1. Xactimate: Getting Started

1. Xactimate: Getting Started

$25.00

In Xactimate Getting Started, we walk you through navigating Xactimate, including creating a project, review project windows, creating Model Statements, using tokens, printing an estimate, and more! This is a self-paced course which focuses on getting started using Xactimate, from the login screen.  It presents an overview of creating a project and navigating through your first project, including viewing a print report. This course is perfect for new users or as a refresher if it’s been a while since you’ve used Xactimate (esp. if the last version you used was Xactimate 28). Attendees may follow along using Xactimate desktop or Xactimate online.  Course Access Period (single-user): 30 days

Other self-paced short courses;
Xactimate Interior Sketch. Learn More.
Xactimate Sketch Roofing. Learn More.

Need Free Access to Xactimate? ** Learn More.

Note: Xactimate is a windows-based program and does not run natively on macOS.  Xactimate mobile is not covered in this course.

Select CE.

(Continuing education credit is not available currently, select No CE.)

Description

Xactimate: Getting Started is where you begin!  In this introductory course, we begin at the login screen and help you get started learning your way around Xactimate. No previous experience using Xactimate is necessary. Course Access Period (single-user): 30 days

Course Topics

Working outside of the Project

  1. Accessing the New Xactimate Online & Xactimate Desktop platforms
  2. Xactimate Subscriptions & Platforms
  3. What is an XactNet/XactAnalysis Address?
  4. Registering an XactNet/XactAnalysis Address
  5. What is XactAnalysis?
  6. The Full Cycle Claims Workflow
  7. Xactimate Desktop: Navigating the Local Page
  8. Duplicating a Project
  9. Setting Time Saving User Preferences
  10. Free Xactimate Help Resources

Working Inside a Project

  1. Creating Your First Project
  2. Profiles: Carrier vs. Contractor
  3. The 4-Step Estimating Process
  4. Project Windows Overview
  5. Requesting a Price List
  6. The Sketch Window (Overview)
  7. Using Reference Search
  8. Marking a Project Complete
  9. Identifying/Inputting Required/Missing Info
  10. Generating/Viewing an Estimate Report
  11. Creating a Company Header
  12. Creating a Model Opening and Closing Statement
  13. Importing Tokens to customize a Model Statement
  14. Uploading a Completed Project

and more!

What do I need to view this course?

An internet connection is required to access this course, as it is delivered online. Also, access to Xactimate desktop or Xactimate online is recommended, to actively follow along with the course.

Who is the trainer?

Sean M. Burgess is an Xactimate Certified Trainer (XCT) and has experience writing estimates for both insurance and restoration companies. He enjoys working with adjusters, estimators, technicians, and anyone wanting to learn, update, or refresh on Xactimate!

FAQs (Frequently Asked Questions)

What if I need access to Xactimate?

Watermark course attendees can be added to our Xactimate training instance, upon request (desktop and online platforms), for up to 30 days. This will allow you to follow along with one of Watermark’s live or self-paced training courses, to make the most of the training experience. (Instructions on how to request access are sent after course registration.) Learn More.

How long can I access this course?

The course attendee has immediate access to the course(s) for a total 30 days, for a single-user. No refunds for unused time, course(s)/lesson(s) not accessed, etc.

Do I need a windows operating system to use Xactimate?

Yes. Xactimate is a windows-based program. Xactimate online version requires the installation of Xactware Click Once and Xactimate Go Writer. These are windows-based programs and do not run natively on macOS.  Xactimate mobile is not covered in this class. Xactimate Minimum System Requirements: https://www.verisk.com/resources/system-requirements/xactimate-system-requirements/

Is Continuing Education Credit Available?

No. Not currently.