1
Submit
Add the job details, measurement report, photos, and scope information.
Estimate Portal
Keep every estimate moving from one central place.
Submit a job, review your submissions, communicate with the estimating team, track progress, and invite team members. Each person can submit and follow their own estimates.
One shared workspace
Everyone sees the work they need to see.
The portal gives your company a simple home for estimate requests. Invite your team, keep conversations attached to the job, and check what is ready without searching through email.
- Submit a Basic or Full estimate request
- Review status and progress for each job
- Send questions and see replies in context
- Invite team members so each member can submit and follow their own work
⌂ Dashboard⇥ Estimates⌄▣ New Request
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JPJordan ⌄
Product preview · fictional data only · no live portal information
Dashboard
＋ Create Estimate RequestTotal Requests12
Active Jobs4
In Progress3
Completed5
Estimate PipelineView all →
New Request2
Acknowledged1
In Progress3
Completed4
Invoiced1
Paid1
Recent Requests
Riverside · 18 Oak LaneState Farm · Claim DEMO-014
in progressOak Street · 42 Pine RoadTravelers · Claim DEMO-021
completedRecent Activity
Alex was assigned to RiversideToday
Jordan submitted Oak StreetYesterday
Simple by design
From request to ready-to-use estimate.
2
Follow
Watch status changes, read messages, and see what the estimating team needs.
3
Use
Review the completed estimate and supporting reports when the job is ready.