7 Phases of Xactimate
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Learn The Top Estimating Software in the Industry
An Absolute Must!
Xactimate
Course Curriculum
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1
Where to Start
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7 Phases Overview Introduction
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Free Xactimate Demo
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2
Phase 1: Claim Set Up
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1. Insured Info. Tab
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Insured Info. Tab Review
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2. Coverage Loss Tab
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Coverage/Loss Review
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3. Parameters Tab
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Parameters Tab Review
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3
Phase 2. Photos
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1. Loading Photos
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Loading Photos Review
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2. Labeling Photos
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Labeling Photos Review
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3. Sorting Photos
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Sorting Photos Review
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4
Phase 3. Diagram/Sketch
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1. Interior Sketch
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Interior Sketch Review
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2. Exterior Sketch
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Exterior Sketch Review
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3. Tips & Tricks
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Tips & Tricks Review
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5
Phase 4. Estimate
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1. Grouping
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Grouping Review
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2. Search
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Search Review
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3. Quick Entry
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Quick Entry Review
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4. Macros
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Macros Review
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6
Phase 5. Report Writing
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1. GLR Admin/Coverage Tab
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GLR Admin/Coverage Tab Review
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2. GLR Recommendations Tab
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GLR Recommendations Tab Review
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3. GLR Remarks Tab
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GLR 3. Remarks Tab Review
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4. Company Specifics Pre-Loaded Report
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Company Specifics Pre-Loaded Report Review
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5. Invoice
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Invoice Review
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7
Phase 6. Review File
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Review File
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8
Phase 7. Print to PDF
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Printing Report
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Print Report Review
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9
Walk Through
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Claim Walkthrough
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10
Example Claims
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Example Claim 1
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Example Claim 2
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Example Claim 3
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Example Claim 4
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11
Pro Tips
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Pro Tip # 1
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Pro Tip # 2
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Instructor

Senior Instructor
Steven Smallwood

Software Instructor
Matthew Wise