Your First Job, End to End

This is one inspection all the way through — from an empty job list to a report you'd hand a carrier. Roughly a day of elapsed time, most of it waiting on your own review.

Before you start

The property address
Whichever of these you have: policy PDF, claim number, carrier, date of loss
The iOS app installed and signed in with your web credentials

You don't need any of it complete. The job is a container you fill as you go.

1. Create the job

Jobs → Create. Two routes: upload the policy and let Estimatics pre-fill the form, or fill the three steps yourself.

The field that matters most is the workflow type — it decides which stages the job passes through and which tabs it shows. For a standard claim, that's Insurance Claim — Inspection & Estimate. You can't change it later.

The job is created at New. Assign it to the inspector and it moves to Inspection Assigned; the assignee sees it in their iOS queue.

ℹ Note

Creating, editing, and deleting jobs takes a Super Admin or Admin role. Coordinators read every job and assign people to them from the scheduler; Estimators can close out what they estimated.

→ Creating a job · Workflow types

You can also create a job from the iPhone — useful when you're already at a property that wasn't on the schedule. It syncs to the dashboard immediately.

2. Capture the property

Open the job in the iOS app and start capturing. This is the stage that determines the quality of everything downstream — the AI reads photographs, and it cannot see what you didn't shoot.

Assign every photo to an area. A photo that belongs to "Master Bathroom" produces a far better finding than a loose photo, because the model knows what it's looking at. Estimatics ships a catalog of 100 room types across residential, commercial, and standard areas.

Shoot the sequence, not the highlight. Wide shot of the room, medium of the damaged wall, close-up of the damage, and a close-up with a scale reference. The wide shot is what proves the close-up is where you say it is.

Record video where a still won't carry it — an active leak, a walkthrough of a whole floor, a roof elevation.

Run a LiDAR scan of the interior. That's what produces the floor plan and the per-area dimensions the estimate prices against. On every plan, including FIELD.

No signal is fine. Capture keeps working offline and uploads when you're back in range. Don't wait around for bars.

→ Capturing photos · LiDAR scanning · Working offline

3. Review what came in

Open the job on the web dashboard, Capture tab. Media appears as it syncs — you can start reviewing before the inspector has left the property.

Check the coverage: every affected area photographed, every photo in the right room, nothing obviously blurry standing alone as the only evidence for something important.

Fix gaps now. Re-shooting is a phone call while somebody is still on site; it's a second trip tomorrow.

4. Run the analysis

Analyze tab. Analysis doesn't start by itself — you run it, on a photo or on a whole area from its dossier.

What comes back is a finding per piece of damage: damage type, severity (low, moderate, high, critical), the material affected, where it is, a technical description, an evidence note, a confidence level, and a 0–100 score on the photograph's own evidentiary quality.

Every finding arrives as Inferred — proposed, not yet yours. Work through them:

Confirm what matches what you saw
Correct the severity or location where the photo misled it
Delete the false positives — a shadow, normal wear, an old repair
Add what the AI couldn't see. Manual findings sit in the same list

Then flag what belongs in the scope with +Scope. That's the queue the estimate reads from.

The evidence coverage signal tells you, area by area, where the file is thin — read it before you consider this stage done.

→ How findings work · Evidence coverage

5. Check the geometry

Geometry tab. Your LiDAR scans render as floor plans and a 3D model, with per-area dimensions — floor area, perimeter, wall area, ceiling height, and openings.

Verify the areas that will drive quantities. An unscanned room isn't in the model, and a room that isn't in the model isn't in the estimate.

→ Floor plans from LiDAR · Measurements

6. Build the estimate

Estimate tab. Generate the scope from the findings you flagged; Estimatics builds the line items and prices them against the property's region.

Then do the part that's yours: check quantities against the geometry, check that each line traces to the finding that produced it, and resolve anything flagged low-confidence. A line you haven't stood behind is a line the other side will find.

Field Inspectors have no access to this tab.

→ AI Scope Generation · Pricing confidence

7. Deliver

Reports tab. Pick a report type and Estimatics composes the sections and renders the PDF.

Damage, Findings, Geometry, and Custom compose on any plan. Analysis, Estimate, and Complete need a SCOPE seat, because the estimate table and the written narrative are SCOPE-tier sections.

For Xactimate, run the ESX export from the Estimate module instead — $10 per export, Super Admin and Estimator only.

Move the job to Completed when the deliverable is ready, then Delivered when it goes out.

→ Report types · Exporting

What to check before you call it done

Every finding reviewed, not just the ones you agreed with
No high-severity finding resting on a low-scoring photograph
Quantities reconciled against the geometry, not the defaults
The policy on file, if you have it — coverage context is what makes the coverage notes worth reading
The report opened and read, front to back, before it leaves

Frequently asked questions

Is there a limit on jobs? No. Unlimited on every plan.

Can I duplicate a job? Not currently. Each job is one property and one inspection event. Re-inspecting the same property means a new job.

Can a job cover multiple buildings? One job, one property address. For a multi-building commercial site, create a job per building.

Can I delete a job? Super Admin and Admin can. Deletion is permanent — media included. To archive instead, set the job to Closed: it leaves the active dashboard with everything intact and can be reopened.

Do I have to do the stages in order? No, but each one feeds the next. An estimate built before you've confirmed the findings is an estimate built on proposals.

Navigate the workspace

What each of the nine tabs does.

Capture photos with the iOS app

Technique that produces better findings.

Workflow types and statuses

Which stages your job actually passes through.

Scheduling and assignment

Getting the right inspector to the right property.

Last updated: September 2026 · Questions? Email support@aiestimatics.com