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Xactimate version 28 Fundamentals Course Outline

  • Chapter 1: The 4-Step Estimating Process
    • Lesson 1: What You Need to Know about XactAnalysis
    • Lesson 2: Downloading XactAnalysis Assignments
    • Lesson 3: Adding a New Project
    • Lesson 4: Estimating with the 4-Step Process
    • Lesson 5: Chapter 1 Certification Prep Questions
    • Lesson 6: Practice Exercises
  • Chapter 2: Entering Claim Information
    • Lesson 1: Understanding Claim Information
    • Lesson 2: Parameters
    • Lesson 3: Chapter 2 Certification Prep Questions
  • Chapter 3: Introduction to Sketch
    • Lesson 1: General Orientation
    • Lesson 2: Viewing Tools
    • Lesson 3: Chapter 3 Certification Prep Questions
  • Chapter 4: Small Interior in Sketch
    • Lesson 1: Setting Up Sketch Views
    • Lesson 2: Dimensioning Rooms
    • Lesson 3: Accessing Room Properties
    • Lesson 4: Changing Room Shapes: The Square Break Tool
    • Lesson 5: Adding Rooms: Ctrl+Click+Drag
    • Lesson 6: The Square Break Tool & Ctrl
    • Lesson 7: Creating Subgroups
    • Lesson 8: Building Staircases
    • Lesson 9: Adding Wall Openings
    • Lesson 10: Basic Room Variables
    • Lesson 11: Chapter 4 Certification Prep Questions
  • Chapter 5: Writing the Scope of an Estimate
    • Lesson 1: Understanding Estimate Item Features
    • Lesson 2: Quick Entry in Detail
    • Lesson 3: Searching for Line Items
    • Lesson 4: Chapter 5 Certification Prep Questions
  • Chapter 6: Completing and Printing an Estimate
    • Lesson 1: Finalizing Estimates
    • Lesson 2: Printing the Estimate
    • Lesson 3: Chapter 6 Certification Prep Questions
    • Lesson 4: Practice Exercise
  • Intermediate sketching, roofs, and images
    • Lesson 1: Intro
    • Lesson 2: Adding a custom staircase
    • Lesson 3: Adding levels
    • Lesson 4: Rooms under stairs
    • Lesson 5: Sketch filters
    • Lesson 6: Adding reference blocks and reference areas
    • Lesson 7: Decks and fences
    • Lesson 8: Use template
    • Lesson 9: Roofs
    • Lesson 10: Images
  • Chapter 7: Geomni Roof
    • Lesson 1: What is Geomni Roof?
    • Lesson 2: What’s Included with Geomni Roof?
    • Lesson 3: How to Order Geomni Roof
    • Lesson 4: Accessing a Geomni Roof Data Package
    • Lesson 5: Accessing a Geomni Roof Data Package
  • Chapter 8: Drawing a Roof in Sketch
    • Lesson 1: Sketch View
    • Lesson 2: Dimensioning Roofs in Sketch
    • Lesson 3: Understanding Roof Properties and Types
    • Lesson 4: Changing Roof Shapes
    • Lesson 5: Drawing Overbuilds
    • Lesson 6: Basic Roof Variables
    • Lesson 7: Chapter 8 Certification Prep Questions
    • Lesson 8: Practice Exercises
  • Chapter 9: Xactimate Navigation
    • Lesson 1: Projects Tab
    • Lesson 2: Xactimate Help
    • Lesson 3: Data Transfer
  • Chapter 10: Xactware Pricing Methodology
    • Lesson 1: Xactware Pricing Methodology
    • Lesson 2: Price List Updates
  • Chapter 11: Print Reports
    • Lesson 1: Estimate Reports
    • Lesson 2: View/Print/Email Reports
    • Lesson 3: Chapter 9–11 Certification Prep Questions