Empower Yourself With Public Adjuster Boot Camp's
Xactimate Accelerated Field Training
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This course is presented from my own perspective, how and what I believe I should have learned in the first place, to be as efficient and profitable as possible, as quickly as possible. Xactware’s requirements for passing Certification exams will be addressed with limited focus, as those requirements aren’t relevant to efficient field work. I intend for everyone undertaking this training, to set out for field work with a complete understanding of how to sketch and scope an
average multi-story dwelling on their first day in the field, start to finish.
-Robert
Public Adjuster Boot Camp Xactimate Accelerated Field Training Presented by Cal Spoon and Robert Scott
We’ll first address the basics of creating an estimate for property damage and loss, as well as the
best practices for using Xactimate to streamline the estimating process. You’ll be assessed on your understanding and application of the concepts covered in the course through quizzes,
assignments, and a final project.
The final project will require participants to create an estimate from start to finish using Xactimate. The project will be evaluated based on accuracy, completeness, and efficiency. To participate, you must provide your own computer, a basic set of computer skills, and your own instance of Xactimate.
Learning Outcomes: Upon completion, participants will be able to:
1. Navigate the Xactimate interface
2. Create an estimate from start to finish
3. Use the Sketch feature to create a home diagram
4. Enter line items to create a detailed estimate
5. Use macros and templates to save time and increase efficiency
6. Generate a final report for the estimate
Fundamentals Outline:
I. Introduction to Xactimate
• Overview of Xactimate interface
• Basic navigation and settings
• Creating a new project and estimate
II. Sketching and Diagramming
• Sketching a room or property diagram
• Calculating square footage and other measurements
III. Creating Line Items
• Entering line items for materials and labor
• Customizing line items to fit specific needs
• Adding notes and comments to line items
IV. Using Macros and Templates
• Creating and using macros
V. Generating Reports and Invoices
• Generating a final report for the estimate
• Reviewing and finalizing the estimate
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This portion of the course covers advanced topics and techniques for creating detailed property
damage and loss estimates, including handling more complex claims, customizing reports, and
utilizing advanced features within Xactimate.
Learning Outcomes: Upon completion, participants will be able to:
1. Understand advanced Xactimate features and functions
2. Customize estimates and reports to meet specific needs
3. Create detailed estimates for complex claims
4. Utilize specialty tools and features within Xactimate
5. Manage and collaborate on large projects with multiple users
6. Integrate Xactimate with other software and tools for greater efficiency.
Advanced Outline:
I. Advanced Features and Functions
• Overview of advanced features and functions
• Best practices for using advanced features
• Customizing Xactimate to meet specific needs
II. Handling Complex Claims
• Estimating for complex claims, such as commercial properties and large losses
• Tips for managing the estimating process for complex claims
III. Specialty Tools and Features
• Overview of specialty tools, such as Sketch Camera and Sketch Gallery
• Utilizing features like Sketch Lister and 3D View
IV. Collaborating with Other Users
• Sharing and importing estimates with other Xactimate users
• Tips for managing and organizing project files
V. Integrating Xactimate with Other Tools
• Overview of third-party tools and software that integrate with Xactimate
• Customizing Xactimate to work with other software
• Best practices for integrating Xactimate with other tools for greater efficiency
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This portion of the course covers advanced topics and techniques for creating highly detailed and complex property damage and loss estimates, including handling specialty claims, customizing complex reports, and utilizing the most advanced features and tools within Xactimate.
Learning Outcomes: Upon completion, participants will be able to:
1. Utilize the most advanced features and tools within Xactimate
2. Customize estimates and reports for highly complex claims
3. Create estimates for specialty claims, such as catastrophe and large-scale events
4. Integrate Xactimate with other software and tools for maximum efficiency and productivity
5. Manage and collaborate on large-scale, multi-location projects
6. Develop strategies for maximizing efficiency and streamlining the estimating process.
Mastery Outline:
I. Advanced Features and Tools
• Advanced features, tools, and functions within Xactimate
• Tips for utilizing advanced features to increase efficiency and productivity
• Best practices for customizing Xactimate to meet complex needs
II. Customizing Complex Reports
• Overview of complex reporting options within Xactimate
• Strategies for customizing reports to meet the needs of complex claims
• Tips for streamlining the reporting process for maximum efficiency
III. Specialty Claims
• Estimating for specialty claims, such as catastrophe and large-scale events
• Strategies for handling complex claims with multiple trades and vendors
• Tips for managing and organizing large-scale projects
IV. Integrating Xactimate with Other Tools
• Advanced techniques for integrating Xactimate with other software and tools
• Tips for maximizing efficiency and productivity through software integration
• Best practices for customizing Xactimate to work seamlessly with other tools and software
V. Maximizing Efficiency and Productivity
• Developing strategies for maximizing efficiency and productivity in the estimating process
• Tips for managing and streamlining the estimating process for maximum efficiency
• Best practices for utilizing Xactimate to its fullest potential
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Your Feedback is welcome, and will be considered in future adaptations of this course.
1) On a scale from zero to 10, how likely would you be to recommend this course to a coworker?
2) How much time per estimate do you think you will save using what you have learned in this
course?
3) Which of these options best matches your job title:
Independent adjuster
Carrier field adjuster
Carrier staff adjuster
Contracting consultant
Inspecting contractor
Remodeling contractor
Restoration contractor
Specialty contractor
Project manager
Sales representative
Sales manager
Technician
Estimator
Other
4) If you selected other, please describe your job.
5) On what type of device(s) did you complete this training?
6) What did you like about the training?
7) What can we do to improve the training?
8) On what other topics do you need training?