Preparing for the class
If you already have a working subscription to the Xactimate Desktop version, you can skip the following.
If not, once you have registered for the Xactimate Training, you need to decide how you want to obtain Xactimate for the class. You have 2 options (Please Note: Xactimate is not compatible with Mac Products or Chromebook -a windows laptop is needed):
Option #1 - you can be set up on an free 30 day trial (instance) by your instructor or
Option #2 - you purchase a subscription from Verisk (XM8).
Option #1: Having your instructor set up a training instance for you for 30 days. In this option, the instructor sets up an instance (sort of like an account) for you. You will receive an email with a link to download the program using that instance. This instance will only have one price list available which is the same price list used for the exam (in case you are interested in taking the certification exam). This training instance will not have data transfer which means you cannot transfer any work you have done to any other instance of Xactimate. Once that instance is deleted, you cannot recover your work. No credit card info is necessary for this option.
For this option,
a- you will need to get an Xactimate ID @ this link. (Use your email address as your Xactimate ID)
b- An email will be sent to you to verify your information.
c- Then call your instructor @ 941-405-5156 and he will set you up. Once this instance is created for you, you will automatically receive the following email:
You have been invited to use the Alfred Rey Training instance in Xactimate. You can log in using your Xactware ID.
Option #1 - you can be set up on an free 30 day trial (instance) by your instructor or
Option #2 - you purchase a subscription from Verisk (XM8).
Option #1: Having your instructor set up a training instance for you for 30 days. In this option, the instructor sets up an instance (sort of like an account) for you. You will receive an email with a link to download the program using that instance. This instance will only have one price list available which is the same price list used for the exam (in case you are interested in taking the certification exam). This training instance will not have data transfer which means you cannot transfer any work you have done to any other instance of Xactimate. Once that instance is deleted, you cannot recover your work. No credit card info is necessary for this option.
For this option,
a- you will need to get an Xactimate ID @ this link. (Use your email address as your Xactimate ID)
b- An email will be sent to you to verify your information.
c- Then call your instructor @ 941-405-5156 and he will set you up. Once this instance is created for you, you will automatically receive the following email:
You have been invited to use the Alfred Rey Training instance in Xactimate. You can log in using your Xactware ID.
- To use Xactimate online, which is accessible in Chrome, Edge, and Firefox, click here.
- To find out more about our desktop application, click here.
- You can also find Xactimate in the App Store or Google Play Store.
Make sure that you can open the program (see below). Please do not wait until the class to download.
Please Note: Xactimate is not compatible with Mac Products or Chromebook (windows laptop needed)
Please Note: Xactimate is not compatible with Mac Products or Chromebook (windows laptop needed)
Option #2: Purchasing an Xactimate subscription from Verisk @ https://verisk.subscription-suite.io/shop/Xactimate .
A credit card is required and you will be billed based on the subscription you select.
A credit card is required and you will be billed based on the subscription you select.
Upon Completion of the download, you should be able to open the Xactimate Icon on your desktop, sign in and open to the control panel page in Xactimate and you are ready!
IMPORTANT: You can tell which version you have downloaded by the number of options in the vertical blue stripe on the left under "Xactimate". The desktop version has 5 tabs as shown below (Local, Cloud, Preferences, Tools and Help). The Online Version only has 3 (Project, Preferences and Help). Also, you don't need to open a Browser to open the desktop version. If you inadvertently downloaded the Online Version, you can call Verisk @ 1-800-424-9228 and they will help you switch over. The Live Chat can also be used (see below).
IMPORTANT: You can tell which version you have downloaded by the number of options in the vertical blue stripe on the left under "Xactimate". The desktop version has 5 tabs as shown below (Local, Cloud, Preferences, Tools and Help). The Online Version only has 3 (Project, Preferences and Help). Also, you don't need to open a Browser to open the desktop version. If you inadvertently downloaded the Online Version, you can call Verisk @ 1-800-424-9228 and they will help you switch over. The Live Chat can also be used (see below).
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Online Version
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Desktop Version
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- Once you have downloaded Xactimate and can open it, you may have to register. To register, the instructions can be found at http://xactware.custhelp.com/app/opa/guides/XactNet_Address_Register_or_Recover . You will not be able to download a pricelist until you have registered, so please try to register before class.
Live Chat Instructions
If you need help from the Verisk Live Chat, after creating an Xactware ID, you can go to the eService Center and log in using your new Xactimate ID.
If you need help from the Verisk Live Chat, after creating an Xactware ID, you can go to the eService Center and log in using your new Xactimate ID.
Log in to eService Center & select "Chat with us" (bottom right), select & fill drop down menus, click on "Submit Request"
