Uploading your contractor and carrier estimates

After you create a claim, the next step is uploading two files: your contractor estimate (your scope of work) and the carrier's estimate (usually an ACV breakdown or Xactimate printout). ClaimOps parses both and uses them to build the comparison.

Getting this step right matters — the comparison is only as accurate as the files you feed it.

Why it matters

ClaimOps builds the entire supplement package from these two estimates. Every flagged item, every dollar amount, and every line-item comparison comes directly from what you upload. A clean upload — the right files in the right slots — means an accurate comparison from the start.

What to do

1. 1
   Open the claim. From your Claims dashboard, click into the claim you created. You'll land on the claim detail page.
2. 2
   Go to the Files tab. Select the Filestab on the claim detail page. You'll see two upload slots: Contractor estimate and Carrier estimate.
3. 3
   Upload the contractor estimate. This is your scope of work — what your company is saying the repair should cost. Drag the file onto the Contractor estimate slot or click to browse.
4. 4
   Upload the carrier estimate. This is what the insurance company says the repair should cost — usually an ACV breakdown or an Xactimate PDF from the adjuster. Drop it onto the Carrier estimate slot.
5. 5
   Wait for parsing to finish. ClaimOps reads both files automatically — usually under a minute for standard PDFs. When parsing is complete, the Compare tab will become available.

Supported file formats

ClaimOps currently accepts PDF files. If you have an Excel or Word version of an estimate, print or export it to PDF first.

PDFs that are machine-readable (text you can select and copy) parse the most accurately. Scanned image PDFs — photos of a printout — may parse with lower accuracy. When possible, use a digital export directly from Xactimate or your estimating software.

What to check before moving on

• Both files show as parsed (no error status) before you switch to the Compare tab.
• You uploaded the files in the correct slots — contractor in the Contractor estimate slot, carrier in the Carrier estimate slot. Swapping them produces an inverted comparison.
• The Compare tab is now available on the claim detail page.

Common mistakes and troubleshooting

• File won't upload. Check that the file is a PDF. If the upload stalls, try refreshing the page and uploading again.
• Parsing shows an error. Some PDFs are protected or have non-standard formatting. Try opening the PDF in a viewer, printing it to a new PDF, and uploading that version.
• Parsing looks wrong — line items are missing. Try re-exporting the estimate as a fresh PDF directly from Xactimate or your estimating software. If the problem persists, contact support with your claim number and a description of what's missing.
• Uploaded the wrong file. You can re-upload a corrected file to either slot at any time. The new upload replaces the previous one and re-triggers parsing.

Where to get help

If your files won't parse or the comparison looks off, use the Help menu in the app to contact support. Include your claim number and a description of the issue — it helps resolve it faster.

Once both files are parsed, move on to reading the comparison.