Estimator workflow library
Claim-estimating workflows you can put to work.
Each template includes recommended intake fields, files, stages, tasks, revision guidance, and billing considerations for a specific kind of estimating job.
Approved templates
Start with the job in front of you.
Estimate supplement
Estimate Supplement Workflow Template
Manage estimate supplement requests with a repeatable workflow for intake, supporting files, version comparison, approval, delivery, and billing.
Open workflowFire damage estimate
Fire Damage Estimate Workflow Template
Coordinate fire damage estimate intake, multi-room documentation, estimating tasks, version review, delivery, and billing with this workflow template.
Open workflowRoof estimate
Roof Estimate Workflow Template for Claim Estimators
Use this roof estimate workflow template to organize claim intake, inspection files, estimating tasks, revisions, and billing in one repeatable process.
Open workflowWater mitigation estimate
Water Mitigation Estimate Workflow Template
Organize a water mitigation estimate from intake through documentation, review, delivery, and billing with this adaptable workflow template.
Open workflowWind and hail estimate
Wind and Hail Estimate Workflow Template
Structure wind and hail estimating jobs with a reusable workflow for intake, exterior documentation, estimate review, revisions, and client billing.
Open workflow