Property claim workflow
Wind and Hail Estimate Workflow Template
A reusable administrative workflow for keeping storm details, exterior observations, measurements, scope files, estimate versions, and client communication together.
Practical note
This template helps organize the estimating assignment. It does not determine damage, coverage, repair scope, or the documentation a particular client will accept.
01 · Intake
Fields to capture before work starts
02 · Working file
Recommended files to collect
- descriptionAssignment instructions and client correspondence
- descriptionElevation, roof, accessory, and collateral photographs
- descriptionRoof and exterior measurements or diagrams
- descriptionInspection notes organized by component
- descriptionPrior estimates, reports, and relevant attachments
03 · Workflow
Suggested job stages
Set the assignment record
Capture the event, property, requested components, timeline, deliverables, and any client-specific file conventions.
Organize exterior evidence
Group photographs, measurements, notes, and reports by elevation, roof surface, and exterior component.
Estimate and cross-check
Prepare the estimate and compare quantities, notes, and attachments against the organized source record.
Approve, send, and monitor
Lock the delivered version, log the recipient and date, and route later questions into the revision workflow.
Reusable tasks
- Confirm event and property information
- Verify requested building components
- Label photographs by elevation and surface
- Reconcile measurements with inspection notes
- Review estimate quantities and annotations
- Deliver the approved package and log completion
Revision guidance
- Separate corrections to existing information from revisions based on new documents or expanded client scope.
- Name each version consistently and include a concise description of changed components.
- Retain the estimate total for every delivered version when billing depends on value or tiers.
Billing considerations
If pricing changes with the estimate total, calculate the invoice from the approved billable version and retain the applicable percentage or tier with the job.