Xactimate 27 Exercise Book

Xactimate 27
Exercise Book
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Page 1
Table of Contents
Set 1 – Adjuster and Company Setup Exercises
Set 2 – Room Exercises
Set 3 – Victim, Bob Scenario Exercise
Set 4 – Roof Exercises
Set 5 – Roof Adjusting Exercise
Set 6 – House Diagram Exercise
Reference
Appendix 1 – Roof Types
Appendix 2 – Item Codes
Appendix 3 – Saving Estimates on your Hard Drive
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Page 2
Practice Set 1
Adjuster and Company Setup
Exercises
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Page 3
Page 4
Page 5
Page 6
Page 7
Practice Set 2
Room Exercises
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Page 8
Exercise #1
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Set 2 – Page 1
Page 9
Exercise #2
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Set 2 – Page 2
Page 10
Exercise #3
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Set 2 – Page 3
Page 11
Exercise #4
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Set 2 – Page 4
Page 12
Exercise #5
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Set 2 – Page 5
Page 13
Practice Set 3
Victim, Bob
Scenario Exercise
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Page 14
Victim, Bob Exercise
Axis Property Corporation
POLICY TERM 1/22/2005 TO 1/22/2006
SEVERITY:
3
DWELLING CLAIM NO. 12345
(5=MOST SEVERE) POLICY NO.
54321
DATE OF LOSS: 10/24/2005
AGENT
.............
BOB AND JANET INSURANCE CO.
1234 SMITH ST.
JONESBORO, FL 32123
CATASTROPHE WIND CLAIM
INSURED:
VICTIM, BOB
325 BEDLAM BLVD.
HURRICANE ALLEY, FL
PERSON TO CONTACT:
INS 555-123-4566
DAY PHONE: 830-572-9987
EVENING PHONE: 830-134-5928
32122
CAT#54
COMMENT / DESCRIPTION
.............
tr/ins roof damaged, tree fell on dwelling, leaks in all rooms,
electrical damaged, contents damage, HVAC damage, fence damaged.
FLOOD POLICY NUMBER
.............
HOMEOWNERS POLICY 3
.............
RESERVE
10,000
CLAIM
12345
LOSS HISTORY
10/24/2005 OPENED
A
B
Cov. (BUILDING) (OTHER STR)
148,200
28,940
PAID BLDG
0
PAID CONTS
0
C
D
(CONTENTS) (LOSS OF USE)
78,100 – ACV
14,820
ADJUSTER
AXIS
Hurricane/Other
DEDUCTIBLE
2%/500
SUBJECT TO FORMS NO(S):
.............
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Set 3 – Page 1
Page 15
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Set 3 – Page 2
Page 16
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Set 3 – Page 3
Page 17
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Set 3 – Page 4
Page 18
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Set 3 – Page 5
Page 19
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Set 3 – Page 6
Page 20
Practice Set 4
Roof Exercises
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Page 21
Roof Exercise #1
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Set 4 – Page 1
Page 22
Roof Exercise #2
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Set 4 – Page 2
Page 23
Roof Exercise #3
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Set 4 – Page 3
Page 24
Roof Exercise #4
11, 11
Rafter
11, 11
Rafter
11, 8
Rafter
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Set 4 – Page 4
Page 25
Roof Exercise #5
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Set 4 – Page 5
Page 26
Practice Set 5
Roof Adjusting Exercise
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1
Page 27
Axis Property Insurance Corporation
8 Windy Way
Storm Town, FL 33333
MANUAL-ROOFEXERCISE
Main Level
Roof1
931.46 Surface Area
129.67 Total Perimeter Length
67.76 Total Hip Length
DESCRIPTION
9.31 Number of Squares
34.13 Total Ridge Length
QUANTITY
UNIT COST
RCV
DEPREC.
ACV
11.00 SQ
145.03
1,595.33
(0.00)
1,595.33
9.31 SQ
38.73
360.58
(0.00)
360.58
129.67 LF
1.43
185.42
(0.00)
185.42
Totals: Roof1
2,141.33
0.00
2,141.33
Total: Main Level
2,141.33
0.00
2,141.33
Line Item Totals: MANUAL-ROOFEXERCISE
2,141.33
0.00
2,141.33
1. 3 tab - 25 yr. - composition shingle
roofing - incl. felt
2. Remove 3 tab - 25 yr. - composition
shingle roofing - incl. felt
3. R&R Drip edge
Grand Total Areas:
0.00 SF Walls
0.00 SF Floor
0.00 SF Long Wall
0.00 SF Ceiling
0.00 SY Flooring
0.00 SF Short Wall
0.00 SF Walls and Ceiling
0.00 LF Floor Perimeter
0.00 LF Ceil. Perimeter
0.00 Floor Area
9.11 Exterior Wall Area
0.00 Total Area
0.00 Exterior Perimeter of
Walls
0.00 Interior Wall Area
931.46 Surface Area
34.13 Total Ridge Length
9.31 Number of Squares
67.76 Total Hip Length
129.67 Total Perimeter Length
2
MANUAL-ROOFEXERCISE
Main Level
7/1/2010
Page: 2
Page 28
3
Axis Property Insurance Corporation
Page 29
8 Windy Way
Storm Town, FL 33333
Sketch Roof Annotations
Main Level
Face
Square Feet
Number of Squares
Slope - Rise / 12
F1
F2
F3
F4
F5
F6
F7
335.03
285.34
77.12
77.12
58.39
58.39
40.06
3.35
2.85
0.77
0.77
0.58
0.58
0.40
6.00
6.00
8.00
8.00
6.00
6.00
8.00
Estimated Total:
931.46
9.31
MANUAL-ROOFEXERCISE
7/1/2010
Page: 3
Page 30
Practice Set 6
House Diagram Exercise
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EXERCISE-2
Main Level
7/26/2010
Page: 1
Page 31
EXERCISE-1
Main Level
7/26/2010
Page: 1
Page 32
MANUAL-FLR-PLAN2
Main Level
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Page: 1
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MANUAL-FLR-PLAN1
Main Level
7/1/2010
Page: 1
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MANUAL-FLR-PLAN3
Main Level
7/26/2010
Page: 1
Page 35
MANUAL-FLR-PLAN
Main Level
7/15/2010
Page: 1
Page 36
Page 37
Appendix 1
Roof Types
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Page 38
Gable Roof
A Gable Roof has two roof surfaces of the
same size, that are pitched at the same
angle back to back
Common variations of Gable roofs:
• Cross Gabled roof – Simply two gable
roof sections put together at a right
angle. The two ridges formed by
these gable roofs are typically
perpendicular to each other.
• Dutch gable – A hybrid type of gable
and hip roof where a full or partial
gable is located at the end of a ridge
offering more internal roof space
and/or increased aesthetic appeal.
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Appendix 1 – Page 1
Page 39
Hip Roof
Hip roof (or hipped roof) does not have flat sides
like the gable roof instead all sides of the roof slope
down to meet the walls of the house.
• Pyramid hip roof – Four equal triangular sides meet
at a single point at the top of the roof.
• Cross hipped roof – Similar to putting two
hipped roof buildings together. Where the
two roof sections meet forms a seam called
a valley.
• Half hipped roof – A standard hip roof that
has had two sides shortened to create
eaves.
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Appendix 1 – Page 2
Page 40
Other Roofs
Dutch gable – A hybrid type of gable and hip
roof where a full or partial gable is located at
the end of a ridge offering more internal roof
space and/or increased aesthetic appeal.
Mansard roof has two distinctly different
slopes on each side. The lower portion of the
roof has a very steep pitch often with dormers
attached, while the upper portion has a low
slope, just enough for water runoff to occur.
Gambrel roof, like the mansard roof, has
two distinctly different slopes on each of its
two symmetrical sides. The bottom slope
has a steep pitch, sometimes nearly vertical
while the top slope is lower. But unlike the
mansard roof, the gambrel roof only utilizes
this method on two sides of the structure
rather than four.
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Appendix 1 – Page 3
Page 41
Other Roofs (continued)
Flat roofs usually have at least a slight slope to
assist in the shedding of water
Bonnet or “kicked eaves” roof. Usually have two
slopes on all four sides of a structure. It is
essentially the opposite a mansard roof in that its
upper slope is steeper than the bottom slope. The
bottom slope often hangs over the house to cover
an open sided porch and provide shelter from the
sun or rain.
A shed roof (often called a lean-to) is typically a single
roof face that slopes down the entirety of the
structure or structure addition.
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Appendix 1 – Page 4
Page 42
Appendix 2
Item Codes
(Variables)
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Page 43
Variables
(“Calculator Codes”)
C
EA
F
HIP
HH
LF
P
PC
PF
R
SF
SQ
SY
V
VAL
W
WW
WC
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ceiling area
count
floor area
total hip length
tall wall height
length
perimeter
perimeter of ceiling (estimate lineal feet/meters of crown molding)
perimeter of floor (estimate lineal feet/meters of baseboard/skirting)
total ridge length
area
number of squares
square yards of floor area
volume
total valley length
wall area
width
wall and Ceiling area
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Appendix 2
Page 44
Appendix 3
Printing Reports
In PDF format
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Page 45
When you are in your project and are ready to print, you can create a PDF report by following the
below instructions.
From the Main Menu inside your project select “Print” from the “Estimate” menu item as below.
Once the new window for “Estimate Reports” opens up, simply select the “Export” from the bottom
center button as shown. From the options, select “Export PDF File”
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Appendix 3 – Page 1
Page 46
We recommend you get in the habit of organizing
your files within logical folders.
You should create a directory on your computer
named “Claims”.
Under the “Claims” directory, you would create a
folder for each claimant using the format of last name
first name.
For the examples we have in class, we have created
what you see in the screen shot here.
When you select “Export PDF File”, you will bring up a navigation window which will ask you what
to name the file and what location you wish to save it in.
Each version of windows is a bit different in how you see the window displayed, but the concept is the
same for each.
Select the location of your “Claims” folder that you created. If you don’t have the folder already
created for the claimant, select the “Create a new folder” icon to the right of the file location.
You will see a small folder with a orange circle on the top right as above. By selecting this, it will
allow you to create a new folder. The folder is created in the window and the name highlighted ready
for you to rename it for who you are doing the estimate for. Remember we are using last name first
name format in naming the folder.
From here you simply edit the “File Name” at the bottom to read last name first name Estimate and
then select “Save”
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Appendix 3 – Page 2