Printing the estimate (Field)

Claimsfy Field

🖨 Print… on the Estimate tab, and 🖨 Print options… in Reports, print or download the estimate in the format you need:

Formats: Complete estimate (the final draft with photos), Policyholder copy, Carrier file copy (final draft, photos, roof report and measurements), Photos & sketch, or Pick reports… for any report a field adjuster can print.
Line items: group the lines by room, category or coverage, or not at all; pick the columns (unit price, tax, O&P, replacement cost, age/life, condition, depreciation %, depreciation, actual cash value) or a quick set (All columns, No depreciation, Totals only, Depreciation); line item explanations; category and item codes; numbered lines; items not covered.
Pages: Letter, Legal or A4, portrait or landscape, and 1, 2 or 3 photos per page.
Out: 🖨 Print, ⬇ PDF, ⬇ Excel (a sheet per report), ⬇ Word or ⬇ CSV. The preview shows the first pages as you change things, and your choices are remembered on that computer.
The options apply to what you print from that window; the Reports preview and the regular downloads stay as they are. 🖨 Print in Reports prints the report on screen.
Photo Sheet: every photo report uses the Photo Sheet layout: Photo Sheet with the insured, claim # and policy # across the top; each photo in a large 4:3 box on the left, two to a page; its number and caption, date taken, taken by and description on the right; Photo Sheet – page – date at the bottom. That covers the Photos tab photo sheet and photo report (PDF with 1, 2 or 3 per page, Word, web page) and the photo pages of the estimate reports. The 4- and 6-per-page layouts stay as contact sheets.