Xactimate® Training At YOUR LOCATION*

Xactimate Software training for groups and business clients — use the contact form here.




Need customized, on-site Xactimate software training for your company? Let us provide custom training for your restoration company or roofing sales staff. Please use the contact form to inquire about available dates and costs.

Xactimate® Training customized to YOUR business needs!

Tailored training specifically for roofers, restoration companies, adjusters and general contractors

  • One-day (8 hours) or Two-days (16 hours) at your business or conference location
  • Train new employees quickly
  • Refresh and update current employee’s skills and knowledge

Call now to request a complimentary consultation, 972.837.8621

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*IMPORTANT: See ‘Training Territory & Pricing’tab for locations served in TX, OK and LA. Other locales and states will require a custom quote.

Our training territory includes a 350 mile radius around zip code: 76234 (north Texas)

Major cities serviced would include:

  • Dallas-Ft Worth, TX
  • Tyler-Longview TX
  • Shreveport-Bossier City, LA
  • Oklahoma City, OK
  • Tulsa, OK
  • Wichita Falls, TX
  • Abilene, TX
  • Lubbock, TX
  • Austin, TX
  • Houston, TX
  • San Antonio, TX
  • Amarillo, TX
  • Texarkana, TX
  • Texarkana, AR

Contact us for a custom quote.

 

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Q: How will you determine the type of training that my company or group needs?

A: We understand that companies have vastly different needs.  After selecting your training date(s), our lead instructor
will contact you to learn more about your business.

Based on this interview, the Xactimate® class modules will be tailored to best serve your unique situation.

Q: Is the training best suited to beginners or advanced users?

This is entirely up to you.

You may have new hires who need to start from the beginning;  you may have others who want advanced skills, such as Xactimate® Sketch.

Either way, you’ll have the opportunity to discuss your situation in-depth, well in advance of the class.

Be sure to mention specific skills/topics that you’ll want us to address.

Examples of Topics Covered:

  • How to customize and configure the Xactimate® software installation to your business
  • How to save time with ‘graphical estimating’
  • How to do ‘line item estimating’
  • How to create and use macros
  • Using the built-in wizard tools for hvac, plumbing,insulation, etc.
  • How to add your company’s logo to the finished estimate
  • Translating field notes into  accurate and complete estimates
  • Uploading and managing images
  • Avoiding adjuster disputes

Q: My company is located outside your service area. Will you come to my location?

A: We would be glad to discuss your needs and provide a custom quote.

Questions? Please call 972.837.8621