Description
Xactimate Level 1 & Xactimate Level 2 (Self-paced Courses)
Two courses in one! Xactimate Level 1 begins at the beginning! Xactimate Level 2 continues building by adding proficiency topics! Purchase access to both classes is equivalent to a full Xactimate 3-day class!
Get ready to write property damage estimates using Xactimate! Attendees may use Xactimate desktop or 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! To get the most out of class, it is recommended that you have access to Xactimate so you may follow along using either Xactimate desktop or Xactimate online. Course Access Period (single-user): 30 days
Class Level(s): Level 1: Fundamentals, Level 2: Proficiency
Xactimate Access for Watermark Students. ** Learn More.
Note: Xactimate is a windows-based program and does not run natively on macOS. Xactimate mobile is not covered in this course.
Level 1 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.
- Identifying and effective use of keyboard shortcuts.
- 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!
Level 2 Course Objectives
- Using construction concepts to build interior and roofing diagrams using sketch.
- Finding line-items related to your current scope of repairs, including how to create Macros!
- 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.
- 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
- Saving & Loading Sketch Level Templates!
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.
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. Watermark provides access to our Xactimate training instance so you can follow along with training. ** Learn More.
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/
Which platform(s) of Xactimate are used in this course?
Xactimate 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 desktop or Xactimate online. Xactimate mobile is not covered in this course.
Is a course 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 currently.
