1.1 Xactimate Tools Overview

Take a Look around

Here is a 360 tour of our training facility. It’s just like Google street View, click and drag to look around. We wanted to familiarize you with our space since Billy references it and this is the first place Billy sketches!

Summary

In this lesson, we will explore essential techniques and features in Xactimate to enhance your efficiency and productivity. We’ll cover the following key topics:

1. Keyboard Shortcuts: You’ll discover how to utilize keyboard shortcuts to navigate Xactimate swiftly and execute common tasks efficiently. These shortcuts will save you valuable time as you work on estimates and projects.
2. Basic Tools: We’ll introduce you to the fundamental tools within Xactimate, such as the measuring tool, annotation tools, and material entry. You’ll gain a solid understanding of how to use these tools effectively to input measurements, annotate diagrams, and specify materials.
3. Starting a Sketch: Creating accurate sketches is crucial for precise estimates. You’ll learn how to initiate a sketch in Xactimate, whether it’s for a room layout or a roof diagram. We’ll guide you through the step-by-step process of sketching, including drawing walls, adding openings, and defining room shapes.
4. 3D Mode: Xactimate’s 3D mode enables you to visualize projects in three dimensions, providing a more immersive and detailed perspective. We’ll show you how to activate and navigate 3D mode, allowing you to create 3D models of structures and assess projects from various angles.

By the end of this lesson, you’ll have acquired valuable skills in using keyboard shortcuts, mastering basic tools, initiating sketches, and leveraging 3D mode within Xactimate. These capabilities will significantly enhance your ability to efficiently create precise estimates and diagrams, making you a more proficient insurance adjuster in the field.