The Importance of an Accurate Estimate

Let our account specialists deal with the adjuster.

Let our account specialists deal with the adjuster.

  • A proven system with prompt payment.
  • Actually get paid for completed jobs.
  • Track your payment & Increase cash flow.
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Bullet-Proof
Xactimate Invoicing

Get paid like the big guys, with respect.

Claims Negotiations
& Payment Tracking

It’s like having your own AR department, without the payroll expense.

In the restoration industry, an estimate begins your relationship with the client. It is vital that this process goes smoothly. A solid estimate for a job should include the following details:


1. Report of what will be done
2. Time-frame for the project's completion
3. Itemized list of expected expenses
4. Contact information for key personnel
5. Report on insurance claims


By using the Xactimate process, you gain access to an efficient and streamlined process of invoicing that helps your company, your client and the insurance adjuster. All of these factors help with everyone's satisfaction and speed up the claims payment process.


The Breakdown of an Effective Estimate

As your workers and technicians arrive on site, they are likely to perform a quick inspection and assessment of the property. More than likely, the homeowner or business owner of the property will want to know how you can mitigate the problem. By providing a detailed list of what needs to be done, your are able to showcase your expertise in restoration scenarios. Your client is also likely to be interested in your communication with the insurance company. By going over the Xactimate process of invoicing, you can reassure your client that a professional claims presentation will be available within 24 hours. The estimate also allows you to keep your client informed of how many hours or days the job will take. An accurate time frame allows the client to make realistic plans for the future.


The Importance of Xactimate Invoicing

When the vital paperwork is taken care of, your team can concentrate on the job at hand: restoring a property in Plano, TX to great condition. This will also eliminate your frustrations with slow payments coming into your bank account and affecting your cash flow. You can better manage your entire company with a streamlined billing process, and you can more accurately inform clients of what to expect with the settlement of insurance claims.

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