Xactimate - Basics of Roof Sketch with Alena Wilson!
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- Опубліковано 4 жов 2024
- Download my Sketch Shortcuts PDF here:
estimatemaster...
This video is a full walkthrough of how to create an estimate in the newest version of Xactimate: Version X1. I start from the very beginning of the process by showing how to create a new Project and what Profile to use when opening a new estimate.
I also go over best practices for downloading price lists, how to Sketch a simple room with a door and window and how to build a small list of line items. I show how to finish the process by creating a pdf of the estimate in the new Documents section of Version X1.
Feel free to ask any questions below about how to create an estimate or changes in the new Version X1.
To Discover More how Estimate Mastery can help you save time and make more money check us out at www.estimatemastery.com
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Video may be 3 years old but (SKETCH!)
I’ve been licensed since last August, I had my first deployment in January but lasted a week due to being severely underprepared. I’m here to start building that toolbelt! Thank You so much for not being another fluff channel seriously!
Thanks so much! I'm really glad you're finding my content helpful. Email "sketch" to info@estimatemastery.com and we'll get that to you!
What weren't you prepared for at your 1st deployment? I am looking to get into the field just want to make sure I'm prepared! 😂
@@RomanMan-ii5sh hey there, dude I was super excited and freshly licensed. I was unprepared for the 70 claims they slapped on me for Day 2, I had to create a wordtrack, learn ECS (SF interface) practically on my own (utilized microsoft teams and any other adjuster I could reach) I literally didn’t know how to do anything related to claims handling. Essentially the license is your way to get into the queue, without the training you’re either gonna have to lie about being deployed to get a job or know someone on the staff currently. It’s nowhere near as easy as UA-cam will make it seem but it is certainly still worth it. I’ve been licensed almost two years and all I had was one week of work 😅 a bunch of applying to firms knowing their gonna say no but still have to attempt to even get a yes. I’m trying to go with a staff position, get the training, get my reps and then retry to pop out as an independent again! Everyone tells you that you’ll make great money or even 100k but nobody tells you what you really need to know. Please feel free to reach out! Needs for preparation will be: proper training and what I mean is learning how to honor policy, getting vetted on customer service and verbiage, learning what questions to ask, extreme attention to detail, understanding the workload and how to go about grilling it, the interface (ECS for State Farm unsure of others) xactimate estimating and sketching, understanding of construction knowledge and FLOW! Multitasking, thinking on the fly, high stress and seemingly not hitting the mark is just the nature of the beast. If you get a desk job first, great! If you hit the field first, have about 3-5k stashed for travels, stays and grub! People would try to charge you for that little bit of info lol I wish you well and maybe even work in the future!
@@AKiddGDeux thanks for the input! I am trying to get on staff as well to get some training because I am new to the adjusting field! I hope everything works out for you!
@@RomanMan-ii5sh Same here I’m just as fresh lol and thank you wishing you the best of luck as well!
Sketch - the way you explain XM8 is very clear!! So helpful - thank you!
You're very welcome!
WOW! TY for what you do - just started the IA journey and your videos are AWESOME! Guess I'll be seeing a lot of you in the future... Thanks again for what ya do!
Thanks Bill! Congrats on becoming an IA and welcome to the community!
Alena is great. I learn something new everytime i watch one of her youtubes.
Is there anyway you can email us on UA-cam a list of the shortcuts?
Great instruction love short cuts
Thanks for creating such a good videos.
Our pleasure!
Sketch- thankyou for all the help. You're awesome!
Hey Ja! Email "sketch" to my team at info@estimatemastery.com and we'll get that to you!
Holy cow! Thank you for teaching me how to make a third handle!!!!!
Woohoo!! Glad to be of service :)
@@EstimateMastery that and using the CTRL button to make another room (closets will be much faster now)... Thank you. You are a great teacher too going over every keystroke assuming the person who is watching is starting Xactimate for the first time.
SKETCH!!! Thank you. I love your videos.
Hey Jude! I'm so glad you like my videos! Email "sketch" to info@estimatemastery.com and we'll get that to you!
Sketch ... thank you for your kind and helpful instruction
You are very welcome!
SKETCH :) I'm brand new to Xactimate and to roofing insurance claims and your videos are life/job savers :) THANK YOU
Hey Steve! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
This was good information! Thanks a bunch!
You are so welcome!
Sketch :) You are such a life saver! Thank you for all you do!
Hey Tara! I'm glad to help. To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
This video is very helpful and the short cuts were superb, thank you Allena.
You're so welcome!
You are a life saver! "SKETCH"
Unfortunately, UA-cam doesn't allow me to send files in the comments. Email me at alena@xm8mastery.com and I'll send you the file.
sketch!! please!! you are a big help i am new and was completely lost till i found your channel
Hey Sarah! Thanks for sharing. I'm really glad you find my videos helpful. To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
Sketch - thanks for showing us
Hey Kenneth! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
"Sketch" Thank for the great information. I am VERY New to this field and software, getting this information prior to start of my class for independent adjuster license was just awesome. I am definitely going to check out your other videos.
Awesome! Welcome to the community! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
Sketch and thank you!!! You're awesome!👊🏾💪🏾💯
Thanks! To download my free sketch shortcuts, just click this link: xm8mastery.com/sketch/
Great video, thanks for sharing.
Sketch. Your videos help me a lot with estimates. ❤
Glad you like them!
FYI: Shift+enter gives you full screen without going to options 1st. Thanks for all your info!!
Good tip!
Sketch please! and thank you for all your helpful videos 💕
Please email "sketch" to info@estimatemastery.com to receive info.
Sketch! Thanks for sharing!
Hey Jeffers! Email "sketch" to info@estimatemastery.com and we'll get it to you!
(Sketch) I'm new to adjusting, but find it very easy to follow your videos.
Please email "sketch" to info@estimatemastery.com to receive info.
sketch! Just starting out as a consultant. Thanks
Please email "sketch" to info@estimatemastery.com and we'll get that to you
Thanks for your videos! (Sketch)
Wow!! Thanks. I am BRAND NEW and not hired yet. I am doing all that I can to be prepared. (SKETCH!)
Ayeee same
You are the queen of "Sketch!"
Ha, thanks. Unfortunately, UA-cam doesn't allow me to send files in the comments. Email me at alena@xm8mastery.com and I'll send you the file.
Sketch
you're a great instructor! simple to understand and come across as a likable person who enjoys teaching:D Thank you!
Thanks! Glad you find them helpful.😊
Sketch- I find your videos very informative
Thank you so much!
***Sketch*** Just starting out with Xactimate. Thanks for this video and the shortcuts.
Hey Leilanny! Welcome! I hope you find my videos helpful. Email "Sketch" to my team at info@estimatemastery.com and they'll get that to you!
Thank You! Great Info!
"sketch" I'm very new to this program and am looking forward to watching your videos!!! Thank you for what you do! :)
Hey Josey! I really hope you find my videos helpful! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
I also have a free four part video training series where I talk all about how to get results using Xactimate. To watch the video series, click this link to register: xm8mastery.com/launch-2021/
("SKETCH") THANKS sharing all of your knowledge.
Please email "sketch" to info@estimatemastery.com to receive info.
Sketch. And thank you so very much!
Sketch.! Thank you for all your help =)
Hey Idalia! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
(Sketch) Thank you for this video. Exactly what I was looking for! Easy to follow, understand, and love learning all these new shortcuts! This one video taught me so much. Subscribed and will be watching more.
Thanks Dana! Glad it was helpful! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
"Sketch" Thank you so much for your videos!!!
Unfortunately, UA-cam doesn't allow me to send files in the comments. Email me at alena@xm8mastery.com and I'll send you the file.
great video - thank you!
You are welcome!
Diana Srnsky - "Sketch" thank you a million times
Unfortunately, UA-cam doesn't allow me to send files in the comments. Email me at alena@xm8mastery.com and I'll send you the file.
sketch...Thanks for all you do!
To download my free sketch shortcuts, click here: xm8mastery.com/sketch/
GREAT TIP WITH THE SQUARE BREAK TOOL. THANKS FOR THAT DETAIL! (if it seems like im yelling its from excitement)
Hahaha! So glad you're excited! 😆
Your videos are extremely helpful! I'm an independent field adjuster brand new, I am not on a active roster yet but working on it. I have my level 1 and 2 xactimate certification but roofs are difficult for me right now but this is so helpful!
Great to hear Jamie! Thanks for sharing!
@@EstimateMastery You're very welcome!
Sketch, Thank you!!
Please email us at info@estimatemastery.com for the freebie!
i just watched it and very helpful , its my first time and kind of scared but i will keep practising thank you
Xactimate can be very intimidating so I commend you for jumping in and getting started! You may find my X1 Basics video helpful as well, even if you're using version 28. You've got this!!
sketch :) Thanks for the video. Very Helpful
Hey Kurt! Email "sketch" to info@estimatemastery.com and we'll get that to you!
SAVED ME AGAIN!!! Thanks!
Oh I'm so glad! 😁
FIRE !!! SKETCH Thanks Alina
Unfortunately, UA-cam doesn't allow me to send files in the comments. Email me at alena@xm8mastery.com and I'll send you the file.
"Sketch" you're awesome- thanks!
Hey Wes! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
Sketch Thanks for the video
If you want the freebie, email us at info@estimatemastery.com!
Sketch is amazing.
Ha! I totally agree. Simply click on this link to download my freebie! xm8mastery.com/sketch/
Sketch thank you Alena
Unfortunately, I can't send through UA-cam here, but feel free to email me at alena@xm8mastery.com to receive the shortcuts!
Sketch - thank you!
Hey Paul! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
You're welcome!
Sketch- Thank You very much
You're so welcome!
Unfortunately, UA-cam doesn't allow me to send files in the comments. Email me at alena@xm8mastery.com and I'll send you the file.
Sketch - Thank You 🙏
Email "sketch" to info@estimatemastery.com and we'll get that to you!
Sketch ... you're amazing
Thank you! Unfortunately, UA-cam doesn't allow me to send files in the comments. Email me at alena@xm8mastery.com and I'll send you the file.
Just got my X2 certification today. I want to keep my skills sharp between now and the time I get my first property or CAT deployment. You've got a new subscriber in me 😁🙏🏼
Best of luck!
@@EstimateMastery Thanks!
SKETCH. I am switching over to a supplementer at my job and would love to get in early with the short cuts!
Hey Alasia! Please email me at info@estimatemastery.com and let me know you're looking for the the sketch shortcuts!
thank you so much !!! SKETCH
Hey EMY! Email "sketch" to info@estimatemastery.com and we'll get that to you!
Sketch! Thank you!!
Hey Jami! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
Sketch......Alena is awesome.
Thanks Danny! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
Sketch Thank you.
Please email "sketch" to info@estimatemastery.com and we'll get that to you
"sketch", thank you!
We cannot send the item through UA-cam. If you email us at "info@xm8mastery" we will send you the info!
Thank you for Sketch!
Hey Trent! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
Thanks so much for this tutorial because I was so intimidated by xactimate before now lol
Oh I'm so glad you found it helpful!
Sketch...thanks for the classes
Unfortunately, UA-cam doesn't allow me to send files in the comments. Email me at alena@xm8mastery.com and I'll send you the file.
Thanks for your"Sketch" tutorial.
You are welcome! Unfortunately, UA-cam doesn't allow me to send files in the comments. Email me at alena@xm8mastery.com and I'll send you the file.
Sketch - Thank you!!!!
Unfortunately, I can't send through UA-cam here, but feel free to email me at alena@xm8mastery.com to receive the shortcuts!
Great information. Thank you
You're welcome! Glad it was helpful!😊
Learning a lot fast
That's great!
SKETCH - THANK YOU!!
Unfortunately, I can't send through UA-cam here, but feel free to email me at alena@xm8mastery.com to receive the shortcuts!
Thank you
You're welcome
Please upload a video on step roofing and formation
Hi there! I'm not familiar with step roofing - will you comment with a link to an image or an example that I may view?
Awesome job. Thanks you
Thank you! I hope you're finding my videos helpful.
Sketch would love the shortcuts
You got it, Alia! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
SKETCH! Thanks a million
You got it! Simply click on this link to download my freebie: xm8mastery.com/sketch/
Sketch thanks for the help
Hey Candise! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
Sketch Thank you
Unfortunately, UA-cam doesn't allow me to send files in the comments. Email me at alena@xm8mastery.com and I'll send you the file.
Sketch, thank you 🙂
Hey Allison! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
“Sketch” thank you!
If you'd like the list of Sketch shortcuts, send me an email at alena@xm8mastery.com and I'll send it over to ya :)
Sketch -- Thank you
To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
Sketch. And TY!
Please email "sketch" to info@estimatemastery.com and we'll get that to you!
Sketch - thank you
Hey Duane! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
Sketch. Thank you😊
Unfortunately, UA-cam doesn't allow me to send files in the comments. Email me at alena@xm8mastery.com and I'll send you the file.
Sketch. Thanks!!!
Unfortunately, UA-cam doesn't allow me to send files in the comments. Email me at alena@xm8mastery.com and I'll send you the file.
Sketch and thank you so much
Hey Pennie! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
Sketch- thank you ^_^!!
Unfortunately, UA-cam doesn't allow me to send files in the comments. Email me at alena@xm8mastery.com and I'll send you the file.
Sketch-Thank you
Unfortunately, UA-cam doesn't allow me to send files in the comments. Email me at alena@xm8mastery.com and I'll send you the file.
"Skecth" thank you! Great vids on Xactimate for adjusters.
You're very welcome! I hope you're finding my videos helpful!
Great videos thank you
Glad you like them!😊
sketch thank-you
Unfortunately, UA-cam doesn't allow me to send files in the comments. Email me at alena@xm8mastery.com and I'll send you the file.
Sketch, thank you in advance
Hey Radio!To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
This video has been very helpful but I'm stuck at the Breaktool. After I set where i want it and try to pull the handle, I get a message saying it's locked
Sketch. Thanks Alena
Unfortunately, UA-cam doesn't allow me to send files in the comments. Email me at alena@xm8mastery.com and I'll send you the file.
Very informative
Glad you think so!
Hey Alena if it's not too late *hint hint ......SKETCH or if you have a promo code for newbies to take the X1 cert test would be helpful?
Hey @alonzodelk2641! If you would email in to my info box at info@estimatemastery.com "sketch" and also ask them for that promo code my team would be happy to take care of you!
Sketch!! Thanks!
Hey Robert! To get my free sketch shortcuts, click here: xm8mastery.com/sketch/
Thanks