Skills Covered: This course covers the following:

Chap 1- Navigating the Xactimate Dashboard, following the Xactimate 4-Step Estimating Process; entering claim information, downloading Xactimate price lists, creating company headers, and transferring data files; creating first estimates from start to finish.

Chap 2- Navigating the Sketch page, setting up Sketch Views, dimensioning rooms, and accessing room properties; changing room shapes, creating subgroups, building staircases, and adding wall openings; using basic room variables and following Sketch hints.

Chap 3- Navigating the Estimate Items page and Grouping Pane, utilizing multiple search methods; exploring the Items List, utilizing the Quick Entry pad, understanding Quick Entry fields, and utilizing Item Information details.

Chap 4- Navigating the Complete page, running the Inspect tool, correcting audit errors, and marking estimate complete; accessing the Documents page, creating, viewing, printing, and exporting reports; practicing interior estimates.

Chap 5- Understanding roof Sketch views, measurements, locks, and annotations; utilizing the Roof tool to dimension roofs in Sketch, accessing roof properties; changing roof shapes, drawing overbuilds and tie-ins; practicing roof estimates.

Requirements: Students are required to have Xactimate installed and running on their PC laptop PRIOR to the first day of class (see Xactimate system requirements here and free Xactimate 30-day demos here). Proficient use of a personal computer is highly recommended, including familiarity with the Microsoft Windows operating system and common productivity software apps such as word processors, spreadsheets, and emails. Users must know how to use browsers, download, save, rename files, and create folders, as well as print documents, connect to the Internet, access technical support, and type at least 20-25 words/min.