How It Works

A straightforward estimating handoff

Send the project information once. We prepare the estimate, deliver it for review, and keep later changes tied to the same file.

Three Steps

From submission to review

  1. 01

    Send the project details

    Share the job information, documentation, requested platform, and any requirements we should follow.

  2. 02

    We prepare the estimate

    We organize the scope and write the estimate in Xactimate or Symbility.

  3. 03

    Review and continue

    Review the delivered estimate. Corrections are included; new documents or added scope are handled separately.

What to send

  • Job number, customer name, address, and carrier
  • Short loss description and requested estimate type
  • Scope notes, TPA details, Matterport links, and ITEL status when applicable
  • Equipment count and days when applicable
  • Photos, sketches, measurements, reports, and other attachments

What we prepare

  • An estimate in Xactimate or Symbility
  • Scope organized from the documentation provided
  • The requested price list and established client format
  • A file ready for your review and next step

Timing

Project size, complexity, documentation, and current capacity affect timing. We will confirm the expected schedule after reviewing the file.

After delivery

Corrections to our original work are included. New documents, client-requested changes, supplements, and added scope are priced separately.

Next Step

Ready to send a project?

Use the email checklist, add the files you have, and tell us which software and requirements apply.