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Xactimate Fundamentals and Proficiency Workbook

Xactimate Fundamentals and Proficiency Workbook

The Xactimate Fundamentals and Proficiency Training Workbook is designed as a supplement to classroom training or as a stand-alone guide for new and intermediate Xactimate users.

This 300-page color workbook teaches how to harness the power of Xactimate. Concepts are taught through a progression of lessons, labs, practice estimates and certification prep questions. It begins with the fundamental practices for writing an estimate in Xactimate. These fundamentals include concepts such as:

  • the 4-Step Estimating Process
  • Sketching Interiors and Roofs
  • Writing the Scope of an Estimate
  • Printing Estimate Reports

The workbook progresses to proficiency topics including Macros, Templates, and Xactware Pricing Methodologies. The workbook includes a broad array of lessons and practice estimates applicable to the work that a general contractor or loss adjuster may encounter. It is structured in a modular format to also teach specialized groups such as roofing and mitigation contractors, as well as commercial loss adjusters. Practice estimates include small to large residential and commercial losses for water, fire, wind and hail damage.

The workbook also provides a link to the Supplemental Resources web page - a companion resource to this workbook. Here you will find:

  • Certification Prep answer keys
  • Completed workbook labs
  • Practice Estimate files - for both contractor and carrier profiles
  • Xactimate resources, such as scoping tick sheets and pricing white papers
  • Helpful appendices, including:
    • an overview of Xactimate mobile, for both iOS and Android
    • a comprehensive list of all Xactimate variables
    • Xactimate keyboard shortcuts
    • Xactimate options, preferences, and optimization settings

Total: $59.00 USD
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