Uploading your contractor and carrier estimates

Use the contractor's itemized scope and the carrier's itemized estimate for the same claim. ClaimOps reads their rows for comparison. Check the results against the originals before relying on the amounts.

Upload and confirm both originals

1. On New Claim, choose the PDF for each labeled slot: Contractor Estimate and Carrier Estimate. Check the property and claim number before uploading.
2. Choose Upload estimates & review details. Wait for the reading status to finish, then review the extracted claim details, including the named insured or company.
3. Resolve the fields the form flags. If the documents have conflicting or unavailable identity details, inspect both and complete the displayed same-claim confirmation only when appropriate. Otherwise choose the correct documents.
4. Choose Confirm claim details. On the claim page, check the estimate cards and use Compare Estimates if comparison still needs to run. Results appear in Summary and Line Item Differences.

For an incomplete saved draft, return to the existing claim and use its missing-estimate upload action. Awaiting carrier estimate means that original is still needed; uploading a response letter does not fill that requirement. See saving a draft.

Choose readable files

Estimates must be PDFs. Export from Xactimate, Symbility, or your estimating software when possible. A clear, upright scanned PDF can also be processed. Scans, unusual layouts, and digital exports can all contain reading errors; processing success is not an accuracy guarantee.

Extra photo and document evidence is optional and separate from the two required estimates. You can prepare with current documents after the required claim and source checks. The evidence drawer accepts JPG, JPEG, PNG, HEIC/HEIF, GIF, and WebP photos, plus PDF and supported image documents, up to 50 MB per file. Its file picker shows the formats for the selected tab. Learn how to upload and link evidence.

Check parsed details against the source

Open Check parsed details beside the estimate. Open its source PDF and find the printed row. A recorded page can help you navigate; when the page is unknown, locate the row in the original instead of assuming a page number.

• Zero and missing are different. A printed zero is a value. Do not enter zero merely because a number was not printed or could not be read.
• An amount alone does not establish quantity or rate. An unstated unit or a lump-sum row should not be treated as a measured unit rate.
• Check arithmetic separately. Quantity multiplied by rate may differ from the printed line total. The parsed line-item subtotal can also differ from the document footer. Inspect the source rather than silently replacing one with the other.

Correct a parsed row before building a package

1. Choose Correct parsed details for the row. Open the source and check the description, printed unit, quantity, rate, and line total.
2. Enter only the correction supported by the source, add a Reason for correction, and optionally enter the page you inspected. That page is recorded as your observation. Leave an unprinted unit unset; numeric fields require explicit values, so do not invent missing numbers.
3. Choose Preview correction. Review the proposed row values, parsed subtotal, and available comparison change. The printed document footer stays unchanged. These are comparison amounts, not money recovered.
4. Save only when the preview matches the source. The correction and supported comparison update are saved together. Check the refreshed comparison and Correction history for the recorded change and reviewer.

This editor is for current original estimates before any saved package. Recorded carrier-response details, older replaced sources, and claims with saved packages or recorded/closed history are preserved. While parsing or analysis is running, wait and refresh. Follow the specific read-only reason shown; replacing or deleting a file is not a way to rewrite a submitted version.

If uploading, reading, or saving fails

• Upload failed: check the file type, size, and connection. Check whether the file appears on the claim before trying again.
• Reading failed or important rows are missing: use a clearer original export or scan where replacement is available. If the source is locked or the issue remains, contact support with the claim number, filename, and affected row.
• The source changed while you were editing: load the latest details and inspect them again. An old preview must not be saved against a replacement source.
• The save result is uncertain: choose Check save status to confirm whether this correction was saved. If offered, Retry same save retries that correction. Check the result before starting another correction; your draft is preserved.
• Correction saved — refresh needed: choose Retry refresh. The correction is already recorded; do not submit another correction just to refresh the displayed totals.

Next: read the comparison. For unresolved problems, email contact@claimops.io.