Help Center
Step-by-step guides and documentation for the Estimatics platform.
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Estimate
AI Scope Generation — From Photos to Line Items
How Estimatics turns your inspection findings into a draft line-item scope you review and refine — so the estimate starts in the field, not back at the office.
3 min read
Reports
Report Types and How They're Composed
The seven report types, the nine sections they're built from, and the two rules that decide what actually lands in your PDF — the type's tier gate and each section's own.
4 min read
Getting Started
Welcome to Estimatics
What Estimatics does, how the workspace is organized, and the three steps to get your first inspection documented and delivered.
5 min read
Getting Started
Your First Job, End to End
One inspection all the way through: create the job, capture it on the iPhone, run the analysis, build the scope, and deliver the report. What each stage produces and what to check before moving on.
7 min read
Getting Started
Navigating the Job Workspace
The job workspace holds an entire inspection, from raw photos to delivered report. What every tab does, and why you may not see all of them.
6 min read
Getting Started
Understanding Your Plan and Features
FIELD, SCOPE, and CERTIFY — what each plan includes, how seats are priced, and which features are gated by plan rather than by role.
8 min read
Browse by category
Getting Started
- Welcome to Estimatics
- Your First Job, End to End
- Creating a Job — Complete Guide
- Workflow Types and Job Statuses
- Navigating the Job Workspace
- Understanding Your Plan and Features
- Installing the Estimatics iOS App
- Working Offline — Field Inspections Without Internet
- Document Intelligence — Policies and Other Documents
- Your Own Account Settings
Capture
- Capturing Photos with the Mobile App
- Recording Video Inspections
- Using Dual Video / MultiCam Recording
- Organizing Media by Area
- How Media Syncs to the Cloud
- Photo Quality and the Photo Score
- Reviewing and Managing Captured Media
- LiDAR 3D Scanning with RoomPlan
- Photo Markup and Annotations
- FIELD Lite — Invite Someone Else to Capture