Xactimate Level 2 Certification Exam Questions
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with Correct Answers 2026 latest update!!
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Terms in this set (84)
Claim Info contact information and location of the loss or
repair - can also enter information regarding the
customer's policy
Creating a new estimate steps 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? 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 1 Save and Exit the project
Carrier vs Contractor 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: 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 New Project
project?
You can open a project directly False
from the Cloud > My Projects page.
True or False
Where would you mark your Click Complete
project completed?
Where would you add line items to click Estimate Items
your estimate?
Where would you record important Under Claim Info
dates relating to the loss?
& Answers | 100% Verified solutions |Questions
with Correct Answers 2026 latest update!!
Save
Terms in this set (84)
Claim Info contact information and location of the loss or
repair - can also enter information regarding the
customer's policy
Creating a new estimate steps 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? 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 1 Save and Exit the project
Carrier vs Contractor 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: 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 New Project
project?
You can open a project directly False
from the Cloud > My Projects page.
True or False
Where would you mark your Click Complete
project completed?
Where would you add line items to click Estimate Items
your estimate?
Where would you record important Under Claim Info
dates relating to the loss?
