Estimating Service Overview
  • 06 Feb 2025
  • 1 Minute to read
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Estimating Service Overview

  • PDF

Article summary

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!

All estimates completed by DocuSketch's estimating service will be checked against carrier guidelines (if submitted during the estimate order) using our AskAime software.

What types of estimates does DocuSketch write?

We are able to write all types of restoration estimates: Water, Fire, Mold, Contents, Reconstruction (Interior & Exterior), Biohazard, Board Up, Vehicle Impact, Asbestos, etc. If you need an estimate, DocuSketch can write it.

What information do you need to write an estimate?

It is required that a 360° tour is uploaded and a sketch created by DocuSketch prior to requesting an estimate. DocuSketch also requires a scope of work for the estimate type requested.

DocuSketch recommends that the subscriber creates a Pre-Mitigaton Project and a Post-Demolition Timeline within the same360° tour at a minimum. This level of documentation will allow our estimators to see a majority of the scope within the tour.

DocuSketch also offers an In-App Scoping Tool which can be utilized per room to provide a detailed scope of work. Once a scope is uploaded using the In-App Scoping Tool, an email that includes the scope document will immediately be emailed to the user who created the project. See our Scoping Tool for more details. The utilization of Comments is also strongly suggested.

Do you need to document the Cause of Loss? 

DocuSketch includes a comment type titled “Cause of Loss.” We strongly recommend that the Cause of Loss is documented on each project for consistency and completion of your documentation. Note that this comment is not REQUIRED for estimating. Check our article about Adding Comments to learn more about them.

How do you receive the estimate? 

Xactimate

When using Xactimate, DocuSketch will provide the estimate based on the carrier profile you have selected. Upon completion, you will receive both the ESX file and a rough draft PDF via email. These files are also accessible on the Web Portal.

Symbility (ClaimsConnect)

For Symbility (ClaimsConnect),estimates are required to be written within your Symbility login. You will receive an email notification once the estimate is completed.


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