XACTIMATE MOBILE.... TAKE BACK YOUR NIGHTS

Course Summary

TrainPro has taken their popular 1-Day Xactimate Mobile Training class and turned it into a 3-Day training that students can take from the office, home or out in the field. For a few hours each day, your Xactimate Mobile Virtual Training will feature hands-on learning by an Xactimate Certified Trainer, getting you up to speed as quickly and effectively as possible.


The training is structured with multiple activities, including practice estimates taught by an Xactimate Certified Trainer with over 300 real-life claims being handled in the Xactimate Mobile claims environment. The course consists of three virtual classroom sessions (2 hours each), along with two remote study sessions (1 hour each) for a total of 8 hours of learning.


This course was designed for new to intermediate Xactimate mobile users and teaches the most efficient ways to create professional estimates from start to finish on a mobile device. Students will learn how to create whole house floor plans in Sketch, quickly take and label Photos, and use Search features to quickly write a professional estimate while onsite.


* One hour of self-study is required outside of the schedule class session on days 1 and 2 of the training.

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CLASS SUMMARY

Students of this class must meet the system and computer skill requirements outlined in the Course Summary below, or they may be asked to leave the class. 

XACTIMATE MOBILE TRAINING – COURSE SUMMARY

Students of this course should meet the following prerequisites before attending class: 


Computer and Internet system requirements: 

  • Mobile device with Xactimate mobile installed
  • Able to login to Mobile device with Zoom Cloud Meetings app installed
  • Laptop to connect to the Zoom Meeting session
  • Comfortable accessing and navigating the Internet
  • Comfortable navigating through Microsoft Windows 
  • Experienced in saving files and opening .zip files on the computer.
  • Basic typing proficiency (15+ words per minute)
  • General understanding of the property loss industry and terminology 

COURSE ENVIRONMENT

This course is conducted in a virtual classroom environment accessed through the Internet and telephone. In addition to the virtual classroom training,  students are required to complete two, one-hour study sessions during the 3-days of the training class. The 8-hour course consists of three virtual classroom sessions and two self-study sessions.

SKILLS AND OBJECTIVES

Students of this course will learn the following: 

  • How to navigate between Xactimate Desktop, Online and Mobile platforms
  • Setting system preferences in Xactimate Mobile
  • Navigating the Sketch features of Mobile
  • Efficiency in creating floorplans in Xactimate Mobile
  • How to effectively photo and label photos in the field
  • How to search and enter line items
  • How to utilize macros and templates to streamline your time in the field

CLASS SESSION SCHEDULES

DAY 1 -  Navigating Xactimate Mobile  (2 Hour Session)

DAY 2 -  Sketch and Photos (2 Hour Session)

DAY 3 -  Writing the Estimate; Macros (2 Hour Session)


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