Field Estimate Review (Desk)

Claimsfy Desk

The Field Estimate Review tab (right after Inspection, on property and auto claims) checks the field adjuster's estimate before the desk approves it. Desk adjusters, supervisors and administrators see it.

1 · The field estimate: review the claim's own estimate, or A file or document: upload the field adjuster's estimate (PDF, Excel, CSV, Word, text or photos of the pages) or pick one from Documents. Uploads are saved to Documents as "Field adjuster estimate"; scanned pages are read with Claimsfy AI.
2 · Guidelines: ⬆ Upload guidelines adds a carrier's estimate guidelines (PDF, Word, text, or pasted text) with the carrier and line of business. Everyone on the team uses the library; whoever uploaded a guideline, or a supervisor, can change or remove it. This claim only keeps a guideline on one claim. Claimsfy picks the guidelines that match the claim's carrier and line of business, and you can change the selection. Long manuals are fine: Claimsfy uses the sections that matter for the estimate.
No guidelines? It reviews anyway. With none selected, Claimsfy AI reviews against standard estimating practice, the policy, the photos and the sketch, and never cites a guideline section.
3 · Review: ▶ Review the estimate runs the automatic checks (duplicate lines, missing quantities or prices, lines with no area, depreciation, overhead and profit against the number of trades, tax, the deductible, roof lines such as drip edge, ridge and starter against the sketch, areas with no photos, mitigation lines), then the AI review. Each finding shows Required, Recommended or Question, the estimate line, the issue, the fix, the basis (the guideline section, the policy or general practice) and the dollar effect. The checklist shows what was checked, and Ask the field adjuster for lists what's missing. With Claimsfy AI off, the automatic checks still run on the claim's own estimate. The last six reviews are kept.
Decide each finding: ✓ Agree, ? Ask the FA or ✕ Dismiss, with a note. Rebuild from decisions writes the corrections for the field adjuster from your decisions.
4 · Outcome: ✓ Approve estimate, ✓ Approve with corrections or ↩ Return to field adjuster. Each adds a short review note to Notes, completes the open Estimate review activity and is recorded in History. Send the corrections to the firm through the vendor portal, by email, or copy them.
🖨 Print / PDF and ⬇ CSV export the review. On the Activities tab, an Estimate review activity's Start opens this tab.