For public adjusters and estimators

Estimating notes

Practical notes on scope, documentation, and estimates. Each note shows the date it was last reviewed.

  1. Missing items on water mitigation estimatesLine items that often go missing from water mitigation estimates, and how to document them so they hold up in review.Reviewed Draft
  2. Insurer vs. contractor estimates: reading the gapWhy an insurer's estimate and a contractor's estimate for the same loss can differ, and how to compare them line by line.Reviewed Draft
  3. Xactimate habits that save a supplementEstimate-writing habits that reduce supplements later: notes, photos, sketch accuracy, and line item choices that are easy to review.Reviewed Draft
  4. Pack-out and contents documentationHow to document a contents pack-out so the inventory, condition notes, and photos support the contents claim and the storage invoice.Reviewed Draft

Get new notes by email on the adjusters page.