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Lesson 2.1: Xactimate Fundamentals

Module 2: Xactimate MasteryDuration: 15-18 minutes

Xactimate is the industry standard for insurance estimates. Understanding how to navigate it efficiently and use it to your advantage is essential for maximizing revenue. This lesson covers the fundamentals every contractor must know.

What You'll Learn

  • Xactimate interface navigation and setup
  • Understanding price lists and regional pricing
  • Creating and organizing estimates
  • Essential keyboard shortcuts that save hours

Key Concepts

  • Price Lists: Xactimate uses regional pricing - know your area's rates
  • Line Items: Pre-built codes for every task - learning these is critical
  • Sketch: Room diagrams that drive quantity calculations
  • F9 Search: The fastest way to find any line item