View Estimate Details

An estimate's details page shows important information about the estimate as well as the estimate itself.

From the estimate details page, you can:

  • Expand and collapse the various sections of the estimate

  • Print the estimate

  • Annotate the estimate

  • Reassign the estimate to another reviewer

How to

  1. On the Work Queue menu in the navigation bar, select Tasks.

  2. On the Integrated Work View page, select the Claim Number of the desired estimate to open the claim's information page.

  3. From the claim navigation pane, select Estimate.

  1. Do one of the following to search for the claim associated with the desired estimate:

    • Enter at least six digits of the claim number in the Quick Search

    • Use the Advanced Search

      Note: See Advanced Search in the Global Search topic for more information on how to use the searches.

  2. Select the Claim Number of the desired estimate to open the claim's information page.

  3. From the claim navigation pane, select Estimate.

Reference

Name Description
Estimate History Provides a history of the estimate, including information about the author, reviewer, totals, status, date received, and associated artifacts.
Compliance Exception Summary Shows a summary of any warnings/failures found when checking the estimate against compliance rules.
Admin Information Includes the estimate ID, claim and policy numbers, loss and recovery dates, and vehicle information.
Line item estimate

Shows the details of the estimate itself.
Labor Subtotals Shows the hours, rates, and tax of the labor operations including body work, glass, refinish, and mechanical.
Part Subtotals

Shows the details of the part costs, tax, and adjustments.
Additional Costs Shows costs not captured in the estimate.
Estimate Adjustments Shows betterment and vehicle condition adjustments and the deductible applied.

Note: Some estimates may include subtotals for taxes, materials, and other charges.

Name Description
Print Image (.pdf) Provides a print preview of the estimate in PDF format.

The components in the upper right corner of the estimate's details page provide the following functions:

Name Description
Request Supplement Create a new supplement assignment request.
Supplement to Self Assign the supplement assignment request to yourself, which allows you to complete the supplement.
Reassign

Open the Resource Lookup window so you can select a different reviewer.
Annotate Annotate the estimate.
Reinspect Assign the estimate for reinspection.
Action List Change the status of the estimate.
Go

Implement the status selected in the Action List.

Print Preview Provides a printable preview of the estimate including Admin Information, e.g., Compliance, Admin Comments.
Print no Admin Provides a printable preview of the estimate without any Admin Information, e.g., Compliance, Admin Comments.
Related Topics Link IconRelated topics