The Estimator Portal
The estimator portal is a separate, mobile-first workspace for independent or freelance estimators who work with shops on Claimory. It is its own login, not a shop-staff seat.
- Step 11
Sign up and accept invites
Estimators sign up and log in at their own portal. Shops send assignment invites, which appear under Invites for the estimator to accept.
Estimator portal dashboard with invites and assignmentsEstimator portal dashboard with invites and assignmentsGuided preview - Step 22
Open the claim workspace
For each accepted assignment, the estimator opens a claim workspace with the claim overview, a file manager for photos and estimate files, and a damage map.
- Step 33
Build and share a package
Assemble an estimate package with files and notes, then generate a share link or export it back to the shop. Update the assignment status as the work progresses.
- Step 44
Track performance
The estimator portal has its own dashboard, calendar, and analytics, including per-estimator performance, so independent estimators can see their own throughput.
Common questions
Related tutorials
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