01 / Estimate types
New estimate, revision, GC revision
Estimates are logged as one of these. The names come from our estimate log.
Log tag: NEW
New estimate
The first estimate on the file, written from your inspection photos, measurement report and trades.
Log tag: REVISION
Revision
An update when the file changes: new photos, a corrected measurement, or the carrier's response to a supplement.
Log tag: GC REVISION
GC revision
A revision you ask for: a change of trades, materials or scope on your side, or a correction you've spotted.
One file, one estimate history.
02 / Inputs
What your estimator needs before writing a line
The estimate is only as complete as the file. These are the inputs it's built from.
Once you're onboarded, files reach us through your CRM. Nothing is uploaded on this site.
Estimate inputs
Checklist
- Inspection photos. Elevations, each slope, damage close-ups, and a pitch gauge on steep slopes.
- A measurement report. Aerial or hand measurements. It sets the squares, the eave, rake, hip, ridge and valley lengths, and the pitch by facet.
- The trades you'll perform. The estimate covers those trades only.
- Scope notes. Anything the photos don't show: layers, decking, access, specialty materials, interior rooms affected.
- The carrier's scope, if there is one. Needed for revisions.
03 / File types
What changes between a residential and a commercial estimate
Both are written single trade to total loss. The inputs differ.
04 / Platforms
Written in Xactimate or Symbility, whichever the file uses
Tell us which platform the file needs and the estimate is written in it, so it reads in the format the rest of the file is already in.
- Xactimate
- Symbility
Xactimate and Symbility are trademarks of their respective owners.
05 / Questions
Questions about estimates
Do you write estimates for trades we don't perform?
No. The estimate covers the trades you'll perform. If you don't install it, it isn't on the estimate.
Do you write commercial estimates as well as residential?
Yes. Both, from a single trade up to a total loss.
Where does the finished estimate go?
It's posted to the job in your CRM. We work inside AccuLynx, Roofr and JobNimbus with contractors today. If you use another, ask on the intro call.
Does the same team handle the supplement?
Files are staffed with four roles: an estimator, a supplementer, a follow-up coordinator and an account manager. The estimate and the supplement sit on the same file.
Next step
Tell us which platform and CRM your files run on
On the intro call we'll ask about your volume, your trades, and whether your files are written in Xactimate or Symbility.
- Call
- (205) 739-9415
- info@
sureclaims.com
Files are shared through your CRM once you're onboarded.
