Setting Preferences in Claims Estimate

Setting Preferences in Claims Estimate

Setting Preferences

There are a few recommended settings to configure in your preferences. These settings affect the appearance and functionality of Claims Estimate. Preferences are device-specific, so these changes only need to be made once—unless you start working on a new device.

To set your preferences in Claims Estimate:

1. Click the Estimate (E) icon at the top left of the screen.
2. In the dropdown menu, click Preferences.

General Tab

3. A new window will open in the General tab. These are the default settings, but you can adjust them to suit your needs.
4. Set Auto-save recovery information to every 1 minute. This ensures that in case of a computer crash or unexpected program closure, all your work up to the last minute will be saved. (Note: This does not replace the need to save your work regularly.)

Sketch Tab

5. Click the Sketch tab to set sketch preferences.
6. Set the roof snap color to red. This is useful if you want to overlay a roof plan directly onto a floor plan.
7. Set Show dimensions only in inches for measurements under 12". This means a measurement will be displayed as 1'2" instead of 14".
8. Deselect Overlay floor plan.

Items Tab

9. Click the Items tab to configure settings related to the items panel.
10. Set the delay for the quantity and note window after adding an item to 5 seconds. This gives you a few seconds to adjust the quantity when adding the item.
11. Use the scroll bar on the right to scroll down to the Item View section.
12. Set Action location to Before. This allows you to see what action you’re taking on an item (Remove, Replace, etc.) before the item description.
13. Select Show column headers. These will be visible in your item view.
14. Select Quantity and Unit Price. These are common headers, but you can choose the columns you want to display.

Photos Tab

15. If you want a higher resolution photo, select 1024 x 768.Once the recommended preferences are set, click OK.