Article KB0005

HOW TO: Add additional items to a completed estimate?

You can still add additional items to an estimate marked as Completed just like you added the items before the estimate was completed. There's no special trick here, just acquire ownership again and add the new data.

Adding items to a new estimate

If you wish to add new items to a separate estimate within the claim (like a "supplement"):

To create a new estimate, after acquiring ownership of the claim, open the claim and tap Add Page in the menu bar. Select Estimate from the menu and then select the type of estimate you want to add to the claim file (as illustrated on the left below).

This will add a new estimate to the Estimates branch in the Claim Explorer:

You can use any name you want for any estimate, all estimates "types" are really identical; they differ in name only.

To rename the estimate:

Tap-and-hold an estimate then select Rename from the context menu.

Then enter the new estimate name.

If you have any further questions or concerns, please feel free to email us (support@symbilitysolutions.com) or call us at (416) 847-1179.