Xactimate 27 Exercise Book

Transcription

1 Xactimate 27 Exercise Book

2 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

3 Page 2 Practice Set 1 Adjuster and Company Setup Exercises

4 Page 3

5 Page 4

6 Page 5

7 Page 6

8 Page 7 Practice Set 2 Room Exercises

9 Page 8 Exercise #1 Set 2 Page 1

10 Page 9 Exercise #2 Set 2 Page 2

11 Page 10 Exercise #3 Set 2 Page 3

12 Page 11 Exercise #4 Set 2 Page 4

13 Page 12 Exercise #5 Set 2 Page 5

14 Page 13 Practice Set 3 Victim, Bob Scenario Exercise

15 Page 14 Victim, Bob Exercise Axis Property Corporation POLICY TERM 1/22/2005 TO 1/22/2006 DWELLING CLAIM NO SEVERITY: 3 (5=MOST SEVERE) POLICY NO DATE OF LOSS: 10/24/2005 AGENT CATASTROPHE WIND CLAIM CAT#54... BOB AND JANET INSURANCE CO SMITH ST. JONESBORO, FL INSURED: PERSON TO CONTACT: VICTIM, BOB INS BEDLAM BLVD. DAY PHONE: HURRICANE ALLEY, FL EVENING PHONE: 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, /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

16 Page 15 Set 3 Page 2

17 Page 16 Set 3 Page 3

18 Page 17 Set 3 Page 4

19 Page 18 Set 3 Page 5

20 Page 19 Set 3 Page 6

21 Page 20 Practice Set 4 Roof Exercises

22 Page 21 Roof Exercise #1 Set 4 Page 1

23 Page 22 Roof Exercise #2 Set 4 Page 2

24 Page 23 Roof Exercise #3 Set 4 Page 3

25 Page 24 Roof Exercise #4 11, 11 Rafter 11, 11 Rafter 11, 8 Set 4 Page 4

26 Page 25 Roof Exercise #5 Set 4 Page 5

27 Page 26 Practice Set 5 Roof Adjusting Exercise

28 1 Axis Property Insurance Corporation 8 Windy Way Storm Town, FL Page 27 MANUAL-ROOFEXERCISE Main Level Roof Surface Area Total Perimeter Length Total Hip Length 9.31 Number of Squares Total Ridge Length DESCRIPTION QUANTITY UNIT COST RCV DEPREC. ACV 1. 3 tab - 25 yr. - composition shingle SQ , (0.00) 1, roofing - incl. felt 2. Remove 3 tab - 25 yr. - composition 9.31 SQ (0.00) shingle roofing - incl. felt 3. R&R Drip edge LF (0.00) Totals: Roof1 2, , Total: Main Level 2, , Line Item Totals: MANUAL-ROOFEXERCISE 2, , Grand Total Areas: 0.00 SF Walls 0.00 SF Ceiling 0.00 SF Walls and Ceiling 0.00 SF Floor 0.00 SY Flooring 0.00 LF Floor Perimeter 0.00 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 Area 9.11 Exterior Wall Area 0.00 Exterior Perimeter of Walls Surface Area 9.31 Number of Squares Total Perimeter Length Total Ridge Length Total Hip Length

29 Main Level 2 MANUAL-ROOFEXERCISE 7/1/2010 Page: 2 Page 28

30 3 Axis Property Insurance Corporation 8 Windy Way Storm Town, FL Page 29 Sketch Roof Annotations Main Level Face Square Feet Number of Squares Slope - Rise / 12 F F F F F F F Estimated Total: MANUAL-ROOFEXERCISE 7/1/2010 Page: 3

31 Page 30 Practice Set 6 House Diagram Exercise

32 Main Level Page 31 EXERCISE-2 7/26/2010 Page: 1

33 Main Level Page 32 EXERCISE-1 7/26/2010 Page: 1

34 Main Level Page 33 MANUAL-FLR-PLAN2 7/26/2010 Page: 1

35 Main Level Page 34 MANUAL-FLR-PLAN1 7/1/2010 Page: 1

36 Main Level Page 35 MANUAL-FLR-PLAN3 7/26/2010 Page: 1

37 Main Level Page 36 MANUAL-FLR-PLAN 7/15/2010 Page: 1

38 Page 37 Appendix 1 Roof Types

39 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. Appendix 1 Page 1

40 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. Appendix 1 Page 2

41 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. Appendix 1 Page 3

42 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. Appendix 1 Page 4

43 Page 42 Appendix 2 Item Codes (Variables)

44 Page 43 Variables ( Calculator Codes ) C EA F HIP HH LF P PC PF R SF SQ SY V VAL W WW WC 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 Appendix 2

45 Page 44 Appendix 3 Printing Reports In PDF format

46 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 Appendix 3 Page 1

47 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 Appendix 3 Page 2