XACTIMATE LEVEL 2 CERTIFICATION
EXAM QUESTIONS AND ANSWERS 100%
PASS 2026/2027
Claim Info - ANS contact information and location of the loss or repair - can also enter
information regarding the customer's policy
Creating a new estimate steps - ANS 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? - ANS 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 - ANS 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
2026/2027 ALLRIGHTS RESERVED
1
, Creating a New Estimate: - ANS 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? - ANS New Project
You can open a project directly from the Cloud > My Projects page.
True or False - ANS False
Where would you mark your project completed? - ANS Click Complete
Where would you add line items to your estimate? - ANS click Estimate Items
Where would you record important dates relating to the loss? - ANS Under Claim Info
When entering information in the Insured Info tab, you can only enter one address per
estimate? True or False - ANS False
The coverage/loss tab is not available in which profile? - ANS Contractor
How often are Xactimate price lists typically updated? - ANS Monthly
Name the four sections that comprise the Sketch window... - ANS Tools
2026/2027 ALLRIGHTS RESERVED
2
EXAM QUESTIONS AND ANSWERS 100%
PASS 2026/2027
Claim Info - ANS contact information and location of the loss or repair - can also enter
information regarding the customer's policy
Creating a new estimate steps - ANS 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? - ANS 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 - ANS 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
2026/2027 ALLRIGHTS RESERVED
1
, Creating a New Estimate: - ANS 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? - ANS New Project
You can open a project directly from the Cloud > My Projects page.
True or False - ANS False
Where would you mark your project completed? - ANS Click Complete
Where would you add line items to your estimate? - ANS click Estimate Items
Where would you record important dates relating to the loss? - ANS Under Claim Info
When entering information in the Insured Info tab, you can only enter one address per
estimate? True or False - ANS False
The coverage/loss tab is not available in which profile? - ANS Contractor
How often are Xactimate price lists typically updated? - ANS Monthly
Name the four sections that comprise the Sketch window... - ANS Tools
2026/2027 ALLRIGHTS RESERVED
2
