Annotate an Estimate

Annotate the estimate to suggest changes before you send the estimate back to the appraiser for correction. You can add and modify individual line items in the compliance summary and estimate.

How to

  1. Navigate to the details page of an estimate.
  2. Select Annotate.

  3. Select the line item you want to edit.

  4. In the Annotation window, review and modify estimate information as needed.

  5. Select Done.
  1. Navigate to the details page of an estimate.
  2. Select Annotate.
  3. Select + Add Line.

  4. In the Annotation window that opens, fill out the line item information as needed.
  5. Select Done to add the new line to the estimate.

To undo the changes you made while annotating:

  1. Navigate to the details page of an estimate.
  2. Select Annotate.
  3. Select the line item you want to revert.
  4. In the Annotation window that opens, select Revert.

  1. Navigate to the details page of an estimate.
  2. Select Annotate.
  3. To the right of the line item you want to strike through, select the Strike through icon .

  1. Navigate to the details page of an estimate.
  2. Select Annotate.
  3. Select the desired line.
  4. In the Annotation window, select Strikethrough Line.

  5. Select Done.
  1. Navigate to the details page of an estimate.
  2. Select Annotate.
  3. Select Change View.

  4. Select the check box beside the list items that you want to see in the estimate view.

  5. Select Apply.

  1. Navigate to the Review Estimate page.

  2. Select the Compliance tab from the tabs to the right of the estimate view.

  3. Scroll to view the list of compliance warnings/failures.
  4. If applicable, select the list above the line item to change its label (e.g. Comment, Warning, Error, Ignore).

  5. Select Edit Comment to edit the compliance comments that apply to the estimate as a whole.

  6. Select + Comment on a line item to view the compliance comments associated with that item.
  7. Select + Reviewer Comments to add your comments on the line item's compliance.

To save your annotations:

  • Select Save to save your changes and continue working on the annotations.
  • Select Save & Complete to save your changes and complete the annotation process.

When you make changes to the estimate through annotation, the changes take the following form:

  • The original number is in red and crossed out.

  • The updated number is bold and in black.

  • The change (delta) between the two values is beside the arrow.

 

Additionally, the impact of the changes on the net total displays beside the net total in red:

  1. On the Estimate tab, view the Net Total Amount for the estimate.

  2. Select next to the Net Total Amount to view a more detailed breakdown of the amount.

  3. Select to view the details of each section.

Reference

Name Description
Operation The type of operation.
Labor Type Labor type including body or paint.
Labor Time The labor time in hours.
Labor Cost

The calculated cost of labor.
Part Type New or existing part.
Part Number Manufacturer identification number for the part. A next to the part number indicates there are alternate parts. Select to view the Parts Audit List.
Part Price The price of the part.
Qty Quantity.
Ext Price The quantity of parts.
Tax Select if tax is included.
Name Description
Show Original Values Show the original value from before it was changed during the annotation process.
Show Deltas Show the numerical difference between the old and new values.
Show Modified Lines Show only the estimate lines that have been changed.
Show Alternate Parts

Show any alternate parts for Remove and Replace operations.

Show Possible Damage Show the photos of the possible damage to the vehicle.
Name Description
Operation Select the operation from the list.
Type Select the type of operation from the list.
Time Enter the time for the operation in hours.
Included

Select the check box
Refinish Time The time allotted to refinish a panel.
Part Type Select the type of part used in the operation from the list.
Part Number The part number for the part used.
Price The price of the part.
Qty The quantity of parts.
Tax Select if this part or item should be taxed.
View Alternate Parts Select to view the Parts Audit List if alternate parts are available.
Priority Annotation Select the check box to mark the annotation as a priority.
Comment Category Select a reason for the annotation from the list.
Comment Enter any additional comments to be sent to the appraiser.
Private Select the check box to make the annotation private.
Name Description
Other Charges Select any other charges from the list.
Amount Enter the charge amount.
Adjustment Type Select any adjustment types from the list.
Amount

Enter the adjustment amount.
Priority Annotation Select the check box to mark the annotation as a priority.
Comment Category Select a reason for the annotation from the list.
Comment Enter any additional comments to be sent to the appraiser.
Private Select the check box to make the annotation comment private.

Estimate Version Indicators (D2, D3, S1D2) display next to repair line items to identify the draft or supplement version in which the lines were added or modified.

Note: If a line is modified in multiple versions, only the most recent version indicator is shown.

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