Scope Sheets

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.

Ready to get started? Click the button below.

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.