The Estimate-Ready Report

When your scope is built and reviewed, the Estimate report turns it into a clean, sendable document — the scope and pricing laid out the way a recipient expects to receive them.

What's in it

The Estimate report type is focused: a cover and the estimate table — your line items, quantities, and pricing, organized by area and coverage. It's the right choice when the estimate is the deliverable and you don't need the full findings-and-analysis package around it.

Need the numbers plus the supporting story? Use the Complete report, which combines findings, narrative, geometry, evidence, and the estimate table in one document.

Availability

The Estimate and Complete report types require a SCOPE seat — the estimate table is itself a SCOPE-tier section, so there is no version of this report below that.

The tier that counts is the seat's, not the account's.

Before you generate

Confirm the scope is reviewed — resolve inferred or low-confidence lines first (see The Pricing & Scope Confidence Indicator).
Check quantities and pricing reflect the job.
Make sure each line can point to its evidence (see Evidence-Linked Estimation).

Once it's ready, compose it and download the PDF. Generating a report is always a deliberate step — you decide when the estimate leaves your hands.

For Xactimate, run the ESX export from the Estimate module instead. That's a different path with a different output.

Report types and composition

All seven types, the nine sections, and the rules that gate them.

Exporting your estimate

The PDF path and the Xactimate (ESX) path, side by side.

Pricing confidence

Which lines to resolve before the estimate goes out.

Evidence-linked estimation

How each line traces back to the finding that produced it.

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