A Straightforward Process, Built for Speed and Accuracy.
Initial Consultation- New Estimate
Initial Consultation- New Estimate
Initial Consultation- New Estimate
The client (e.g. contractor, public adjuster, or homeowner) submits the assignment through a portal, email, or form. This includes:
- Scope of work or handwritten notes
- Photos or Matterport link
- Adjuster estimate (if available)
- Insurance carrier info
- Any specialty bids or invoices
File Review & Intake
Initial Consultation- New Estimate
Initial Consultation- New Estimate
Your team reviews all submitted documents and checks for:
- Completeness
- Missing details
- Clarification needs
- Claim type (water, fire, mold, etc.)
If anything is unclear, a follow-up is initiated to confirm details before proceeding.
Estimate Drafting in Xactimate
Initial Consultation- New Estimate
Using the latest Xactimate price list for the appropriate zip code, an experienced estimator:
- Builds the estimate from scratch
- Inputs correct line items with quantities and codes
- Adds photos, notes, and F9 justifications if needed
- Ensures scope matches documentation
Internal Quality Review
Each estimate is double-checked for:
- Accuracy in pricing and scope
- Formatting consistent with carrier standards
- O&P application (as applicable)
- Completeness (photos, notes, diagrams)
Estimate Delivery
The final estimate is exported in both:
- PDF format (for viewing/sharing)
- ESX file (for uploading directly to Xactimate/insurance systems)
Sent via email or uploaded to a portal, typically within 24–48 hours.
Revisions or Supplements (if needed)
If the carrier pushes back or new information arises, you can:
- Request a supplemental estimate
- Add missing scope items
- Revise existing estimate based on feedback