Searching for Estimates

Using the Search menu, you can easily find specific estimates.

You must enter at least four characters of the insured's name or six characters of the claim number.

ClosedTo search for an estimate

  1. On the Search menu select Estimates.

    2. A variety of text boxes appears in the Workspace.

  2. Enter the keyword(s) or date range(s) for the estimate you want to find.
  3. Click Global Search.

    4. The estimates matching your keyword(s) and date range(s) appear in the Workspace.

Reference

ClosedComponent Descriptions

Claim-Suffix ID

The Claim number including any additional identifying number.

Insured/Claimant Last Name

The family name of the insured or claimant.

Received From

The company or individual who sent the estimate. Click to search for the company or individual using the Resource Lookup window.

Compliance

The level of compliance an estimate has achieved. For example, Passed, Warning, Failed, etc.

Date Received

The date range (mm/dd/yyyy) within which you received the estimate. Click to set the date using the calendar window.

Loss Date

The date range (mm/dd/yyyy) within which the vehicle was damaged (Date of Loss). Click to set the date using the calendar window.

Status

The Status of the estimate. For example, Approved, Rejected, Pending Reinspection, etc.

See also

Workspace Components

Searching for Assignments

Resource Lookup