Welcome to The Mastermind Group.
NEW MEMBERS - CLICK TO READ THIS: Mastermind Group Introduction
This site is dedicated to hosting all of the recordings of past Group Coaching Calls. I have listed the topic of each video so that you may quickly find a topic you are interested in. New recordings will be added each month after the conclusion of the live Group Coaching Call.
I host the call on the first Thursday of every month at 1PM Mountain Time (3 PM Eastern Time). You will receive an email invitation to the Call and a reminder is posted in our Facebook group. Feel free to bring any and all questions related to Xactimate and supplementing.
If you are not yet a part of the private, paid-only Facebook group CLICK HERE to request access.
I hope you enjoy these recordings and look forward to getting to know you on our next Group Coaching Call!
Newest Coaching Call Recordings:
Past Coaching Call Recordings:
May 11 2021 – Take The Right Photos The First Time
April 27 2021 -Open Q&A Part 2.mp4
April 13 2021 – Don’t waste time in Sketch.mp4
April 6 2021 – Ridge & Starter Calc and Vent Calc for Roofs
Mar 30th 2021 – How to Add and Edit Macros.mp4
Mar 23 2021 – Know Your Numbers – FINAL.mp4
Mar 16 2021 – What You Should Know About Insurance Terms
Mar 9th 2021 – Open Q&A
Mar 2nd 2021 – Insurance Process from A to Z
Feb 23 2021 – How Formatting Matters
Feb 16 2021 – Fastest Way to Write an Estimate
Feb 9 2021 – Photos Get Line Items Paid
Feb 2 2021 – How to use Macros
Jan 19th 2021 – Using an Adjuster Meeting Estimate to Write Supplements
Jan 12 2021 – How to Add Depreciation and Handle Different Coverage Types
Jan 5th 2021 Group Coaching Call
Dec 15th 2020 – Basics of Sketch
Dec 8th 2020 – Best Practices for Writing Supplment Estimates
Dec 1 2020 Coaching Call – Watch This if You Want to Master Supplements!
Nov 24 2020 – How to Use Macros FINAL
Nov 17th 2020 – Fastest Way to Write an Estimate
Nov 10 2020 – Photos Can Be Worth Thousands of Dollars
Nov 3rd 2020 – Open Q&A
Oct 27 2020 – Know Your Numbers
Oct 20 2020 Group Coaching Call – How to Get Line Items Paid Using Xactware Whitepapers
Oct 13 2020 – Photos Are Key to Getting Paid
Oct 6th 2020 – Level 2 Sketch Walkthrough
Sept 29th 2020 – Group Q&A with GREAT Questions
Sept 22nd 2020 – Xactware’s Whitepapers
Sept 15 2020 – Intro to Xactimate Mobile Version
Sept 8th 2020 – Write Your Estimate so Adjusters Can Pay
Sept 1 2020 – All About Macros
UPDATE! I just found out from Xactware's tech support that if you save your Macro with Line Item Customizations checked, it will SAVE YOUR PRICING on the Macro! Sorry for any confusion, but I DO NOT recommend checking this box as you will...
Aug 18 2020 – Basics of Sketch
Aug 11 2020 – Keep Track of Your Supplements
Aug 4 2020 – Insurance Process
I talk all about how to create an estimate for the initial adjuster meeting, how to use that estimate to create your supplement estimate and your final estimate. I also go over the process of contacting the adjuster and how to keep track of...
July 28th 2020 – Coverage Types, Depreciation and Code Requirements
July 21 2020 – Photos Get Line Items Paid
In this week's Call, I show how valuable a photo can be and how many photos you should be taking of each repair. Photos can literally be worth thousands of dollars by including them with your estimate in Xactimate. CLICK HERE to download...
July 14 2020 – Waste and Vent Calculators
Level 1 Certification Sketch Walkthrough
If you want to follow along, you may download your copy of the Version 28 Level 1 Certification Prep Doc by CLICKING HERE. If you are using Version X1, CLICK HERE to download that version of the doc. https://vimeo.com/436232881
Where to add PPE Line Items and tools for Virtual Scoping
How to Get Certified in Xactimate
Using Aerial Measurement Reports to Build Estimates
Group Coaching Call March 11 2020
Intermediate Sketch – Feb 2020
Jan 8th 2020 Group Coaching Call
Supporting Documents from Xactware
Waste Calculation Discussion – Oct 2019
Where is Waste in a Line Item
How to Change Line Item Pricing
May 24 2019 Group Coaching Call
Best Practices for Photo Documentation
Frequently Used Line Items CAT & SEL Codes
Creating a Token Report
How Formatting the Estimate Makes a Difference
Adding Child Accounts/Other Users
Level 2 Exam Prep Sketch
New Ridge Line Item and Updating a Macro
Mastermind Group Coaching Call Dec 5
Two Ways to Add Code Upgrade
Mastermind Group Coaching Call Nov 7
Overview of the New X1 Version of Xactimate
Mastermind Group Coaching Call Nov 7