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in order to learn xactimate, you've got to use xactimate

cati offers a full range of xactimate training options to take your skills—and career—to the next level

Boost your progress—and your profit potential—by achieving fundamental Xactimate skills

You already know Xactimate is critical to your success as a property adjuster. What you may yet not know is how to get the most from it—or how to use it at all.

For most adjusters, watching an instructor fly through features in an online class or YouTube video will not prepare you for success.

In order to learn Xactimate, you’ve got to use Xactimate. CATI specializes in hands-on Xactimate training—even when we do the training virtually!

Whether online or on-site, experienced CATI instructors will start where you are and coach you through sketch functions and line item entry on the way to a completed claim file. No matter where you are in your adjusting career, one of our Xactimate training courses will be the right next step for you.

Why you need xactimate 28 TRAINING

Having a license is simply not enough. CATI is committed to getting you the foundational skills you need to do real work in the real world.

WHICH XACTIMATE COURSE IS RIGHT FOR YOU?

Xactimate 28 Fundamentals

3-Day Livestream Webinar
$799
$ 499
  • Live Webinar Delivery
  • INCLUDES:
  • Basic Interior Sketch
  • Basic Roof Sketch
  • Exterior Sketch
  • Basic Line Item Entry
  • Photo Import + Label
  • 14.5 General TX CE Hours

Xactimate 28 Fundamentals II

2-Day Livestream Webinar
$499
$ 399
  • Live Webinar Delivery
  • ADDS TO FUNDAMENTALS:
  • Next-Step Room & Roof Sketch
  • Reference Areas + Blocks
  • Next-Step Wall Types
  • Multi-Story Sketch
  • Practice, Practice, Practice
  • TX CE Approval Pending

Xactimate 28 onsite

5-Day Classroom & Mockup Experience
$1599
$ 1199
  • Live In-Person Class
  • ALL FUNDAMENTALS I & II PLUS:
  • Hands-on Interior Scoping
  • Hands-on Roof Scoping
  • Beyond-the-Basics Sketch
  • In-Depth Line Item Entry
  • Leverage Tools for Efficiency
  • Photo Import + Annotate
  • Write 4-5 Claims On-Site
  • File Review Essentials
  • 24 General TX CE Hours
Most Popular

ADVANCED SCOPING

5-Day Classroom & Mockup Experience
$1599
$ 1199
  • Live In-Person Class
  • BUILDS ON XACTIMATE 28:
  • Advanced Sketch Skills
  • Graphical Estimating
  • Advanced Tips & Tricks
  • Photo + Annotation Quality
  • Integrated Scoping Training
  • Construction/Repair
  • Intensive Material/Product ID
  • Virtual Estimating Tools
  • 24 General TX CE Hours

SCHEDULE YOUR XACTIMATE TRAINING NOW

XACTIMATE FUNDAMENTALS

XACTIMATE FUNDAMENTALS ii

XACTIMATE 28

advanced scoping

things to know about xactimate 28 training at cati

Xactimate 28 Fundamentals is intended for adjusters with little to no prior Xactimate training or experience. The training will start at the very beginning and work through key fundamental processes to be able to successfully create an estimate. Xactimate Fundamentals II starts where that leaves off and adds additional skills to prepare you for your next step. The Fundamentals series is best for adjusters with little to no experience as a preparatory step to classroom training. Xactimate 28 is aimed at adjusters with little to no prior experience who want in-depth, hands-on training to go beyond navigating Xactimate but truly prepares you for work in the field. Advanced Scoping is best for adjusters with prior Xactimate and scoping training and experience in the field. Seasoned adjusters have benefited as well as those with just a few claims under their belt, but Xactimate proficiency is a must.

CATI will provide all instructional material for our Xactimate 28 courses.

For webinar training, you will need a computer with a reliable internet connection and both audio and video capability. The webinar will be presented via Zoom. TDI rules will require that you have your webcam active to verify attendance throughout the webinar to qualify for CE hours.

Additionally, you will need Xactimate 28 installed and functional on your computer prior to the start of class.

For classes on-site at our facility, you will need a computer with Xactimate 28 installed. We’ll provide information on how to get a demo version for free if you need it.

For on-site classes, you’ll also need the following:

  • Tape measure (at least 25′)
  • Clipboard & tablet
  • Digital camera with cord or card so you can upload photos to your computer
  • Tool belt or pouch to hold your gear while you work
  • Appropriate footwear for accessing a roof
You must have Xactimate 28 installed and functional on your computer prior to the start of class in order to participate. You can obtain a demo version of Xactimate 28 at xactware.com. We will provide additional information on obtaining the demo version and verifying its installation on your computer after receipt of your registration. Please note that CATI does not provide support for Xactimate products. Your advance preparation is essential, and you will be unable to participate if Xactimate 28 is not running on your computer at the time class begins.

There are no specific prerequisite courses needed to register for Xactimate 28 Fundamentals.

  • A basic understanding of the claims process and scoping process will be helpful.
  • For users who experience more challenges with computers and software, Xactimate Fundamentals is recommended to give you a headstart before taking Xactimate 28.
  • Prior Xactimate training and/or estimating experience is necessary before registering for Advanced Scoping.

Additionally, use of a computer is an essential part of the work of an adjuster, and of this class. We assume computer skills proficiency in our students. It is essential you have a working computer AND that you are able to perform functions such as the following before coming to class:

  • Log in, send and receive email from your personal or business account
  • Attach files to email
  • Create folders to save files and images on your desktop
  • Upload photos from your camera to a folder on your desktop

 

Xactimate 28 Fundamentals and Fundamentals II are held as a livestream webinar, so you can participate from your home or office via Zoom video conferencing. Webinar login details will be provided after your registration is confirmed. The courses run from 10:00 am to 4:00 pm Central time each day scheduled.

Xactimate 28 and Advanced Scoping are held at our training facility in Irving, TX, and courses run from 8:00 am to 5:00 pm Monday through Friday.

Xactimate Fundamentals is approved for 14.5 General CE hours for Texas adjusters.

Xactimate 28 and Advanced Scoping are approved for 24 General CE hours for Texas adjusters.

 

CE approval is pending for Xactimate Fundamentals II.

Learn how to navigate the Xactimate Control Center

Learn to set Xactimate preferences & claim parameters

Understand entry of claim information & coverage/loss information

Learn to create and dimension basic room configurations in Sketch

Understand how to set basic room, wall and ceiling properties

Enhance Sketch capabilities using the Reference Area & Block tools

Learn common roof types

Learn basic roof creation in Sketch

Complete basic estimate line item entry using a predefined scope

Utilize calculator, activity codes & basic variable calculations

Understand application of sales tax, O&P & depreciation

Overview of minimum charges and Global Changes

Learn how to import and label photos

Learn basic Xactimate tips & tricks

Complete daily projects in your Xactimate practice workbook

Complete a Capstone project to demonstrate your progress

High-level review of all Xactimate Fundamentals skills

Learn Room Sketch skills beyond the basics

Learn Roof Sketch skills beyond the basics

Practice sketching exterior elevations

Understand how to use the Break tool for Room and Roof Sketch

Learn to draw Vertex (angled) walls

Understand how to create basic staircases in Rooms

Learn to add levels (stories) to your Xactimate Sketch & adjust floor/ceiling levels

Learn how to sketch with an underlay

Learn Xactimate efficiencies like Global Changes, Retrieve Scope & more

Utilize calculator, activity codes & basic variable calculations beyond the basics

Learn how to add annotations to photos

Complete multiple daily projects in your Xactimate practice workbook

Complete a Capstone project to demonstrate your progress

 

Fully learn your way around the Xactimate environment including the Control Center, Projects & Reporting

Learn essential interior, exterior and roof sketch skills for speed & accuracy in the field

Optimize Xactimate use with features like the Orientation tool, Global Changes, Labor Minimums, handling of O&P & Sales Tax

Learn to leverage features like Reference Areas, Blocks and Lines to gain maximum efficiency

Master tricks like retrieving a scope, multi-room scoping and using built-in wizards

Develop critical skills for scoping on-site to save time & improve customer satisfaction scores

Write 4-5 complete claims in our state of the art interior, exterior & roof mockup spaces

Practice making real-world adjuster decisions instead of replicating workbook projects

Learn basics of construction, repairs & materials identification to ensure your scopes are complete & accurate

Master the art of reviewing your own file to ensure fewer rejections from the client & more claims in your queue

Complete a capstone project to demonstrate your progress

Small class size ensures the 1-on-1 support you need to succeed

Leverage the Xactimate skills you already have into greater efficiency, accuracy & speed

Gain advanced sketch skills including complex roofs, custom staircases, exterior tool, etc.

Learn Xactimate tips & tricks like graphical estimating, floors above/below level, code upgrades, etc.

Integrate virtual estimating technology into your scoping process

Develop critical skills for scoping on-site to save time & improve customer satisfaction scores (earn more money)

Write 4-5  claims from start to finish in our state of the art interior, exterior & roof mockup spaces

Practice making real-world adjuster decisions instead of replicating workbook projects

Get in-depth knowledge in construction, repairs & materials identification & apply immediately to your work

Master the art of reviewing your own file to ensure fewer rejections from the client & more claims in your queue

Complete a capstone project to demonstrate your progress

Small class size ensures the 1-on-1 support you need to succeed