Services
Estimates and supplements for contractors, posted to the job in your CRM
We write insurance estimates in Xactimate and document roofing supplements for contractors who run insurance work at volume. Residential and commercial, single trade to total loss, on the trades you perform.
- Platform
- Xactimate
- CRMs in use
- AccuLynx · Roofr · JobNimbus
- File range
- Single trade to total loss
01 / Service index
What we produce, and what lands on the job
There are two core services, and each one covers the file types below. Deliverables are posted to the job in your CRM.
Supplements
Roofing supplements
- What it is
- Documentation of the line items the carrier's first scope doesn't include, measured against the roof you'll install.
- What you get
- A list of added line items, each tied to the code section, manufacturer instruction, measurement or photo behind it. Each update is logged on the job, and your approval is a stage before the file closes out.
Estimates
Xactimate estimates
- What it is
- The estimate for the job, written from your photos and measurement report.
- What you get
- A new estimate on the trades you perform. Revisions follow as the file changes, and GC revisions when you ask for them.
Also covered Same roles, same documentation standard
Commercial roofing
Estimates and supplements for commercial roofs, from a single trade up to a total loss.
What you getThe same line-by-line support as a residential file.
Interior
Estimates and supplements for interior repair scopes.
What you getThe interior trades you perform, itemized and tied to your photos and dimensions.
Fire and water
Estimates and supplements on fire and water losses.
What you getA scope limited to the trades your company performs on the job.
Total loss
Full-structure estimates in Xactimate, with supplements as the file moves.
What you getOne estimate history on the file, from the new estimate through each revision.
02 / Service selector
Pick what the file needs. We'll point you to the right page.
Answer three short questions. Each answer sends you to the page that covers it.
Which page fits: each answer links to the page that covers it
Q1What does the file need right now?
Q2What kind of work is it?
03 / Inputs
Every file starts with your photos, your measurements and your trades
Whichever service you use, the estimator and supplementer work from what your team captured on the roof.
There's no upload on this site. Claim paperwork carries your customer's personal details, so files are shared through your CRM once you're onboarded.
What we need
Inspection photos. Elevations, each slope, damage close-ups, and a pitch gauge on steep slopes.
A measurement report. Aerial or hand measurements.
The carrier's scope. Needed for supplements and revisions.
The trades you'll perform. We document those trades and no others.
Job notes. Anything the photos don't show: layers, decking, access, specialty materials.
Access to your CRM. You invite us in during onboarding, and files move through it from then on.
Next step
Bring your file mix to the intro call
We'll ask what you install, roughly how many insurance jobs you run each month, and which CRM they live in. Then we'll tell you which service fits.