🧭 Summary
The Instant Estimate feature lets you create a preliminary packing estimate in seconds. After you've taken room photos and jobsite documentation photos during your walkthrough, tap a single button and the app will analyze those photos to estimate the number of boxes, large items, and small items per room.
You can review the results, adjust quantities, rerun the estimate, and share or save a professional PDF report — all from your phone. The generated report also appears on the web dashboard under the Reports tab.
This feature is currently in Beta and must be enabled in your app settings.
⚙️ Prerequisites
Instant Estimate enabled: The feature must be turned on in your app settings (it's off by default)
Room photos taken: You need room photos uploaded to the job so the AI has something to analyze
Jobsite documentation photos (optional but recommended): Additional photos of the job site improve estimate accuracy
🚀 Step-by-Step Instructions
1. Enable Instant Estimate in Settings
Open the app and tap My Account in the bottom navigation bar.
Go to the Settings tab.
Scroll down and check the box next to Enable Instant Estimate. You'll see a Beta badge next to it.
💡 Tip: You only need to enable this once — it stays on for all your jobs until you turn it off.
2. Open the Instant Estimate from a Job
Navigate to the job you want to estimate (e.g., from the Jobs tab or Job Report tab).
On the job's Inventory screen, look for the Instant Est. button near the top of the page, next to the item and photo counts.
Tap Instant Est. to open the Instant Estimate window.
3. Calculate the Estimate
When the Instant Estimate window opens for the first time, you'll see a message: "No estimate draft available yet."
Tap the green Calculate Estimate button.
Wait a few moments while the app analyzes your room and documentation photos.
💡 Tip: The estimate is generated from your room photos and jobsite documentation photos. The more photos you've captured, the more accurate the estimate will be.
4. Review the Results
Once the estimate is ready, the window updates to show:
Summary totals at the top: total number of Boxes, Large Items, and Small Items across the entire job.
Room-by-room breakdown below, listing each room with its own counts.
For each room, you can see:
Boxes count with a +/- control to adjust
Condition tags (e.g., Dry, Average Soil, Neat)
Large Items listed individually with quantity controls
Small items in boxes (expandable to see details)
Tap the chevron (>) next to a collapsed room to expand it, or the down arrow to collapse an expanded room.
5. Adjust the Estimate (Optional)
You can fine-tune the estimate before saving:
Use the + and − buttons next to Boxes to change the box count for any room.
Use the + button next to a large item to increase its quantity, or the trash icon to remove it.
Expand small items in boxes to review what the AI detected.
💡 Tip: The AI provides a starting point — you can always adjust based on what you see on-site.
6. Rerun, Share, or Save
At the bottom of the estimate window, you have three options:
Rerun — Re-analyze the photos to generate a fresh estimate (useful if you've added new photos since the last run).
Share — Share the estimate as a PDF directly from your phone (via email, text, etc.).
Save — Save the current estimate to the job. This generates a PDF report that will be available on the web dashboard.
7. View the Estimate Report
After saving, you can view the full estimate in two ways:
On Mobile
A full-screen preview of the Instant Estimate PDF opens, showing:
Job details (insurance company, claim number, date, location)
Estimated Totals by Room table with boxes, tagged items, and boxed items per room
Job Site Documentation Photos with timestamps and captions
Room-by-Room Breakdown with individual room photos
Use the share icon at the top to send the PDF to anyone.
On the Web Dashboard
Go to the job on the web and click the Reports tab.
The estimate appears as a report titled [Job Name] | Instant Estimate with the template listed as Preliminary Estimate.
Click Download to get the PDF.
✅ Best Practices
Take clear room photos before running the estimate — well-lit, wide-angle shots help the AI identify items more accurately.
Include jobsite documentation photos (exterior, damage areas) for a more complete report.
Review and adjust the estimate before sharing — the AI gives you a solid starting point, but your on-site judgment is the final word.
Rerun after adding photos — if you take additional room photos after your first estimate, tap Rerun to get updated results.
Save before leaving the job — saving generates the PDF report that your team can access from the web dashboard.
🧩 Troubleshooting
I don't see the "Instant Est." button on the job screen: Make sure Enable Instant Estimate is checked in your My Account > Settings. The feature is in Beta and is off by default.
The estimate seems inaccurate: The AI works best with clear, well-lit room photos that show the full contents of each room. Try adding more photos and tapping Rerun.
I don't see the report on the web dashboard: Make sure you tapped Save (not just Share) in the mobile app. After saving, the report should appear under the Reports tab on the web.
The "Calculate Estimate" button is not responding: Ensure you have an active internet connection. The estimate requires a server-side analysis of your photos, so it won't work offline.