Send Estimate and Artifacts to Insurance

Tip: You can send attachments to the insurance company after you send the estimate. For example: If you forgot to add two photos, you can send them to the insurance company separately at a later date.

1. On the Job Overview page for the assignment, click Send.

   

2. In the Items to Send window, click one of the following:
• Total Loss if the vehicle is beyond repair.
• Final to use the invoice for payment.



Note: If this is not a total loss, make sure the Total Loss check box is cleared.


3. Click Send to submit the files.

Note: This feature is only available if the job has more than one estimate and is not available to all users.

1. On the Job Overview page for the assignment, click Send.

   

2. In the Items to Send dialog box, select the estimate you want to send.

   Note: The Items to Send dialog box only shows you the new items associated with estimates that have not yet been sent to the insurance company.

3. Click Total Loss if the vehicle is beyond repair.

4. Click Send.

Tip: You can send artifacts in increments if needed if you've already sent an estimate. For example: If you forgot to add two photos, you can send them separately at any time.