Xactimate 27 Exercise Book
Transcription
Xactimate 27 Exercise Book
Xactimate 27 Exercise Book www.adjusterpro.com 214-329-9030 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 www.AdjusterPro.com 214-329-9030 Page 2 Practice Set 1 Adjuster and Company Setup Exercises www.AdjusterPro.com 214-329-9030 www.adjusterpro.com 214-329-9030 Page 3 Page 4 Page 5 Page 6 Page 7 Practice Set 2 Room Exercises www.AdjusterPro.com 214-329-9030 www.adjusterpro.com 214-329-9030 Page 8 Exercise #1 www.AdjusterPro.com 214-329-9030 Set 2 – Page 1 Page 9 Exercise #2 www.AdjusterPro.com 214-329-9030 Set 2 – Page 2 Page 10 Exercise #3 www.AdjusterPro.com 214-329-9030 Set 2 – Page 3 Page 11 Exercise #4 www.AdjusterPro.com 214-329-9030 Set 2 – Page 4 Page 12 Exercise #5 www.AdjusterPro.com 214-329-9030 Set 2 – Page 5 Page 13 Practice Set 3 Victim, Bob Scenario Exercise www.AdjusterPro.com 214-329-9030 www.adjusterpro.com 214-329-9030 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): ............. www.AdjusterPro.com 214-329-9030 Set 3 – Page 1 Page 15 www.AdjusterPro.com 214-329-9030 Set 3 – Page 2 Page 16 www.AdjusterPro.com 214-329-9030 Set 3 – Page 3 Page 17 www.AdjusterPro.com 214-329-9030 Set 3 – Page 4 Page 18 www.AdjusterPro.com 214-329-9030 Set 3 – Page 5 Page 19 www.AdjusterPro.com 214-329-9030 Set 3 – Page 6 Page 20 Practice Set 4 Roof Exercises www.AdjusterPro.com 214-329-9030 www.adjusterpro.com 214-329-9030 Page 21 Roof Exercise #1 www.AdjusterPro.com 214-329-9030 Set 4 – Page 1 Page 22 Roof Exercise #2 www.AdjusterPro.com 214-329-9030 Set 4 – Page 2 Page 23 Roof Exercise #3 www.AdjusterPro.com 214-329-9030 Set 4 – Page 3 Page 24 Roof Exercise #4 11, 11 Rafter 11, 11 Rafter 11, 8 Rafter www.AdjusterPro.com 214-329-9030 Set 4 – Page 4 Page 25 Roof Exercise #5 www.AdjusterPro.com 214-329-9030 Set 4 – Page 5 Page 26 Practice Set 5 Roof Adjusting Exercise www.AdjusterPro.com 214-329-9030 www.adjusterpro.com 214-329-9030 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 www.AdjusterPro.com 214-329-9030 www.adjusterpro.com 214-329-9030 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 7/26/2010 Page: 1 Page 33 MANUAL-FLR-PLAN1 Main Level 7/1/2010 Page: 1 Page 34 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 www.AdjusterPro.com 214-329-9030 www.adjusterpro.com 214-329-9030 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. www.AdjusterPro.com 214-329-9030 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. www.AdjusterPro.com 214-329-9030 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. www.AdjusterPro.com 214-329-9030 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. www.AdjusterPro.com 214-329-9030 Appendix 1 – Page 4 Page 42 Appendix 2 Item Codes (Variables) www.AdjusterPro.com 214-329-9030 www.adjusterpro.com 214-329-9030 Page 43 Variables (“Calculator Codes”) C EA F HIP HH LF P PC PF R SF SQ SY V VAL W WW WC www.AdjusterPro.com 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 214-329-9030 Appendix 2 Page 44 Appendix 3 Printing Reports In PDF format www.AdjusterPro.com 214-329-9030 www.adjusterpro.com 214-329-9030 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” www.AdjusterPro.com 214-329-9030 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” www.AdjusterPro.com 214-329-9030 Appendix 3 – Page 2