Estimates from field adjusters and experts (Estimate)

On the Estimates tab, every estimate on the claim has its own card next to Your estimate.

• Add one: ＋ Add an estimate, pick who it's from, then upload it (PDF, Excel, CSV, Word or text) or paste the lines. The original file is kept with it.
• "No line items were found": the built-in reader needs a line-item layout. Upload the CSV or Excel export, or paste the lines as description, quantity, unit, unit price. With Claimsfy AI on, PDFs and scans are read too. ESX files are encrypted, so export a PDF or Excel from the program that made it.
• Ask for one: under Ask for an estimate, enter who it's from and choose 📨 Create send-in link. Send them the link (it's copied for you, or use Email it). They upload without an account. Send-in links work when Claimsfy Estimate runs on your company's server.
• When it arrives: the Estimates tab shows 📨 1 estimate sent in with a badge on the tab, and the 🔔 alerts everyone on the claim. Choose Review & add, then Add this estimate. Not an estimate clears a file that isn't one.
• Next steps: open the card and choose Compare with your estimate (Supplement Estimate Review), Review as mitigation (S500), Copy lines into your estimate (each line notes where it came from), ⬇ CSV or ⬇ Original file. Delete asks for a second click.