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PROPERTY ESTIMATING TRAINING

Xpert Tips

Xactimate: Documentation and Reporting

 

Xactimate Xpert Tip: Creating a Company Header

Learn how to create a company header to promote your company's brand on a printed report in Xactimate.

 

Xactimate Xpert Tip: How to use Tokens in Model Statements

Learn how to use tokens in model statements.

 

Xactimate Xpert Tip: Using the Load Note Feature in Xactimate

Learn how to use the time-saving Load Note feature to add standard documentation notes to recurring line items in Xactimate.

 

Xactimate Xpert Tip: How to Locate and Register your XactNet Address

Learn how to find your XactNet Address and how to register your XactNet address if you need to complete the registration process.

 

Xactimate Xpert Tip: Using Payment Tracker

Learn how payment tracker uses estimate information to help you view, record, and report, claim payments.

 

Xactimate Xpert Tip: How to Import and Export Opening and Closing Statements

Learn how to import and export opening and closing statements in Xactimate.

 

Xactimate Xpert Tip: Saving and Loading Custom Views in Xactimate

Learn how to save, load, and add custom views to reports.

 

Xactimate Xpert Tip: View an Estimate by Trade with the Summary Report

Learn how to view estimate line items by trade rather than by room using the Summary Report in Xactimate.

 

Xactimate Xpert Tip: How to Import and Export Company Headers

Learn how to import and export company headers in Xactimate.

 

Xactimate Xpert Tip: How to Import and Export Opening and Closing Statements in Xactimate

Learn how to import and export your opening and closing statements in Xactimate.

 

Xactimate Xpert Tip: Annotating Photos in Xactimate

Learn how to add annotations to your photos in Xactimate.

 

Xactimate Xpert Tip: Completing Estimates and the Estimate Inspector

Learn how to navigate the Estimate Inspector for Xactimate projects to allow the program to generate reports and to change the estimate status from “In Progress” to “Complete”.

Xactimate: Doors and Windows

 

How to Change the Swing of a Door in Xactimate

Learn how to change the swing of a door in Xactimate.
 
 

Xactimate Xpert Tip: Adding a New Sketch Window

Learn how to add a new sketch window.

 

Xactimate Xpert Tip: How to add doors to a room in Xactimate Sketch

Learn how to use the doorway tool to add doors to a room in Xactimate sketch.

 

Xactimate Xpert Tip: Setting Program Preferences for Doors and Windows in Sketch

Learn how to change the default sizes and settings for windows and doors in Xactimate.

 

Xactimate Xpert Tip: Xactimate Deducted Opening Defaults

Learn how to deduct the wall opening for windows, and doors.

 

Xactimate Xpert Tip: Setting Program Preferences for Doors and Windows in Sketch

Learn how to change Xactimate default preferences for doors and windows.

 

Xactimate Xpert Tip: Show and Hide Sketch Windows

Take control of your Xactimate Sketch view by quickly showing and hiding additional windows.

 

Xactimate Xpert Tip: Using Custom Windows

Learn how to use custom windows in Xactimate.

Xactimate: Estimates and Assignments

 

How to Save ESX Files to Your Desktop

Learn how to save ESX files to the desktop.

 

Xactimate Online Project Export

Learn how to export project with Xactimate online.

 

Xpert Tip: Xactimate Online Project Import

Learn how to import project with Xactimate Online.

 

Xactimate Xpert Tip: How to Send an Assignment While it is in Progress

In this video you will learn how to upload assignment data to XactAnalysis while the assignment is in progress.

 

Xactimate Xpert Tip: All About Xactimate Activity Codes

In this video you will learn all about activity codes in Xactimate.

 

Xactimate Xpert Tip: How to Duplicate an Estimate

Quickly duplicate an estimate in Xactimate, including changing the profile.

 

Xactimate Xpert Tip: Shortcuts in Xactimate

Want to learn some hotkey shortcuts in Xactimate that will help you speed up your work flow? Check out this Xpert tip where we show you some of the helpful shortcuts you should know.

 

Xactimate Xpert Tip: How to Switch Estimate Profiles

Learn how switch estimate profiles.

 

Xactimate Xpert Tip: Accepting and Rejecting Assignments in Xactimate

Learn how to accept and reject assignment in Xactimate.

 

Xactimate Xpert Tip: Finding Xactimate Estimate Information in Restoration Manager

Learn how to find the details of transferred Xactimate Estimate Information in Restoration Manager.

 

Xactimate Xpert Tip: Transferring an Xactimate Estimate into Restoration Manager

Learn how to transfer Xactimate Estimate Information in to Restoration Manager.

 

Xactimate Xpert Tip: Sending an Inventory to Xactimate from ContentsTrack

Learn how to send an inventory to Xactimate from ContentsTrack.

 

Xactimate Xpert Tip: Create an Estimate from a Valuation in Xactimate

Learn how to create an estimate from a valuation in Xactimate.

Xactimate: Graphical Estimation

 

Adding Line Items Using Graphical Estimation

Learn how to add various plumbing line items through Graphical Estimation.

 

Xactimate Xpert Tip: Adding Carpet to an Estimate in Xactimate

In this video you will learn how to add carpet to an estimate in Xactimate using the graphical estimation tool. Learn How to Resequence Line Items in Xactimate.

 

Xactimate Xpert Tip: Add & Remove Floor Covering Using Graphical Estimation

Learn how to add and remove a floor covering using Graphical Estimation.

Xactimate: Line items

 

Xactimate Xpert Tip: Downloading a Price List

Learn how to successfully download a price list in Xactimate

 

Xactimate Xpert Tip: Supporting Events for Material and Labor

Learn how to define and adjust the prices for materials and labor according
supporting events like waste and time in Xactimate.

 

Xactimate Xpert Tip: Equipment and Material Component Pricing

Learn what material and equipment components are and how to change their prices in Xactimate.

 

Xactimate Xpert Tips: Labor Component Prices

Learn what labor component prices are and where to find them in Xactimate.

 

Xactimate Xpert Tip: Changing Labor Trades (Pricing Labor Components)

Learn about labor components and labor component trades in Xactimate.

 

Xactimate Xpert Tip: Adding same Line Item to Multiple Rooms at Once

Learn how to add same line item to multiple rooms at once.

 

Xactimate Xpert Tips: Personal Protective Equipment (PPE) Line Items in Xactimate

Learn how to find Prersonal Protective Equipment (PPE) line items in Xactimate.

 

Xactimate Xpert Tip: All About Category and Selector Codes

Learn how to understand Xactimate category and selector codes to help you enter line items faster.

 

Xactimate Xpert Tip: How to Quickly Find Similar and Related Estimate Items

Learn how to find additional line items that have some kind of a relationship to an existing item by using the similar and related links.

 

Xactimate Xpert Tip: How to Edit Estimate Item Retail Labor Rates

Learn how to find and edit the retail labor rates for estimate items and trades.

 

Xactimate Xpert Tip: How to Add Retrofit Window and Door Line Items in Xactimate

Learn how to add retrofit line items for when you are replacing retrofit windows, sliding doors, and exterior doors.

 

Xactimate Xpert Tip: How to find and apply Labor Minimums

In this video you will learn how to find and apply labor minimums in Xactimate

 

Xactimate Xpert Tip: How to Resequence Line Items in Xactimate

Learn how to resequence line items in Xactimate.

 

Xactimate Xpert Tip: Adding Floor Framing Line Items

In this video you will learn how to add floor framing line items in Xactimate.

 

Xactimate Xpert Tip: How to Provide Pricing Feedback For Xactimate

Learn how to provide the feedback Xactware uses in its cost research efforts.

 

Xactimate Xpert Tip: How to Change Pricing in Xactimate

Learn how to change the listed price of any estimate item in Xactimate.

 

Xactimate Xpert Tip: How to Add Line Items in 3D in Sketch

Learn how to to Add Line Items in 3D in Sketch

 

Xactimate Xpert Tip: How to Add Waste in Xactimate

Learn how to add waste to a line item in Xactimate.

 

Xactimate Xpert Tip: Export Line Items to Microsoft Excel Spreadsheet

Export an estimate’s line items into an editable Microsoft Excel spreadsheet.

 

Xactimate Xpert Tip: Working with Depreciation in Xactimate

Learn how to apply deprecation to your estimate in Xactimate.

Xactimate: Platform

 

Xactimate Xpert Tip: An Introduction to the New Version of Xactimate Online

Learn about the new Online version of Xactimate. Xactware Version
1.20 (1101.1567) - 15/12/2020

 

Xactimate Xpert Tip: Navigating the Xactimate (X1) Dashboard

Learn the differences in navigating the new Xactimate (X1) dashboard vs version 28. Xactware Version 1.20 (1101.1567) - 12/15/2020

 

Xactimate Xpert Tip: Working on a Claim in the New Xactimate Desktop (X1)

Learn how to work on a claim after you update from Xactimate 28 to the new Xactimate desktop (X1).

 

Xactimate Xpert Tip: How to Navigate the Preferences Tab in the New Xactimate X1 Desktop

Learn the differences in navigating the new X1 Preferences Tab vs version 28. Xactware Version 1.20 (1101.1567) - 12/15/2020

 

Xactimate Xpert Tip: How to Install the New Xactimate Desktop X1

Learn how to install the new Xactimate Desktop X1.Xactware Version 1.20 (1101.1567) - 12/15/2020

 

Xactimate Xpert Tip: Updating Your Xactware ID

Learn how to update your Xactware ID.

 

Xactimate Xpert Tip: Using Spell Check in Xactimate

Learn how to use Spell Check in Xactimate.

Xactimate: Roofs

 

Roof Basics – Rise, Run & Slope

Learn about the roof basics - roof rise, run and slope.

 

How to Attach an Angled Gable Roof to a Hip Roof

Learn how to attach an angled gable roof to a hip roof in Xactimate.

 

Roof Basics: Roof Types

In this Xpert Tip, you will learn how to identify the different types of roofs in the field.

 

Xactimate Xpert Tip: Adding Dormers to an Existing Roof in Xactimate

Learn how to add dormers to an existing roof in Xactimate.

 

Xactimate Xpert Tip: Creating Roofs using the Break Tool and Roof Locks

Learn how to modify the shape of a roof using the Break tool and Roof Locks.

 

Xactimate Xpert Tip: How to Hide and Show the Roof Annotation Table

Learn how to easily hide and show the roof annotation table.

 

Xactimate Xpert Tip: Adding Roof Framing in Sketch

Learn how to add roof framing in you Xactimate sketch. Learn How to Resequence Line Items in Xactimate.

 

Xactimate Xpert Tip: How to Use Roof Locks in Sketch

Learn how to use roof locks in Sketch: what they are for, when they lock, and how to use them to draw irregular roofs.

 

Xactimate Xpert Tip: Dimension a Roof with Up and Over Measurements

Sketch a roof in Xactimate using up and over dimensions rather than footprint measurements. You only need the ridge length, the slope, and the length from the ridge to the roof edge.

 

Xactimate Xpert Tip: Roof Properties in Xactimate Mobile

Learn about the roof properties available to you in Xactimate Mobile.

 

Xactimate Xpert Tip: How to Set Overhang Distances in Sketch

Set the dimensions for rake and eave overhangs on a roof in Sketch for estimates using Xactimate.

Xactimate: Sketch

 

Xactimate Xpert Tip: Using Snap Lines in Xactimate Sketch

Learn how to use snap lines in Xactimate Sketch.

 

Xactimate Xpert Tip: Utilize the Sketch View Tools

Learn how to use the view tools to navigate your sketch.

 

Xactimate Xpert Tip: Xactimate Sketch AR with Lidar

Learn about the new Sketch AR LiDAR feature for Xactimate X1. Xactimate. Xactware Version 1.20 (1101.1567) - 15/12/2020

 

Xactimate Xpert Tip: SketchAR in Xactimate Mobile

Learn how to use the SketchAR feature in Xactimate Mobile to add dimensioned rooms to an estimate without manually sketching.

 

Xactimate Xpert Tip: Three Ways to Dimension a Room

Learn the three different ways you can dimension a room when drawing a loss in sketch.

 

Xactimate Xpert Tip: Sketching and Estimating Fences in Xactimate

Learn how to sketch and estimate a fence in Xactimate.

 

Xactimate Xpert Tip: Three Ways to Dimension a Room

Learn the 3 ways to dimension a room.

 

Xactimate Xpert Tip: Adding a Turret Corner as its Own Room

Learn how to add a turret corner as a separate room and attach it to another room in Xactimate.

 

Xactimate Xpert Tip: What is a Subgroup and How to Make One

Learn how to combine room dimensions by making a room a subgroup.

 

Xactimate Xpert Tip: Shape Rooms with the Break Tool

Learn how to convert rectangular rooms into more complex and irregular shapes with the Break Tool in Xactimate.

 

Xactimate Xpert Tip: Adding a Circular Room in the Middle of Another Room in Xactimate

Learn how to add circular room in the middle of another room.

 

Xactimate Xpert Tip: Shortcut Keys: Renaming a Room

When Sketching in Xactimate, you will need to change the names of rooms. Using the F2 key can help speed up this process.

 

Xactimate Xpert Tip: Using the Vertex Tool in Sketch

Learn to use the Vertex tool in Sketch to create unusual-shaped rooms.

 

Xactimate Xpert Tip: How to Import and Export Macros in Xactimate

Learn how to import and export a macro in Xactimate.

 

Xactimate Xpert Tip: Find Variable Definitions in Sketch

Learn how to find out what all the variables in an Xactimate sketch stand for, for any room, roof, or object.

 

Xactimate Xpert Tip: Flipping a Sketch

Mirror a sketch vertically or horizontally using the flip tools in Xactimate. This example shows how to add multiple apartments with mirrored floor plans in just a few steps.

 

Xactimate Xpert Tip: How to Change Font Sizes in Xactimate

Learn how to change font sizes in Xactimate sketches.

Xactimate: Stairs

 

Xactimate Xpert Tip: How to Build Custom Staircases

Learn how to build staircases with the custom staircase tool.

 

Xactimate Xpert Tip: How to Make a Corner Staircase

Learn how to sketch a custom staircase in the corner of a room in Xactimate.

 

Xactimate Xpert Tip: Construction Properties for Staircases

Learn how to modify construction properties for staircases and add line items.

 

Xactimate Xpert Tip: How to Install Pre Built Staircases

Learn how to install pre built staircases to drawings in sketch.

 

Xactimate Xpert Tip: Adding Railings and Balustrades in Sketch

Add or remove railings or balustrades from your Xactimate stairs and decks.

Xactimate: Walls and Ceilings

 

Xactimate Xpert Tip Changing Wall Thickness in Xactimate

Learn how to quickly change wall thicknesses by wall, room, and exterior.

 

Xactimate Xpert Tip: Adding a Peaked Ceiling in Xactimate

Not all rooms are created with a box ceiling. Knowing how to customize the ceiling type can help you accurately estimate a room. In this video you will learn how to add a peaked ceiling.

 

Xactimate Xpert Tip: Adding Wall Framing Line Items in Xactimate

In this video you will learn how to add wall framing line items in Xactimate.

 

Xactimate Xpert Tip: Add a Sloped Ceiling to a Room in Sketch

Add a sloped ceiling to a room to improve accuracy in Sketch.

 

Xactimate Xpert Tip: Show Ceiling Surfaces in Xactimate

earn how to view ceiling surfaces in 3D in Xactimate.

 

Xactimate Xpert Tip: How to Change the Direction of a Slope Using the Orientation Tool

Use the Orientation Tool to modify the direction of sloped objects in Xactimate, like stairs and ceilings.

 

Xactimate Xpert Tip: Adding a Tray Ceiling in Xactimate

Learn how to add a tray ceiling in Xactimate.

 

Xactimate Xpert Tip: Creating an Attic Ceiling

Learn how to create an attic ceiling in Xactimate.

Xactimate: XactContents

 

Multi-Object Recognition in Xactimate Mobile

Learn how XactContents powerful personal object recognition has been improved to detect multiple objects in a room, saving you time as you create an estimate in Xactimate Mobile.

 

Installing a Price List in XactContents

Learn how to install a price list in XactContents.

 

How to Add Inventory Items Quickly in the Interview Tab in XactContents

Save time in manual inventory item entry for personal property contents estimates by combining it with real-world pricing and keyboard shortcuts in XactContents.

 

Updating Prior Payments in XactContents

Learn how to update prior payments in XactContents.

 

Making Macros

Learn how to create a macro in XactContents.

Xactimate: XactScope

 

Xactimate Xpert Tip: Estimating Exteriors using XactScope

Learn how XactScope can help you quickly and easily estimate exteriors in Xactimate.

 

Xactimate Xpert Tip: Estimating Roofs using XactScope

Learn how XactScope can help you quickly and easily estimate roofs in Xactimate.

 

Xactimate Xpert Tip: Getting Started with XactScope

Learn how to access and start using the estimate automation Xactimate tool: XactScope.

 

Xactimate Xpert Tip: Using XactScope for Water Mitigation Equipment & Scripts

Learn how to use Xactimate XactScope to create an estimate for water loss.

 

Xactimate Xpert Tip: Starting a Water Mitigation in XactScope

Learn how to start a water mitigation in XactScope.

XactAnalysis

 

How to Resend a Copy of an Assignment from XactAnalysis to Xactimate

Learn how to resend a copy of an assignment from XactAnalysis to Xactimate

 

How to Request A New Copy of an Assignment from Xactimate to XactAnalysis

Learn how to request a new copy of an assignment from Xactimate to XactAnalysis.

 

Finding and Organizing Data in XactAnalysis Insights Search

Learn how to choose sources, search for data, and organize the results in XactAnalysis Insights Search.

 

Finding and Organizing Industry data in Xact Analysis Insights Search

Learn how to search for and compare industry data in XactAnalysis Insights Search

 

Learn how to analyze data and present your data using Xact Analysis Insights

Learn how to better analyze data anomalies and professionally present your data using XactAnalysis Insights.

 

Learn About The XactAnalysis Insights Dashboard

Learn about the dashboard of the new XactAnalysis feature, Insights.

 

XactAnalysis Assignment Volume Report

Learn about Assignment Volume Report in XactAnalysis.

 

Sending an Assignment in XactAnalysis

Learn how to send an assignment in XactAnalysis.

 

How to Track Pricing Trends Over Time in XactAnalysis

Learn how to access pricing trend data in XactAnalysis SP.

 

Customizing Your Homepage in XactAnalysis

Learn how to customize your Homepage in XactAnalysis.

 

XactAnalysis Industry Trend Reports

Learn about Industry Trend Reports in XactAnalysis.

 

Benchmark Reports in XactAnalysis

Learn how to order Benchmark reports in XactAnalysis.

 

Initiating a video collaboration from Xact Analysis

Learn to initiate a ClaimXperience video collaboration with a policyholder from XactAnalysis. We want to hear from you.

Training

 

The Construction Basics and Estimation Video Library

Introducing our new Construction Basics and Estimation video library. This library of content helps you better understand the construction and estimate element of each claim.

 

Pros and cons of completing an Xactimate certification

Listen industry professionals discuss the pros and cons of completing an Xactimate certification.

 

How to Get the Most Out of Xactimate Virtual Training

Learn how you can prepare your technology, stay engaged, and avoid distractions before taking an Xactware virtual training course.

 

Top 3 Mistakes People Make on the Level 3 Exam

Learn how you can avoid the top 3 mistakes people make on the level 3 exam.

 

How to Find and Print Your Xactimate Certification

Learn how to find and print your Xactimate Certification.

 

Preparing for the Exterior Sketch of the Level 1 Certification Exam

Learn which skills you’ll need to demonstrate for exterior sketch when taking the Level 1 Xactimate Certification Exam.

 

How to Prepare for the Estimate Items of the L1 Certification Exam

Learn which skills you’ll need to demonstrate while adding line items when taking the Level 1 Xactimate Certification Exam.

 

How to Prepare for the Interior Sketch of the Level 1 Certification Exam

Learn how to prepare for the Interior Sketch of the Level 1 Certification Exam.

 

Preparing for and Taking an Xactimate Certification Exam

Know how to prepare for any of the three Xactimate certification exams, and how to take the exams. We want to hear from you!

ClaimXperience

 

Using the Live Measurement Tool

Learn how to use the virtual measurement tool in ClaimXperience.

 

Inviting Team Members in ClaimXperience

Learn how to add internal and external team members to a claim portal using ClaimXperience.

 

Request a File in ClaimXperience

Request a file in ClaimXperience from other team members and the policy holder.

 

How to Invite the Policy Holder to ClaimXperience

Quickly invite the policy holder to ClaimXperience for better collaboration and data.

 

Initiating a video collaboration from XactAnalysis

Learn to initiate a ClaimXperience video collaboration with a policyholder from XactAnalysis. We want to hear from you.

 

Adding and Editing Multiple Items

Learn how to save time using the Add Another Item and Edit Next Item check boxes in the Personal Property Inventory.

Restoration Manager

 

How to Create and Manage Tasks in Restoration Manager

Learn how to create and manage tasks in Restoration Manager.

 

Memorizing Reports in Restoration Manager

Learn how to use the Memorize Report feature in Restoration Manager.

 

Recording Moisture Readings

Learn how to record moisture readings in Restoration Manager

 

Use a Sales Route

Learn how to use and run a sales route in Restoration Manager.

 

Creating Work Orders

Learn how to create work orders in Restoration Manager

 

Add Companies and Contacts

Learn how to add Companies and Contacts in Restoration Manager.

 

Creating Budgets

Learn how to create a budget in Restoration Manager

 

How to Search For a Job

Learn how to find the jobs you or your team have created in Restoration Manager.

 

How to Navigate the Restoration Manager Homepage

Learn how to navigate the homepage and dashboard in Restoration Manager.

 

Using the Restoration Manager Gantt Scheduler

Learn how to use Restoration Manager’s Gantt scheduler to effortlessly schedule out and track the status of your work orders.

 

Creating a New Lead in Restoration Manager

Learn how to fill out the needed information to create a new lead in Restoration Manager

 

Add Moisture Readings in Restoration Manager with Intuitive Mobile

Learn how to transfer Xactimate Estimate Information in to Restoration Manager

 

Finding Xactimate Estimate Information in Restoration Manager

Learn how to find the details of transferred Xactimate Estimate Information in Restoration Manager.

 

Transferring an Xactimate Estimate into Restoration Manager

Learn how to transfer Xactimate Estimate Information in to Restoration Manager

 

Adding Users and Setting Up Devices in ContentsTrack

Learn how to add new users and set up mobile devices in ContentsTrack.

 

Using Job Snapshot to Track Budgets & Project Dates

Learn about Restoration Manager's Job Snapshot feature to track budgets and dates of the projects you manage.

 

Sending Xactimate Projects to Restoration Manager

Learn how to work on an Xactimate project in Restoration Manager.

Weather

 

Accessing Benchmark reports within Xactimate X1

Benchmark provides weather-severity reports and near real-time maps, showing when an event occurred and ensuring the reported date of loss is correct and whether a claim is valid.

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