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View, Approve or Reject an Estimate
View, Approve or Reject an Estimate

In the claim, you will be able to view, approve or reject estimates when the estimate is in review status

Jessica Clarke avatar
Written by Jessica Clarke
Updated over a week ago

To view an estimate:

  1. Log in to your Workshop account.

  2. Go to Claims by selecting it in the navigation menu on the left side of the screen.

  3. Choose the claim you would like to view the estimate on and click on it.

    1. Note: estimates will only be on claims that are in or have been in the "Estimate Review" status.

  4. Scroll to the bottom to the Documents section.

  5. Select the download arrow icon of the estimate file.

    1. This will download the estimate to your desktop to view.

To approve an estimate:

  1. Select Estimate Approved button under the Status section.

  2. Select checkbox next to Approved by Adjuster.

  3. Select Update Status

To reject an estimate:

  1. Select Estimate Rejected button under the Status section.

  2. Choose a reason in the drop-down box

  3. Select checkbox next to Rejected by Adjuster.

***You are only able to approve or reject an estimate if the claim is in the Estimate Review status***

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