Actionable insights is keen to champion establishing a standard; not in terms of linear formatting and line item selection/interplay. If you are keen to have your estimate/invoice reviewed by our team, you have two choices:

PDF REVIEW

Write your mitigation or repair estimate/invoice to the best of your ability (leveraging the Insight Sheet database). Once you have thoughtfully created your estimate, then render the estimate/invoice in the Xactimate “Rough Draft" report PDF format.

Then remit the PDF and other supporting documentation to peer review@getinsights.com (25Mb Max). Ideally, your pictures should be uploaded and incorporated into the Rough Draft PDF report.

Within 5 business days, you will receive an email that requests authorization to debit your account for 50 Credits per line item (or the cash equivalent). Once your account is reconciled, you will receive your marked-up estimate in PDF format via email.

ESX REVIEW

Write your mitigation or repair estimate in the Xactimate Carrier Profile, to the best of your ability (leveraging the Insight Sheet database). Once you have thoughtfully created your estimate, then export your estimate in ESX format. Then remit the ESX and other supporting documentation to
peer review@getinsights.com (25Mb Max).

Within 5 business days, you will receive an email that requests authorization to debit your account for 150 Credits per line item (or the cash equivalent). Once your account is reconciled, you will receive a revised estimate in ESX format via email.