Are you Ready for Xactimate Class?

Are you Ready for Xactimate Class?

Sean M. Burgess
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.

If you have access to Xactimate, it’s not necessary to register for a free demo since you can use the copy you have currently installed or access to online.

Note: This class is conducted using Xactimate X1 Desktop.  However, attendees may use Xactimate X1 Desktop or the New Xactimate Online.


Free Xactimate Demo?

New Xactimate users qualify for a free demo of Xactimate. Learn More.

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 browser of your choice (e.g. Chrome, Firefox or Edge version 79 or higher) – 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.