General Tab

The date is entered by the system and updated when you save the estimate. When you commit the estimate, this date is frozen. If you are working on a supplement, this date is the date the original estimate was committed.

The time is entered by the system and updated when you save the estimate. When you commit the estimate, this time is frozen. If you are working on a supplement, this is the time the original estimate was committed.

The system-generated Estimate ID. This field is editable until the estimate is initially saved. After the estimate has been saved, the Estimate # field becomes read-only and cannot be changed.

If you are creating a supplement, the identification code of the estimator. This field defaults to the ID code of the user that is logged on to the system. To change it, select from the list.

 If you are creating a supplement, the name of the estimator. The system completes this information based on the User ID in the Supplemented By field.

Total loss and partial loss must be clearly identified before committing and saving the estimate by selecting P-Partial Loss or T-Total Loss.

Note: This is a required field for Insurance Company installations.

The date damage was reported.

The date the loss occurred.

The category used to describe the type of loss. The available choices are defined in the Shorthand Codes dialog box.

Damage Assessed By

The identification code of the estimator. This defaults to the ID of the user that is logged onto the system. To change it, select from the list. (If you are entering a supplement, this is the ID of the user who entered the original estimate.)

The name of the estimator. The system completes this information based on the User ID. (If you are entering a supplement, this is the name of the user who entered the original estimate.)

The classification of the estimator (Audit, Field, None, Other, Drive-In, and Non-DriveIn). The system completes this information based on the User ID. To change it, select from the list. Once the estimate or supplement is committed, a change to this field generates a correction.

Note: If this field has been designated as required, None is not a valid selection.

Insurance Information

The vehicle owner’s insurance policy number.

Entity or person responsible for payment.

Indicates whether the claim has been paid. List values are “Y” for paid, “N” for not paid, and blank if the field has not been addressed. The field can be hidden in authorization groups and the label changed in custom prompts. If not hidden, the Claim Paid field appears in the printed estimate report and print image files.

The Claim Number. If you use the claim number as the estimate ID, this field must be completed before you commit or save the estimate.

Note: This is a default required field for Insurance Company installations.

The Claim Unit, if applicable, is used by the Total Loss report.

The Loss Code, if applicable, is used by the Total Loss report.

Deductible

The waived deductible status. List values include “Waived,” “Not Waived,” “Unknown,” and “None.” The default value is "Unknown."

The deductible amount of the insurance policy. This field is active only when the Waived field is set to Waived or Not Waived. Maximum field length is eight numbers.

Active only when the Waived field is set to Not Waived, this field allows you to enter the amount of the deductible that is to be credited back to the insured. The default value is 0.0. The amount entered cannot be greater than the deductible. Maximum field length is eight numbers.

This field is visible only when the Display Deductible Credit check box is selected on the Adjust/Long Exp tab in the Profile.

Select this check box to credit back to the insured all betterment items on the estimate. This check box is not selected by default.

The check box is visible only when the Display Betterment Credit check box is selected on the Adjust/Long Exp tab in the Profile.