Xactimate Levels 1 & 2 Training
In the Level 1 – Fundamentals Course you will learn to:
Use the 4-Step estimating process to estimate an interior, exterior, structure, or roof loss.
Enter Claim Information.
Use Xactimate’s Sketch window to sketch a loss, add and manipulate room features, and use room variables.
Scope a Loss by adding Line Items to your estimate.
Complete an Estimate and view, print, email, and export your estimate.
Use Xactimate’s powerful Tools and Help features.
Be prepared to take and pass the Level 1 – Fundamentals Certification Exam.
In the Level 2 – Proficiency Course you will learn to:
Enter more detailed Claim Info.
Use Sketch to enter and manipulate interiors, exteriors, elevations, structures, and roofs.
Add manipulate Multiple Levels, Level Properties, Sketch Options.
Powerfully use Grouping Members and the Global Changes Wizard.
Use the Estimates Window to Search and add estimate Line Items.
Use Elevation Grouping Member and Elevation Dimensioning to add line items
Use Macros to save time and add accuracy to your estimates.
Use Templates to save time and add accuracy to your estimates.
Be prepared to take and pass the Level 2 Proficiency Certification Exam.
Meet Your Instructor
Your Class is recorded and made available for your later viewing.
Use of Xactimate is in your “real-world” setting; a high “transfer of knowledge.”
You are eligible for quarterly Xactimate Webinar updates for life.
Small class sizes.
Our Teaching Style – Step by Step
First: Instruction are given on the “what” and “why” of a lesson.
Second: A slow step-by-step instructor demonstration of each incremental activity in the lesson is presented.
Third: Participants then undertake the same activities with instructor oversight. Need help? Just ask Bruce in the webinar, send a chat, or share your screen.
Fourth: Your instructor will confirm with each student that they have confidently and competently performed the activity in the lesson.
Fifth: Keep in mind, we never move forward until all participants understand and can complete an activity or lesson…never.