 workbook. While you may follow along using other workbook versions, there may be differences in page content, numbering, etc. Note: One Xactimate Level 1 & 2 workbook (digital version) per registrant is included, even if access to Level 1 (Self-paced) and Level 2 (Self-paced) courses is purchased separately, as the same workbook is used. – $65 value!
Are Level 1 and Level 2 available as separate courses?
Yes. You may purchase access to each course separately or at the same time for a discount! Course tuition includes one instance of Xactware’s Xactimate level 1 & 2 workbook.
Is Continuing Education Credit Available?
No. Not at this time.
How do I register someone else?
During registration, you create an account for the attendee to access course information. If you are registering someone other than yourself, be sure to input the Attendee’s email address in the Create Account (username) field and distribute the password you input to the attendee. Also, input the Attendee’s email address in the Attendee info section.
How do I register multiple attendees?
If you are registering multiple attendees, input the number of registrations in the “Add to Cart” button. In the Attendee section, input the information for one of the attendees. Then, after Checkout is complete, send each Attendee’s information to: info@trainwatermark.com with “Xactimate Self-Paced Additional Attendees” in the subject line. Be sure to include each attendee’s; First and Last name, email address, and contact phone. We will create an account and provide individual access to the course using the registration details you provided.
