Free Xactimate Training
Learn Xactimate for free: a 25-minute beginner training video, step-by-step guides to estimates and ESX files, and free templates and macros, all from EstimateHub.
Start here: Xactimate 101 for complete beginners
This free 25-minute training takes you from your first look at Xactimate to writing your first estimate. It is made for public adjusters, independent adjusters and restoration and roofing contractors.
What the video covers
- The basics (0:26): what Xactimate is, who uses it, the versions, and what it does.
- Setting up a file (3:58): creating the file, the Claim Info tab, labeling photos and the sketch.
- Building the estimate (13:30): line items, macros, F9 notes, a small roof and interior estimate, an aerial roof report review, and resequencing line items.
- Sharing it (20:30): reviewing the Xactimate PDF estimate, transferring an ESX file, and converting a PDF estimate to ESX.
Xactimate basics
- What is Xactimate and how contractors use it for insurance estimates
- A Xactimate estimate example, with a 6-minute video walkthrough
- What is an ESX file in Xactimate?
- How contractors reconcile insurance adjuster estimates in Xactimate
ESX files and free macros
ESX files let you reuse estimate structures and line items, and turn them into Xactimate macros. ESX World is a free library of ready-to-use ESX files.
- ESX World: free ESX templates and macros
- How to download ESX templates and Xactimate macros, with an 8-minute video
- How to import an ESX file into Xactimate, with a 1-minute video
Convert a PDF estimate into an editable one
If you received an estimate as a PDF, you can convert it to an ESX file and edit it in Xactimate instead of retyping it. Your first conversion is free.
- Xactimate PDF to ESX converter
- Cotality/Symbility to Xactimate ESX converter
- How PDF to ESX conversion works
- EstimateHub pricing
What about Xactimate certification?
EstimateHub's training is free, but it is not an Xactimate certification, and we do not issue certifications. Certification and official training come from Xactware, which is part of Verisk. Verisk lists its training and certified trainers on its Xactimate training page. Check with your carrier, employer or state for any requirement that applies to you.
Xactimate Training FAQs
Is this Xactimate training really free?
Is this Xactimate training really free?
Yes. The Xactimate 101 video, the guides on this site and the templates and macros in ESX World are free.
Where should a complete beginner start?
Where should a complete beginner start?
Start with the Xactimate 101 video at the top of this page. Then watch the Xactimate estimate example, and download a template from ESX World to practice with.
Do I need Xactimate certification?
Do I need Xactimate certification?
Certification is optional and is issued by Xactware, not EstimateHub. Check with your carrier, employer or state to see whether a requirement applies to you.
What is an ESX file?
What is an ESX file?
An ESX file is a structured estimate file used by Xactimate. It stores line items, quantities, notes and folders, so another user can import and edit the estimate. See what is an ESX file in Xactimate.
Where can I download free Xactimate macros?
Where can I download free Xactimate macros?
ESX World has free ESX files you can import into Xactimate and turn into macros. See ESX World.
No credit card required. The first PDF to ESX conversion is on us!
Built for contractors, estimators, and adjusters working in Xactimate.
And FREE access to ESX World.
