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 estimate through our estimating service, you must first have an uploaded project and a requested sketch for this project (you have the option to order the estimate and sketch simultaneously).

The estimating team will not begin working on the estimate until the sketch is complete and made available to them.

Note: It is highly recommended for clients to attend the estimating training. This training will provide essential knowledge and skills to ensure accurate and efficient estimating practices. Book that training here.

On Mobile App

Note: To request an estimate, your project must be uploaded (if created on a mobile device) and a sketch must be requested.

On the projects list, tap the three dots on the project thumbnail and select "Request estimate:"

Fill out the estimate request form, as detailed below. 

The fields in the "Project Manager/Technician" section refer to the person who can answer questions about the scope of work:

Enter the carrier name in the "Carrier name" field, then select an option in "Apply guidelines." If no carrier is involved in the claim, enter "Self Pay" in the "Carrier Name" field and leave "Apply guidelines" blank:

If you update the address, the change will be applied to the entire project:

For the "Loss types" section multiple options can be selected:

Make sure to choose the category of water when the Water type of loss is selected:

Note: Loss type selections help our estimators extrapolate scope more effectively, enabling them to write a more accurate estimate. For more information on estimate loss types, please refer to Loss Types Overview.

In the Estimate type section, you can select a category that best describes the type of estimate you are requesting. This helps ensure that the estimate aligns accurately with the scope and purpose of your project, streamlining communication and setting clear expectations for all parties involved:

Note: Tapping each category provides a range of options to help refine the purpose of your estimate request.

Attach scope-related documents, such as asbestos and mold protocols, time and materials documentation, bid items, drying logs, TIC sheets, and other relevant files by tapping "Add file:"

Once all fields are filled out, tap the "Done" button:

A summary of your request will be displayed for you to review. If you need to add another estimate type, click the "+ Additional estimate" button and specify details:

If you want to edit your request, click one of the edit icons. After reviewing the details tap the "Request" button:

On Web Portal

Note: To request an estimate, your project must be uploaded (if created on a mobile device) and a sketch must be requested.

Find your project on the projects list and click the "Request estimate" button:

You will land on the Estimates page. Click the "Request estimate" button:

Fill out the estimate request form. The details below will clarify any complex aspects of the form.

The fields in the "Project Manager/Technician" section refer to the person who can answer questions about the scope of work:

Enter the carrier name in the "Carrier name" field, then select an option in "Apply guidelines." If no carrier is involved in the claim, enter "Self Pay" in the "Carrier Name" field and leave "Apply guidelines" blank:

If you update the address, the change will be applied to the entire project:

For the "Loss types" section multiple options can be selected:

Make sure to choose the category of water when the Water type of loss is selected:

Note: Loss type selections help our estimators extrapolate scope more effectively, enabling them to write a more accurate estimate. For more information on estimate loss types, please refer to Loss Types Overview.

In the Estimate type section, you can select a category that best describes the type of estimate you are requesting. This helps ensure that the estimate aligns accurately with the scope and purpose of your project, streamlining communication and setting clear expectations for all parties involved:

Note: Clicking on each category provides a range of options to help refine the purpose of your estimate request.

Attach scope-related documents, such as asbestos and mold protocols, time and materials documentation, bid items, drying logs, TIC sheets, and other relevant files by using the "Files" feature:

If you need to add another estimate type, click the "+ Additional estimate" button and specify details:

After reviewing the details in the "What you get" section, click the "Request" button: