Select or Modify Estimate Classification for Reporting
The estimate classification helps you categorize your estimates for reporting purposes. The Classification field appears on the Estimate PDF and can be sent from the assignment or selected from the Insurance page.
Classification Options
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None (default)
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Audit
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Drive In
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Field
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Inspection Only
If you make changes to the classifications and write a supplement or correction, a second column appears on the estimate with the new value. The insurance company receives any additional changes you make to the classification.
Note: Changes to Classification field in the Insurance Editor are not supported for third-party estimating software or feeding data downstream to UltraMate.
How to
Select or Modify Estimate Classification
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On the Job Overview page, click the Insurance card.
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Scroll down to the Classification section.
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Select the classification in the Classification list.
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If all other required fields are completed, click Done.
