Yes, you can write the estimate in Claimory
There is an Estimates screen, a New Estimate button, and a four-step builder behind it: Type, Customer, Vehicle, Quote, and it will not save without a line item.
Estimates carry a job type and a status, a total, and a quote expiration date. The list counts drafts, sent and approved across the top and filters by status, by type and by age.
What Claimory does not have is the reference data CCC ONE, Mitchell and Audatex are built on. No OEM labor times, no P-pages, no parts-price feed.
So it does not replace them for writing an insurance estimate against those references. It writes estimates from your rates, and it reads theirs.
- 01
Insurance Claim
Collects the insurance company, the adjuster name, email and phone, the policy number and the deductible, then marks the estimate Preliminary, Supplement or Final.
- 02
Cash
Customer-pay work priced from your own rates, with a deposit amount and payment terms on the document.
- 03
Warranty
Work billed back to a warranty administrator rather than a carrier or the customer.
- 04
Other
Fleet, dealer, internal, or anything that does not fit the three above.
An approved estimate becomes the job
Convert it, and you choose what carries across: the customer, the vehicle, the line items as initial costs, and the notes. Insurance work becomes a claim and customer-pay work becomes a cash job. The estimate then locks, so the document that created the job cannot quietly drift away from it, and it drops out of the active list with its status reading Converted.
Until then it sits on the list behind you, counted by Draft, Sent and Approved with the total value across the top, and filtered by status, by job type and by age.
One screen writes the whole document
The Quote step is where you actually write it. You add each line yourself and Claimory does the arithmetic under you. The estimate below is one written to show the screen, at a rate typed in for the example.
- 01
You pick the line type, then fill in the line
Labor asks you for hours and your rate. Parts and sublet ask you for a quantity and a price. You type the description, so the line reads the way your shop writes it.
- 02
You decide what is taxable, line by line
Tax is a checkbox on the line, not a switch on the whole estimate, so labor can sit untaxed next to a taxed part without you splitting the document in two.
- 03
You never type a total
Labor, parts and sublet keep separate subtotals in the Summary panel, tax is taken on the taxable lines only, and the total is summed from what you entered. Change a line and every number under it moves.
- 04
You finish the terms on the same screen
Quote expiration, payment terms and any deposit sit under the lines you just wrote, so when you press Save the estimate is ready to send instead of ready to open again.
The estimate leaves as a document
Press Quote PDF and the estimate becomes a one-page letter on your letterhead, ready to send or print. Nothing is retyped to get there, and nothing is summarised away.
- 01
Your shop is the letterhead
The name, the address, the phone and the email come from workspace settings, so the document goes out as yours rather than as software output with a logo dropped on it.
- 02
The lines go out as they were written
Type, description, part number, quantity, rate and amount, in the order you entered them. A labor line still reads as hours at a rate on the page the customer opens.
- 03
The tax rate is shown, not just the tax
Subtotal, the rate in brackets and the dollar amount it produced, then the total. A customer who wants to check the arithmetic can.
- 04
The vehicle travels with the quote
Year, make and model, the VIN and the plate sit beside the customer block, so a collision quote is tied to the car it was written against rather than to a name alone.
Six states an estimate can be in
Converted and Declined drop out of the working list, so what you scroll is what is still live. An estimate that passes its quote expiration while unanswered shows as Expired instead of sitting there looking current.
- DraftBeing written. Not seen by anyone outside the shop.
- SentOut to the customer, with the send time recorded.
- ApprovedThe customer said yes. Ready to become a job.
- ConvertedIt became a claim or a cash job. The estimate locks.
- DeclinedThe customer said no. The record stays.
- ExpiredThe quote expiration date passed while it sat unanswered.
Five line types, one answer each
Every supplement line carries a type, a requested amount, an approved amount and a reason if the carrier moved it. That is what turns "partially approved" from a shrug into a record.
- LaborHours at your rate, by labor type.
- PartWith the part number on the line.
- SubletScans, calibration, glass, mechanical.
- MaterialCorrosion protection, primer, paint.
- OtherAnything the four above do not cover.
It will not guess a line outcome
Skip the per-line section on a partial approval and Claimory records no line outcomes at all. Marking them "probably all approved" would poison the only record worth having of what carriers actually do. The one inference it allows is a full approval, where every line is approved by definition.
It will not hold up your day either
The per-line section is optional. Recording that the carrier answered is the business transaction; labelling the lines is bookkeeping that hangs off it, and it never blocks the first one.
Aging counts from the submission stamp
An hourly job reads every supplement in Submitted or Pending Review and moves it through warning, critical and escalated against the day counts you set in Settings. Your numbers, not ours. It surfaces through notifications, not a shop-wide aging screen.
Eleven things Claimory AI can do for you here
Ask it to add a line, save a version, generate the PDF or send the estimate, and it proposes the action as a card naming the exact operation. Nothing is written until you approve it.
How the approval gate works- 01Add a line to the estimate. Name the operation and the hours or the quantity and the rate, and it writes the line.
- 02Change a line that is already on the estimate, including its rate or its hours.
- 03Take a line off the estimate.
- 04Reorder the lines so the estimate reads the way your estimator writes it.
- 05Save the estimate as a new version, leaving the earlier one on the record.
- 06Generate the quote PDF.
- 07Send the estimate to the customer.
- 08Open a supplement on the claim.
- 09Mark a supplement approved, with the amount the carrier allowed.
- 10Mark a supplement denied, with the reason the carrier gave.
- 11Draft the follow-up on a supplement that has been sitting too long.
Four things this page will not claim
- 01
No OEM labor-time database, no P-pages, no parts-price feed
Claimory does not license the reference data CCC ONE, Mitchell Cloud Estimating and Audatex Estimating are built on. An estimate written in Claimory prices from the rates and lines you enter. For an insurance estimate written against those references, keep the platform you already pay for.
- 02
Audatex comes in as a PDF, not as a structured export
The import dialog takes four file types, up to 50MB: .xml, .ems and .cieca all go straight to the estimate XML parser, which is how a CCC ONE or Mitchell export and a CIECA EMS file come in structured. Audatex has no export on that path, so an Audatex estimate goes through the PDF parser instead. Scan reports and calibration reports are not what the parser is built for, and it will tell you when a document did not parse.
- 03
There is no workspace-wide supplement aging queue
Aging runs as an hourly background job against your own day thresholds and surfaces through notifications and the per-claim views. There is no single screen listing every open supplement across the shop, and this page will say so until there is one.
- 04
The Claim Audit flags and cites, it does not rewrite your lines
It reads the estimate line items and the photos, and it names what it thinks is missing with a citation. Your estimator decides what goes on the estimate.
Questions a shop actually asks about this
Yes. Claimory has a four-step estimate builder: Type, Customer, Vehicle, Quote. You pick a job type of Insurance Claim, Cash, Warranty or Other, and the Quote step composes line items with hours and a rate, with separate labor, parts and sublet subtotals plus tax, discount and a deposit amount. An estimate cannot be saved without at least one line item, so it is a document rather than a total in a box. Choosing Insurance Claim also collects the insurance company, the adjuster name, email and phone, the policy number and the deductible, and marks the estimate Preliminary, Supplement or Final.
Try it on one claim
Write the estimate in the builder. Import the carrier's and check the lines before they save. Then, when the supplement comes back, record what they allowed and what they cut. One claim is enough to tell whether that record is worth keeping.