How to review the AI’s estimate, as well as filtering, starring, viewing photos, adding notes, and tracking ‘viewed’ progress.

  1. To review a claim, start by navigating into the claim by clicking the file number on the home dashboard.

    Screenshot 2024-09-21 at 5.09.00 PM.png

  2. The inventory you uploaded will be on the left hand side. To search for an item, begin typing into the search box above your inventory list.

    Screenshot 2024-09-21 at 5.09.41 PM.png

  3. To filter your item list, select the Filter button. Note: Filters such as brand and room will only appear when the claim has items with different brands and rooms.

Screenshot 2024-09-21 at 5.10.28 PM.png

  1. The item you are currently viewing is the first item. You will see the selected replacement item, as well as other available options. To select a different replacement item, simply click a different replacement item.

Screenshot 2024-09-21 at 5.11.22 PM.png

  1. To view the product link for a replacement item, select the three dots menu below the supplier name.

    Screenshot 2024-09-21 at 5.11.59 PM.png

  2. Select Goto Product Page. The product page will open in a new tab.

Screenshot 2024-09-21 at 5.12.51 PM.png

  1. Click here to learn how to batch assign a singular replacement item to multiple inventory items.

    Screenshot 2024-09-22 at 11.19.37 AM.png