Preparing the estimate Take ownership and sync

Open claim

Enter deductible

Add correct form

Writing the estimate Add plans (floor/roof/exterior)

Set default coverages

Add diagrams

Add line items

Finishing the estimate Run audit report and fix errors

Change status to Estimate Completed

Print

Change status to Claim Closed

Release ownership and sync*

*You don’t need to complete all the steps before releasing ownership and syncing. You should release ownership and sync whenever you’re done working on an estimate, even if you haven’t completed it yet.

Steps for Success