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Xactimate Level 2 Certification Exam || with questions and answers || latest update
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Xactimate Level 2 Certification Exam || with questions and answers || latest update
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Xactimate Level 2 Certification Exam || withquestions and answers || latest update
Claim Info - CORRECT ANSWERS : contact information and location
of the loss or repair - can also enter information regarding the customer's
policy
Creating a new estimate steps - CORRECT ANSWERS : Click new
project, make sure Estimate is selected in the top field, highlight the
project name and type the name of the project or keep "date based"
project name, choose correct profile and select, click create. Select a
price list and click next. Select tax jurisdiction for estimate and click
Done.
How do you add a new project? - CORRECT ANSWERS : 1 Add a
new project from local page, click New Project button. New project
window appears.
2 Change default name to (example) XW-Lopez- followed by your
initials
3 Click "create" to add the new project - the project will appear on your
dashboard
Changing Project Profiles from Carrier vs Contractor - CORRECT
ANSWERS : 1 Save and Exit the project
2 From the local page, click on the estimate
, 3 From the pull-out menu, click duplicate
4 Verify the project has a unique name
5 Select the correct Profile from the menu
6 Click OK, the duplicated project is now available
Creating a New Estimate: - CORRECT ANSWERS : 1. From
Xactimate Dashboard Local Page, click NEW PROJECT
2. Make sure Estimate is selected in the top field
3. Highlight the project name (based on today's date) and type the name
of the project or you can change to name specific
4. Make sure the correct profile is selected in the profile field
5. Click create
6 Select a price list you want to use
Where do you click to create a new project? - CORRECT ANSWERS :
New Project
You can open a project directly from the Cloud > My Projects page.
True or False - CORRECT ANSWERS : False
Where would you mark your project completed? - CORRECT
ANSWERS : Click Complete
Where would you add line items to your estimate? - CORRECT
ANSWERS : click Estimate Items
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