Job management for claim estimators
Keep every estimating job under control.
EstimaDesk gives independent estimators and estimating teams one workspace for the work around every estimate: job intake, claim details, files, tasks, time, revisions, invoices, and client updates.
No credit card required. Keep using the estimating software your team already relies on.
One job, one source of truth
A job workflow your team can actually follow.
Capture the intake
Store the client, claim details, loss address, requested scope, and relevant dates in one job record.
Run the estimating work
Keep files, tasks, time entries, estimate types, and revisions connected to that same job.
Close the loop
Generate invoices, share the right updates through the client portal, and keep the timeline for the next follow-up.
Before EstimaDesk
- Claim details split across email, notes, and spreadsheets.
- Files do not clearly belong to the job or the current revision.
- Clients need manual status updates while the team is trying to estimate.
With EstimaDesk
- One shared job record connects the people, claim facts, files, and activity timeline.
- Work stays tied to the relevant estimation type and revision.
- Tasks, invoicing, and client access are part of the same operating workflow.
When the job changes
Keep the current estimate revision clear.
Jobs rarely stay still. Track supplements and revisions without losing the active total or the history that explains how the estimate evolved.