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Scope Sheets

Which of the Following Best Describes the Estimate You Need?

If you need to correct/supplement an adjuster or competitor’s Xactimate or Symbility estimate, you can usually skip filling out Scope Sheet forms and just make a list of what needs to be added or changed.* Once your list is ready, log in to your account, create a new order, upload the existing estimate, upload your list of the items to add or change, and upload any other relevant project documents you may have (e.g. satellite report, photos, subcontractor bids, etc).

*If you’re adding new rooms to the estimate or if the bulk of the scope of work hasn’t been written by the other estimate writer, then you likely will need to fill out Scope Sheet forms. If you’re not sure, please Contact Us before submitting your order.

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If you need an Xactimate® or Symbility estimate written from scratch (i.e. if you don’t need to correct/supplement an adjuster’s estimate), then please download, print and fill out one of our easy-to-use Scope Sheet forms linked below. These forms are used to specify your scope of work for any estimate written from scratch, including but not limited to projects related to:

  • Water mitigation & mold remediation
  • Smoke and soot cleaning
  • Reconstruction (water, mold, fire, wind, hail, etc)
  • Contents/personal property pack out, cleaning, storage & pack back

Within these forms, you’ll draw a floor plan of each affected room† and then list the scope of work needed for each room. After the forms are completed, you’ll log in to your account, create a new order and upload the forms along with any other relevant documents or files you have (e.g. satellite report, subcontractor bids, photos, etc).

†Floor plans are not needed for contents/personal property estimates

Ready to get started? Get our Scope Sheets forms below.

Need Help Measuring? Check Out These Outside Resources

If you’re unable to physically measure the exterior of a building (including a roof, elevations, windows and doors), here are some online resources that can help:

EagleView®. Online service that provides dimensioned diagrams for roofs, siding, windows, and doors utilizing high-definition satellite imagery. Once you’ve obtained your EagleView report, upload it with the rest of your order documents. Recommended for roofs

HOVER®. Online service that provides dimensioned diagrams for roofs, siding, windows, doors, and detailed line segments such as trim utilizing high-definition satellite imagery. Once you’ve obtained your HOVER report, upload it with the rest of your order documents. Recommended for roofs and elevations

If you’re unable to physically measure the interior of a building, here is an online resource that can help: 

Matterport®. Matterport is a special type of camera used to capture 3D images of homes or commercial spaces. It works by taking lots of pictures from different angles and then stitching them together to create a virtual model you can explore online. The technology is similar to “Google Street View,” but for interior spaces. Plus it includes a handy measuring tool that can allow us to measure areas or certain features of a space. Often times, we can even write an entire estimate from a Matterport scan alone! Recommended for interiors