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Estimating
13 Articles
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Contents
Estimating
13 Articles
in this category
Estimating Service Overview
DocuSketch offers Full Service Estimating all within a DocuSketch subscription. With the ability to write both Xactimate and Symbility (ClaimsConnect) estimates, DocuSketch is a one-stop shop for all Documentation, Scoping, and Estimating needs! ...
Updated on : 06 Feb 2025
How to Activate the Estimating Service
Go to the Web Portal , find the Estimating promotional banner and click on it: Note : If you do not see the banner, please contact our support team at help@docusketch.com . You will land on the Estimating Service promotional...
Updated on : 05 Feb 2025
How to Request an Estimate
Requirements You must be subscribed to DocuSketch's estimating service. If you are not currently a subscriber to DocuSketch or our estimating service, please contact us at help@docusketch.com for more information. To request your...
Updated on : 11 Feb 2025
Estimate Loss Types Overview
The following are the estimate loss types: Water The categories of water, as defined by IICRC S500, refer to the range of contamination in water, considering both its origin and its quality after it contacts materials present on the j...
Updated on : 07 Feb 2025
Estimates Without Tours
Note : If you have a DocuSketch project that you need an estimate for, you do not need to submit an estimate using this method. Instead, you will submit your estimate in the normal way following the steps outlined here . To requ...
Updated on : 10 Feb 2025
How to Check the Status of an Estimate Request
On Mobile App Tap the project card, then scroll down and check the status of your estimate in the Estimates section: The status of your estimate can be: New : An estimator has not been assigned yet In progress : The estimate is cu...
Updated on : 07 Feb 2025
How to Request an Estimate Revision
To request an estimate revision, find the project for that estimate on the Web Portal . Click the " Request estimate " button: Once inside the estimates section, find the estimate for which you would like to have a revision comple...
Updated on : 10 Feb 2025
How to Import a Completed Estimate
Xactimate Once an estimate is completed, DocuSketch will email the user who created the estimate request a .ESX file and a rough draft PDF of the estimate. Both of these documents will also be available on your DocuSketch&nbs...
Updated on : 10 Feb 2025
Understanding Estimate Billing
The DocuSketch Estimating service is not included in your monthly subscription; it is an additional service that is billed separately. Estimate billing is based on the line item total of the estimate excluding taxes and overhead and profit. However...
Updated on : 11 Feb 2025
How to use the Estimate Chat Feature
Estimate Chat allows quick communication between estimators and the individuals in your organization responsible for estimates. This feature is available on in the Web Portal and only for estimates that are " In progress ." &nbs...
Updated on : 10 Feb 2025
Estimate notifications
There are two methods for setting up estimate notifications: Method 1: Via Profile Settings Note : This feature can only be enabled by the Owner or Office account. Once the feature is enabled, the subscriber will receive an email notificatio...
Updated on : 24 Feb 2025
Project Best Practices for Estimating and Communicating Scope
Follow these best practices to maximize your return on investment and get the best product possible returned from our Estimating Service . Our estimators are looking for scope information from four places in your DocuSketch project: ...
Updated on : 28 Jan 2025
Providing Feedback on Estimates
Feedback is critical to DocuSketch's success. We cannot fix an issue if we do not know it is there. To provide feedback we offer 3 streamlined channels: Email back to the estimate delivery email. Email estimate@docusketch.com . Em...
Updated on : 11 Dec 2024
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