Xactimate

Exercise Book                                   

 

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214-329-9030

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Table of Contents 

Exercises 

Set 1 – Adjuster and Company Setup Exercises .......................................... 1

Set 2 – Room Exercises ............................................................................. 20

Set 3 – Victim, Bob Scenario Exercise ...................................................... 26

Set 4 – Roof Exercises .............................................................................. 33

Set 5 – Roof Adjusting Exercises .............................................................. 44

Set 6 – House Diagram Exercises ............................................................. 48

Set 7 – The Xact-A-Mazing Drawings ..................................................... 55

References 

Appendix 1 – Roof Types ......................................................................... 58

Appendix 2 – Item Codes (Variables) ....................................................... 63

Appendix 3 – Printing Reports in PDF Format ........................................ 65             

   

Copyright © October 2013, AdjusterPro LLC  

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Practice Set 1

Adjuster and Company Setup

     

   

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DATE

PHONE PREVIOUSLYPRODUCER MISCELLANEOUS INFO (Site & location code) DATE OF LOSS AND TIME(A/C, No, Ext): REPORTED

POLICY COMPANY AND POLICY NUMBER NAIC CODE POLICY DATESTYPECO: EFF:PROP/

HOME POL: EXP:

CO: EFF:FLOOD

CODE: SUB CODE: POL: EXP:AGENCY CUSTOMER ID CO: EFF:

WINDPOL: EXP:

NAME AND ADDRESS OF INSURED DATE OF BIRTH NAME AND ADDRESS OF INSURED

SOC SEC # OR FEIN:

RESIDENCE PHONE (A/C, No) BUSINESS PHONE (A/C, No, Ext)

NAME AND ADDRESS OF SPOUSE (IF APPLICABLE) RESIDENCE PHONE (A/C, No) BUSINESS PHONE (A/C, No, Ext)DATE OF BIRTH

SOC SEC # OR FEIN: WHERE TO CONTACT WHEN TO CONTACT

POLICE OR FIRE DEPT TO WHICH REPORTEDLOCATIONOF LOSS

PROBABLE AMOUNT ENTIRE LOSSKIND

OF LOSS

DESCRIPTION OF LOSS & DAMAGE (Use separate sheet, if necessary)

MORTGAGEE

HOMEOWNER POLICIES SECTION 1 ONLY (Complete for coverages A, B, C, D & additional coverages. For Homeowners Section II Liability Losses, use ACORD 3.)

A. DWELLING B. OTHER STRUCTURES C. PERSONAL PROPERTY D. LOSS OF USE DEDUCTIBLES DESCRIBE ADDITIONAL COVERAGES PROVIDED

SUBJECT TO FORMS (Insert form numbersand edition dates, special deductibles)FIRE, ALLIED LINES & MULTI-PERIL POLICIES (Complete only those items involved in loss)

ITEM SUBJECT OF INSURANCE AMOUNT % COINS DEDUCTIBLE COVERAGE AND/OR DESCRIPTION OF PROPERTY INSURED

SUBJECT TO FORMS(Insert form numbersand edition dates,special deductibles)

ZONE DIFF IN ELEVBUILDING: DEDUCTIBLE:FLOOD FORMPOLICY TYPECONTENTS: DEDUCTIBLE:

BUILDING DEDUCTIBLE CONTENTS ZONEWIND FORM

POLICY TYPE

REMARKS/OTHER INSURANCE (List companies, policy numbers, coverages & policy amounts)/NY ONLY: PREVIOUS ADDRESS OF INSURED & WIFE’S MAIDEN NAME

CAT # FICO # ADJUSTER # DATE ASSIGNEDADJUSTERASSIGNED

REPORTED BY REPORTED TO SIGNATURE OF INSURED SIGNATURE OF PRODUCER

AM

PM YES NO

CONTACT INSURED

OTHERFIRE LIGHTNING FLOOD (explain)THEFT HAIL WIND

NO MORTGAGEE

ON

COVERAGE A. EXCLUDES WIND

BLDG CNTS

BLDG CNTS

BLDG CNTS

PRE FIRM GENERAL CONDO

POST FIRM DWELLING

GENERAL CONDO

DWELLING

INSURED CONTACT

LOSS

POLICY INFORMATION

NOTE: IMPORTANT STATE INFORMATION ON REVERSE SIDEACORD 1 (2001/02) © ACORD CORPORATION 1988

ACORD PROPERTY LOSS NOTICE

$106,000.00$26,500.00

$106,000.00

$53,000.00

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All Lines Claims Work Order  

Claim ID: 45592 Date of Loss: 10/24/2005 Risk ID: PLQ56239 / HO3 Date Reported: 10/31/2005 Adjusting Company: All Lines Claims Date Risk Effective: 07/13/2005 Adjuster:

Insured Name and Mailing Address:

JAMES CROMWELL 9881 NW 41st St, Fort Lauderdale, FL 33351

Date Version Effective:

Property Address 9881 NW 41st St, Fort Lauderdale, FL 33351

07/13/2005

County: BROWARD

 

  

Producer's Name and Physical Address:

Contact Information: Contact Name: JAMES CROMWELL Day Phone: 954-278-9963

Agency Name: Agent Name:

ARGONAUT INSURANCE HELEN GLASS

Night Phone: 954-855-3274 Other Phone:

9960 OAKLAND PARK BLVD FORT LAUDERDALE, FL 33313

Cell Phone: 415-976-4879 Fax Phone:

Phone Number: 954-788-2020 Defense Firm: Attorney Name:

   

Catastrophe Name: HURRICAN WILMA Description: tr/ins roof and screen torn off. carpets wet throughout second floor. first floor ceiling damaged. window broken. floor has water damage. front of house has some tiles. no electic in house. unlivable. csr0504

 

  

Other Interests Information (Data displayed is from the current in-force version of the risk): Other Interest 1: FIRST FINANCIAL SAVERS CREDIT UNION / ISAOA Other Interest 2: Other Interest 3:

 

Claimants: Claimant 1: Claimant 2: Claimant 3:

 

 JAMES CROMWELL

Coverage Limits (Reserves), Deductible A: $120,000 (15,000) Fungi (Mold) Property: $12,000 B: $12,000 Fungi (Mold) Liability: $50,000 C: $48,000 Loss Assessment: $1,000 D: $24,000 E: $100,000 AOP: 1,000 F: $1,000 Hurricane: 2%

Wind/Hail Excluded:

Optional Coverages                 

Warnings:

Coverage Limits

Forms: Forms Cont'd: HO 00 03 04 91 HO 23 70 07 01 PLQ 13 05 93 PLQ 16 09 95 PLQ 23 07 04 PLQ 24 05 05 PLQ 30 05 02 HO 04 90 04 91 HO 04 96 04 91 Calendar Year Hurricane Deductible PLQ 24 05 05 applies

Current Term History: RiskIDEnd Eff Date Chge

  

Prem Change

  

Date Created

  

Created By

Prior Loss History: ClaimNum Peril Date of Loss Adj Firm Paid to Date Coverages Paid

Date: 10/30/2005 Time: 2:38 pm

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CLAIM ADJUSTER ASSIGNMENT All Lines Claims 4774 Feather Trail

West Palm Beach, Florida 33411 PH# (888) 976-0147 PAGE: 1

POLICY TERM 2/02/2005 TO 2/02/2006 DWELLING CLAIM NO. G251178

SEVERITY: 2 (5=MOST SEVERE) POLICY NO. 9958813 DATE OF LOSS: 10/24/2005

AGENT: CATASTROPHE WIND CLAIM CAT# 54 --------- ------------------------- COMMON INSURANCE AGENCY 12461 243 S. MILITARY TRAIL LAKE WORTH, FL 33461-2725

 PH# (954) 545-7469 FAX (954) 288-9641

 INSURED: PERSON TO CONTACT: -------- ------------------

MCDOWELL, RODERICK RODERICK MCDOWELL 29 APALACHEE ROAD WEST PALM BEACH, FL 33406 DAY PHONE# EVENING PHONE#

(561) 447-2148 (561) 742-8588  COMMENT/DESCRIPTION ------------------- lost storage room totaly, tree was lost in front of the house, roof shingles are lost, the concrete roof is leaking, fence was also damaged.

 FLOOD POLICY NUMBER FLOOD CARRIER ------------------- ------------- 0058566891 COMMUNITY BANKERS TRUST FUND, FL. 10111

 HOMEOWNERS POLICY # HOMEOWNERS CARRIER ------------------- ------------------

HOMEOWNERS UNKNOWN   RESERVE CLAIM LOSS HISTORY PAID BLDG PAID CONTS ADJUSTER --------- ------------------------ --------- ---------- --------

5,000 223641 10/24/2005 OPENED 0 0 ALL LINES   

A B C D Hurricane/Other ITEM (BUILDING) (OTHER STR) (CONTENTS) (LOSS OF USE) WIND DEDUCTIBLE

1 ONE STORY MASONRY 1 UNIT DWELLING LOC: 413 24TH ST, WILTON MANORS, BROWARD COUNTY, FL 33311

138,000 13,800 55,200-ACV 27,600 2,760/500  

Fungi (Mold) Limit: $0  

SUBJECT TO FORMS NO(S): DW2 07 04

----------------------  MORTGAGEE/LOSS PAYEES: ---------------------- YOUR CAPITAL MORTGAGE INC ISAOA P.O. BOX 570 IRVINE, CA 92607 LOAN #0030568891

MORTGAGEE/LOSS PAYEES: ----------------------

2 YOUR CAPITAL BANK ISAOA PO BOX 71 PASADENA, CA 91102 LOAN #5689-00004682899663874521

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DATE

PHONE PREVIOUSLYPRODUCER MISCELLANEOUS INFO (Site & location code) DATE OF LOSS AND TIME(A/C, No, Ext): REPORTED

POLICYCOMPANY AND POLICY NUMBER NAIC CODE POLICY DATESTYPE

CO: EFF:PROP/HOME POL: EXP:

CO: EFF:FLOOD

CODE: SUB CODE: POL: EXP:

AGENCY CUSTOMER ID CO: EFF:WIND

POL: EXP:

NAME AND ADDRESS OF INSURED DATE OF BIRTH NAME AND ADDRESS OF INSURED

SOC SEC # OR FEIN:

RESIDENCE PHONE (A/C, No) BUSINESS PHONE (A/C, No, Ext)

NAME AND ADDRESS OF SPOUSE (IF APPLICABLE) RESIDENCE PHONE (A/C, No) BUSINESS PHONE (A/C, No, Ext)DATE OF BIRTH

SOC SEC # OR FEIN: WHERE TO CONTACT WHEN TO CONTACT

POLICE OR FIRE DEPT TO WHICH REPORTEDLOCATIONOF LOSS

PROBABLE AMOUNT ENTIRE LOSSKIND

OF LOSS

DESCRIPTION OF LOSS & DAMAGE (Use separate sheet, if necessary)

MORTGAGEE

HOMEOWNER POLICIES SECTION 1 ONLY (Complete for coverages A, B, C, D & additional coverages. For Homeowners Section II Liability Losses, use ACORD 3.)

A. DWELLING B. OTHER STRUCTURES C. PERSONAL PROPERTY D. LOSS OF USE DEDUCTIBLES DESCRIBE ADDITIONAL COVERAGES PROVIDED

SUBJECT TO FORMS (Insert form numbersand edition dates, special deductibles)

FIRE, ALLIED LINES & MULTI-PERIL POLICIES (Complete only those items involved in loss)

ITEM SUBJECT OF INSURANCE AMOUNT % COINS DEDUCTIBLE COVERAGE AND/OR DESCRIPTION OF PROPERTY INSURED

SUBJECT TO FORMS(Insert form numbersand edition dates,special deductibles)

ZONE DIFF IN ELEVBUILDING: DEDUCTIBLE:FLOOD FORMPOLICY TYPECONTENTS: DEDUCTIBLE:

BUILDING DEDUCTIBLE CONTENTS ZONEWIND FORM

POLICY TYPE

REMARKS/OTHER INSURANCE (List companies, policy numbers, coverages & policy amounts)/NY ONLY: PREVIOUS ADDRESS OF INSURED & WIFE’S MAIDEN NAME

CAT # FICO # ADJUSTER # DATE ASSIGNEDADJUSTERASSIGNED

REPORTED BY REPORTED TO SIGNATURE OF INSURED SIGNATURE OF PRODUCER

AM

PM YES NO

CONTACT INSURED

OTHERFIRE LIGHTNING FLOOD (explain)

THEFT HAIL WIND

NO MORTGAGEE

ON

COVERAGE A. EXCLUDES WIND

BLDG CNTS

BLDG CNTS

BLDG CNTS

PRE FIRM GENERAL CONDO

POST FIRM DWELLING

GENERAL CONDO

DWELLING

INSURED CONTACT

LOSS

POLICY INFORMATION

NOTE: IMPORTANT STATE INFORMATION ON REVERSE SIDEACORD 1 (2001/02) © ACORD CORPORATION 1988

ACORD PROPERTY LOSS NOTICE

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All Lines Claims Work Order  

Claim ID: 36599 Date of Loss: 10/24/2005 Risk ID: PLQ54327 / HO3 Date Reported: 10/28/2005 Adjusting Company: All Lines Claims Date Risk Effective: 09/20/2005 Adjuster:

Insured Name and Mailing Address:

IRIS L. COVINGTON 1301 IVY LN. PLANTATION, FL 33351

Date Version Effective:

Property Address 981 BANYON LN. PLANTATION, FL 33351

09/20/2005

County: BROWARD

 

  

Producer's Name and Physical Address:

Contact Information: Contact Name: IRIS L. COVINGTON Day Phone: 954-487-5436

Agency Name: Agent Name:

HELPERS INS. SVCS. ROMUALDO BENITO

Night Phone: 954-963-6582 Other Phone:

3723 S. FLAMINGO RD. PLANTATION, FL 33325

Cell Phone: 305-976-3214 Fax Phone:

Phone Number: 954-789-2014 Defense Firm: Attorney Name:

   

Catastrophe Name: HURRICAN WILMA Description: Roof on part of home missing. Entry way scattered & room destroyed. Fence down & furnishing destroyed.

 

  

Other Interests Information (Data displayed is from the current in-force version of the risk): Other Interest 1: AMERICAN MORTGAGE HOME FINANCE CORPORATION Other Interest 2: SOUTHEAST FEDERAL CREDIT UNION Other Interest 3:

 

Claimants: Claimant 1: Claimant 2: Claimant 3:

 

 

IRIS L. COVINGTON

Coverage Limits (Reserves), Deductible A: $240,000 (25,000) Fungi (Mold) Property: $20,000 B: $24,000 Fungi (Mold) Liability: $50,000 C: $96,000 Loss Assessment: $1,000 D: $48,000 E: $100,000 AOP: 500 F: $1,000 Hurricane: 2%

Wind/Hail Excluded:

Optional Coverages                 

Warnings:

Coverage Limits

Forms: Forms Cont'd: HO 00 03 04 91 HO 23 70 07 01 PLQ 13 05 93 PLQ 16 09 95 PLQ 23 07 04 PLQ 24 05 05 PLQ 30 05 02 HO 04 90 04 91 HO 04 96 04 91 Calendar Year Hurricane Deductible PLQ 24 05 05 applies

Current Term History: RiskIDEnd Eff Date Chge

  

Prem Change

  

Date Created

  

Created By

Prior Loss History: ClaimNum Peril Date of Loss Adj Firm Paid to Date Coverages Paid

Date: 10/28/2005 Time: 10:27 am

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CLAIM ADJUSTER ASSIGNMENT All Lines Claims 4774 Feather Trail

West Palm Beach, Florida 33411 PH# (888) 976-0147 PAGE: 1

POLICY TERM 3/25/2012 TO 3/25/2013 DWELLING CLAIM NO. W58821

SEVERITY: 4(5=MOST SEVERE) POLICY NO. 8952254 DATE OF LOSS: 06/13/2012

AGENT: --------- ------------------------- CENTRAL PERSONAL INSURANCE AGENCY 78599 7883 S. BELT LINE ROAD IRVING, TX 75060-2725

 PH# (972) 838-1167 FAX (972) 998-1524

 INSURED: PERSON TO CONTACT: -------- ------------------

FINCH, ROBIN ROBIN FINCH 9236 ST LO DR IRVING, TX 75060 DAY PHONE# EVENING PHONE#

(972) 313-0458 (972) 655-2396  COMMENT/DESCRIPTION ------------------- Hail damage to home and backyard shed. Roof is ruined and missing tiles. Many leaks inside of building. Outside fence was damaged. Deck badly touched. Interior damage to contents and ceilings. Homeowner prefers not to live there so must be contacted on cell phone: 972-635-9854

 FLOOD POLICY NUMBER FLOOD CARRIER ------------------- -------------

 HOMEOWNERS POLICY # HOMEOWNERS CARRIER ------------------- ------------------ HO 5 / TX503H66921 Central Texas Ins.

  RESERVE CLAIM LOSS HISTORY PAID BLDG PAID CONTS ADJUSTER --------- ------------------------ --------- ---------- --------

15,000 W58821 06/14/2012 OPENED 0 0 ALL LINES   

A B C D Hurricane/Other ITEM (BUILDING) (OTHER STR) (CONTENTS) (LOSS OF USE) WIND DEDUCTIBLE

1 TWO STORY COLONIAL 1 UNIT DWELLING LOC: 9236 ST LO ST. IRVING, DALLAS COUNTY, TX 75060

276,000 27,600 110,400-ACV 55,200 5,520/500  

Fungi (Mold) Limit: $0  

SUBJECT TO FORMS NO(S): HO 00 05 10 98

----------------------  MORTGAGEE/LOSS PAYEES: ---------------------- HAMILTON BUILDERS PARTNERSHIP LENDING P.O. BOX 3358 LONGVIEW, TX 75606 LOAN #TX4089213-87

MORTGAGEE/LOSS PAYEES: ----------------------

2

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Practice Set 2

Room Exercises

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Exercise #1

Set 2 – Page 1

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Exercise #2

Set 2 – Page 2

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Exercise #3

Set 2 – Page 3

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Exercise #4

Set 2 – Page 4

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Exercise #5

Set 2 – Page 5

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Practice Set 3

Victim, Bob

Scenario Exercise

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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

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Practice Set 4

Roof Exercises

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Practice Set 5

Roof Adjusting Exercise

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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

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Practice Set 6

House Diagram Exercise

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Dimensioning in Sketch 1 

Using the Dimension tool in Sketch, create a floor plan with the following rooms: 

Room Name  Width (R – L)  Height (Up – Down) 

Laundry  10,8  6 

Bathroom  10,8  7,8 

Study  10,8  10,8 

Bedroom1  18  10,8 

Bedroom2  18  14 

Hallway  3  25 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   

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Dimensioning in Sketch 2 

Using the Dimension tool in Sketch, create a floor plan with the following rooms: 

Room Name  Width (R – L)  Height (Up – Down) 

Living  16,10  9,11 

Kitchen  14,6  9,11 

Garage  14,6  18 

Bedroom1  12  12 

Bedroom2  12  12 

Bathroom  7  8 

Hall  7  3,8 

 

 

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Practice Set 7

The Xact-A-Mazing Drawing

                         

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Appendix 1

Roof Types

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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 gableroof 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 gableand 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

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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 meetat a single point at the top of the roof.

• Cross hipped roof – Similar to putting twohipped roof buildings together. Where the two roof sections meet forms a seam called a valley.

• Half hipped roof – A standard hip roof thathas had two sides shortened to create eaves.

Appendix 1 – Page 2

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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.

Appendix 1 – Page 3

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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.

Appendix 1 – Page 4

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Appendix 2

Item Codes

(Variables)

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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

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Appendix 3

Printing Reports

In PDF format

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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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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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