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1. Fundamentals in Xactimate

by Alena WILSON

Get started on the first training in this module by clicking on Basics of Roof Sketch to begin!

Be sure to scroll down below each video to see any downloadable PDF’s that are available to accompany the videos.

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Course Content

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Lessons Status
1

1.1 Basic Roof Sketching
  • 1.1.1 Intro to Roofs – Know Your Components
  • 1.1.2 Sketching a Basic Gable Roof
  • 1.1.3 Sketching a Hip Roof with a Hip Extension
  • 1.1.4 Sketching a Gable Roof with a Hip Extension

2

1.2 Fundamental Estimating Concepts
  • 1.2.1 How to Quickly Find Line Items
  • 1.2.2 What Does a Line Item Include?
  • 1.2.3 How to Change a Line Item Price
  • 1.2.4 How to Add a Bid Item
  • 1.2.5 Distribute Market Conditions on a Bid Item
  • 1.2.6 Note Templates
  • 1.2.7 Macros

3

1.3 Fundamentals of Sketch
  • 1.3.1 Creating Multiple Rooms
  • 1.3.2 Adding Doors and Windows
  • 1.3.3 Missing Wall Tool
  • 1.3.4 Wall Tool
  • 1.3.5 Practice the Fundamentals
  • 1.3.6 Adding Doors and Windows to the Floor Plan
  • 1.3.7 Snap a Roof to the Floor Plan
  • 1.3.8 Hello Exercise

4

1.4 Practice Estimate – Steve Woodridge
  • 1.4.1 Claim Info
  • 1.4.2 Sketch the Floor Plan
  • 1.4.3 Add the Accessories

5

1.5 Practice Estimate – Tim Nelson
  • 1.5.1 Claim Info
  • 1.5.2 Sketch
  • 1.5.3 Estimate Items
  • 1.5.4 Complete and Print

6

1.6 BONUS – Writing an Estimate for an Initial Adjuster Meeting
  • 1.6.1 BONUS Training

Course Navigation

1.1 Basic Roof Sketching
  • 1.1.1 Intro to Roofs – Know Your Components
  • 1.1.2 Sketching a Basic Gable Roof
  • 1.1.3 Sketching a Hip Roof with a Hip Extension
  • 1.1.4 Sketching a Gable Roof with a Hip Extension
1.2 Fundamental Estimating Concepts
  • 1.2.1 How to Quickly Find Line Items
  • 1.2.2 What Does a Line Item Include?
  • 1.2.3 How to Change a Line Item Price
  • 1.2.4 How to Add a Bid Item
  • 1.2.5 Distribute Market Conditions on a Bid Item
  • 1.2.6 Note Templates
  • 1.2.7 Macros
1.3 Fundamentals of Sketch
  • 1.3.1 Creating Multiple Rooms
  • 1.3.2 Adding Doors and Windows
  • 1.3.3 Missing Wall Tool
  • 1.3.4 Wall Tool
  • 1.3.5 Practice the Fundamentals
  • 1.3.6 Adding Doors and Windows to the Floor Plan
  • 1.3.7 Snap a Roof to the Floor Plan
  • 1.3.8 Hello Exercise
1.4 Practice Estimate – Steve Woodridge
  • 1.4.1 Claim Info
  • 1.4.2 Sketch the Floor Plan
  • 1.4.3 Add the Accessories
1.5 Practice Estimate – Tim Nelson
  • 1.5.1 Claim Info
  • 1.5.2 Sketch
  • 1.5.3 Estimate Items
  • 1.5.4 Complete and Print
1.6 BONUS - Writing an Estimate for an Initial Adjuster Meeting
  • 1.6.1 BONUS Training
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