Property claim workflow
Estimate Supplement Workflow Template
Use this process to turn a supplement request into a traceable update with a clear request record, supporting documentation, version history, review, and delivery trail.
Practical note
A supplement is easiest to review when the requested change, supporting source, estimate edit, and delivered version remain connected in the same job record.
01 · Intake
Fields to capture before work starts
02 · Working file
Recommended files to collect
- descriptionPreviously delivered estimate and export files
- descriptionWritten supplement request or change list
- descriptionNew photographs, measurements, invoices, or reports
- descriptionEarlier revision notes and client correspondence
- descriptionRevised estimate and comparison summary
03 · Workflow
Suggested job stages
Register the request
Link the supplement to the original job and record the requestor, due date, requested changes, and billing treatment.
Validate supporting material
Check that each requested change has a clear source and identify missing information before estimate work begins.
Revise and compare
Create a new estimate version, document the edits, and compare it with the last approved deliverable.
Approve and deliver
Review the revised package, approve it, send it to the designated recipient, and retain the delivery record.
Reusable tasks
- Link the request to the original estimate job
- Convert requested changes into a checklist
- Request missing supporting documentation
- Create a new estimate version
- Review the change summary and totals
- Deliver the supplement and record its status
Revision guidance
- Never overwrite the last delivered estimate; create a distinct version that can be compared and restored.
- Record the source and reason for every material adjustment, including who requested it.
- If another request arrives, start the next revision from the current approved version and preserve the full sequence.
Billing considerations
Clarify whether supplements are included in the original fee or billed separately. Connect additional time, a fixed supplement fee, or the revised estimate total to the invoice.