Review an Estimate

1. Navigate to the claim information page of the desired estimate.

2. From the claim navigation pane, select Estimate > Review.

   

The estimate profile includes labor, tax, refinish, material, and parts information.

• In the Review Estimate view, select the Profile tab.

  

You can edit the Labor Rates and Part Adjustment sections of the estimate profile.

1. In the Review Estimate view, select the Profile tab.

2. Select a Labor Rate item from the list.

3. In the Labor Rate window that appears, edit the labor rate information as necessary.

   

4. Select Done.

   Note: Items that you edit appear in bold on the Labor Rates card.

1. In the Review Estimate view, select the Profile tab.

2. At the bottom of the Labor Rate card, select Add New.

3. In the Labor Rate window that appears, select a labor rate type (e.g. Body, Frame, Glass, Mechanical, or Paintless Dent Repair) and add its information.

4. Select Done.

   Note: Items that you add appear in bold on the Labor Rates card.

The Administrative Details section shows the claim and vehicle information for the estimate.

• In the Review Estimate view, select theAdmin tab.

  

The Estimate History tab displays a list of past versions of the estimate.

1. In the Review Estimate view, select the History tab.
2. Select an estimate version from the list to open a PDF in a new window.

1. Navigate to the Review Estimate page.

2. Select the Compliance tab from the tabs to the right of the estimate view.

   

3. Scroll to view the list of compliance warnings/failures.
4. If applicable, select the list above the line item to change its label (e.g. Comment, Warning, Error, Ignore).

   

5. Select Edit Comment to edit the compliance comments that apply to the estimate as a whole.

   

6. Select + Comment on a line item to view the compliance comments associated with that item.
7. Select + Reviewer Comments to add your comments on the line item's compliance.

1. Select the Photostab from the tabs to the right of the estimate view to view the photos associated with the estimate.
2. Select the arrow to view all specified part photos within a section.

You can write comments while you are reviewing the estimate.

1. Select the Commentstab from the tabs to the right of the estimate view.

   

2. Type any desired comments in the Admin Comment box.
3. Select the Include on Supplement Request check box to include your comments in any supplement requests.

To view any comments the estimator made:

• Select the Estimator Commentstab from the tabs to the right of the estimate view.

If you make changes to the estimate during your review, you must save them.

• Select Save to save your changes and continue working on the review.
• Select Save & Complete to save your changes and complete the review.

1. Select in the top right corner.

2. Select Request Supplement, Reassign, or Delete Review.