All walkthroughs
Module 05 of 10 6 min walkthrough + 9s clip
Insurance Workflow
Move from estimate to approved supplement payment.
This module video is a 9-second highlight clip.
The full written walkthrough is below, and the longer full-demo MP4 is available if you want to upload the broader product tour to YouTube.
What it is
A guided 5-step workflow: Upload Estimate → Review Scope → Identify Gaps → Submit Supplement → Approved Payment.
Why it matters
Insurance work is where the most money disappears. A repeatable workflow means fewer items missed and faster carrier payouts.
How to use it
- 1Start with a project that has an uploaded estimate.
- 2Open the Insurance Workflow card — you'll see the 5-step progress bar.
- 3Move through each step: Review Scope, then Identify Gaps.
- 4Build a supplement directly from the gaps that were found.
- 5Submit to the carrier and track until Approved Payment.
Key actions & buttons
- Workflow progress bar — current step always highlighted
- Scope Gap Findings chip — quick count of missed items and dollars
- Submit Supplement button — packages everything for the carrier
Best practices
- Don't skip Review Scope — that's where you catch bad assumptions.
- Submit supplements within the carrier's window.
- Mark Approved Payment promptly — it closes the financial loop.