Photo Based Estimating

View attachments in the attachments gallery. You can change the view to thumbnails to see all images at once.

1. On the Job Overview page, click anywhere on the Attachments card.

   

2. You have the option of changing the view by clicking one of the following:

• Click to view larger images and descriptions.
• Click to show attachments as thumbnails for a quick glance at all of your attachments. Use this option if you have multiple attachments and need a quick way to scroll through them.

3. Click any image to see the full image. You can view the next image or previous images using the arrow buttons next to the image. Click Done to close the image.
4. Click Job Overview to return to the Job Overview page.

Request additional photos from the vehicle owner if you need more information than the original set of photos provided. You can include instructions to the vehicle owner with your request.

Note: You can only request additional photos from each vehicle owner once.

1. On the Job Overview page, select the Attachments card.
2. On the Attachments page, select Request Additional Photos.

   

   Note: You can only request additional photos from each vehicle owner once.

3. In the Request Photos window, select the photo category in the Category list.
4. In the Request Photos window, enter instructions for the vehicle owner in the Request Detail box. The vehicle owner receives a text message with the content you enter, a standard greeting from the insurance company, and a link to begin adding new photos.

   

5. Optional: You have the option to send Notes to Journals. Enter information in the Notes box, then select Send to Journal. The notes are available for all users in your organization to see.

6. Select Request Additional Photos.