Xactimate 27 Exercise Book - adjusterpro.com Exercise Book 1a.pdf · for you to rename it for who...

Xactimate 27

Exercise Book

www.adjusterpro.com

214-329-9030

www.AdjusterPro.com 214-329-9030

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

Page 1


Practice Set 1

Adjuster and Company Setup

Exercises

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214-329-9030

Page 2


Practice Set 2

Room Exercises

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Page 7


Exercise #1

Set 2 – Page 1

Page 8


Exercise #2

Set 2 – Page 2

Page 9


Exercise #3

Set 2 – Page 3

Page 10


Exercise #4

Set 2 – Page 4

Page 11


Exercise #5

Set 2 – Page 5

Page 12


Practice Set 3

Victim, Bob

Scenario Exercise

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214-329-9030

Page 13


Victim, Bob Exercise

Axis Property Corporation POLICY TERM 1/22/2005 TO 1/22/2006 DWELLING CLAIM NO. 12345 SEVERITY: 3 (5=MOST SEVERE) POLICY NO. 54321 DATE OF LOSS: 10/24/2005 AGENT CATASTROPHE WIND CLAIM CAT#54 ............. BOB AND JANET INSURANCE CO. 1234 SMITH ST. JONESBORO, FL 32123 INSURED: PERSON TO CONTACT:

VICTIM, BOB INS 555-123-4566 325 BEDLAM BLVD. DAY PHONE: 830-572-9987 HURRICANE ALLEY, FL 32122 EVENING PHONE: 830-134-5928

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 CLAIM LOSS HISTORY PAID BLDG PAID CONTS ADJUSTER 10,000 12345 10/24/2005 OPENED 0 0 AXIS A B C D Hurricane/Other Cov. (BUILDING) (OTHER STR) (CONTENTS) (LOSS OF USE) DEDUCTIBLE 148,200 28,940 78,100 – ACV 14,820 2%/500

SUBJECT TO FORMS NO(S): .............

Set 3 – Page 1

Page 14


Set 3 – Page 2

Page 15

www.AdjusterPro.com 214-329-9030 Set 3 – Page 3

Page 16


Page 17


Page 18


Page 19


Practice Set 4

Roof Exercises

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214-329-9030

Page 20


Roof Exercise #1

Set 4 – Page 1

Page 21


Roof Exercise #2

Set 4 – Page 2

Page 22


Roof Exercise #3

Set 4 – Page 3

Page 23


Roof Exercise #4

11, 11 Rafter

11, 8 Rafter

11, 11 Rafter

Set 4 – Page 4

Page 24


Roof Exercise #5

Set 4 – Page 5

Page 25


Practice Set 5

Roof Adjusting Exercise

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214-329-9030

Page 26

1

Axis Property Insurance Corporation8 Windy WayStorm Town, FL 33333

MANUAL-ROOFEXERCISE

Main Level

Roof1

931.46 Surface Area129.67 Total Perimeter Length67.76 Total Hip Length

9.31 Number of Squares34.13 Total Ridge Length

DESCRIPTION QUANTITY UNIT COST RCV DEPREC. ACV1. 3 tab - 25 yr. - composition shingle 11.00 SQ 145.03 1,595.33 (0.00) 1,595.33roofing - incl. felt2. Remove 3 tab - 25 yr. - composition 9.31 SQ 38.73 360.58 (0.00) 360.58shingle roofing - incl. felt3. R&R Drip edge 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

Grand Total Areas:0.00 SF Walls 0.00 SF Ceiling SF Walls and Ceiling0.000.00 SF Floor 0.00 SY Flooring 0.00 LF Floor Perimeter0.00 SF Long Wall 0.00 SF Short Wall 0.00 LF Ceil. Perimeter

0.00 Floor Area 0.00 Total Area 0.00 Interior Wall Area9.11 Exterior Wall Area 0.00 Exterior Perimeter of

Walls

931.46 Surface Area 9.31 Number of Squares 129.67 Total Perimeter Length34.13 Total Ridge Length 67.76 Total Hip Length

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Axis Property Insurance Corporation8 Windy WayStorm Town, FL 33333

MANUAL-ROOFEXERCISE 7/1/2010 Page: 3

Sketch Roof Annotations

Main LevelFace Square Feet Number of Squares Slope - Rise / 12F1 335.03 3.35 6.00F2 285.34 2.85 6.00F3 77.12 0.77 8.00F4 77.12 0.77 8.00F5 58.39 0.58 6.00F6 58.39 0.58 6.00F7 40.06 0.40 8.00

Estimated Total: 931.46 9.31

Page 29


Practice Set 6

House Diagram Exercise

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214-329-9030

Page 30

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Page 36


Appendix 1

Roof Types

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214-329-9030

Page 37


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.

Appendix 1 – Page 1

Page 38


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.


Page 39


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.


Page 40


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.


Page 41


Appendix 2

Item Codes

(Variables)

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214-329-9030

Page 42


Variables (“Calculator Codes”)

C ceiling area EA count F floor area HIP total hip length HH tall wall height LF length P perimeter PC perimeter of ceiling (estimate lineal feet/meters of crown molding) PF perimeter of floor (estimate lineal feet/meters of baseboard/skirting) R total ridge length SF area SQ number of squares SY square yards of floor area V volume VAL total valley length W wall area WW width WC wall and Ceiling area

Appendix 2

Page 43


Appendix 3

Printing Reports

In PDF format

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214-329-9030

Page 44


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”


Page 45


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”


Page 46

Xactimate 27 Exercise Book - adjusterpro.com Exercise Book 1a.pdf · for you to rename it for who...

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