Xactimate questions / Estimating workflow
Use a final Xactimate quality-control check before changing project status or handing off the estimate.
Field guidance by Neil Baumann
Working adjuster and Parrot Key instructorUpdatedReview project information, sketch geometry, room and elevation names, quantities, estimate items, activities, notes, photographs, reports, unresolved questions, and any required company checks. Confirm that the file is ready for its next authorized use before changing status.
Completion can trigger synchronization, archiving, reporting, or workflow actions. A status change should reflect an actual review rather than the fact that the user has reached the end of the screen.
Parrot Key teaches two reviews: a room-level check while the property is available and a final file-level check before completion or handoff.
Project status and revision workflows depend on platform, permissions, assignment, and company procedure. Confirm the current process before using completion as a temporary stopping point.
These links point to product owners or other primary sources. Parrot Key uses them as references and writes its training guidance independently.
Verisk product documentation covering current mobile sketch, project, report, and measurement topics.
Current Verisk instructions for capturing, organizing, annotating, sharing, and recovering mobile photographs.
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