Creating a Job — Complete Guide

Every inspection in Estimatics starts with a job. The job record holds everything about an assignment: who owns the property, what happened, which insurance carrier is involved, and what coverage applies. Creating a thorough job upfront means better AI analysis, richer reports, and fewer back-and-forth questions later.

To create a job, navigate to Jobs and select Create Job. The creation form walks you through seven steps.

Step 1 — Property Owner

The first step identifies the person whose property you are inspecting. You can:

Select an existing contact from your CRM by typing their name in the search field.
Create a new contact inline by entering their first name, last name, email, and phone number.

If the property owner is associated with an organization — for example, a public adjuster firm that referred the claim — you can link that organization here. This connection flows through to your CRM reporting.

Step 2 — Job Details

This step captures the administrative basics of the assignment:

Job Name — a descriptive title such as "123 Main St — Wind Damage" that helps you identify the job at a glance.
Job Type — the kind of inspection: residential, commercial, or multi-family.
Customer Type — who hired you: property owner, insurance carrier, public adjuster, or contractor.
Start Date — when the inspection is scheduled.
Delivery Date — the expected date for report delivery.
Source — how the job came to you: referral, direct contact, platform, or other channel.

Step 3 — Property Address

Enter the full property address:

Street Address — the street number and name.
City, State, ZIP — standard location fields.
Coordinates — latitude and longitude, which can be auto-filled from the address or entered manually for rural properties.
Property Type — single-family home, townhouse, condo, commercial building, and other options.

Accurate address information is important because Estimatics uses it for satellite imagery, regional pricing, and weather data lookups.

Step 4 — Damage Information

Describe what happened to the property:

Damage Type — the primary category: wind, hail, water, fire, or other.
Cause — the specific event: hurricane, thunderstorm, pipe burst, appliance failure, and so on.
Date of Loss — the date the damage occurred.
Year Built — when the property was originally constructed.
Roof Age — the approximate age of the current roof in years.
Description — a free-text field where you can add context about the damage, such as "Tree fell on northwest corner of roof during April 2 storm."

The more detail you provide here, the more context the AI has when analyzing your inspection photos.

Step 5 — Insurance Information

Enter the claim and policy details:

Claim Number — the carrier's claim reference.
Policy Number — the insurance policy ID.
Insurance Company — select from your CRM organizations or type a new name.
Deductible — the policyholder's deductible amount.
Policy Start Date and Policy End Date — the active coverage period.
Assigned Adjuster — select from your CRM contacts or create a new adjuster record.

Providing complete insurance information enables Estimatics to cross-reference your findings against the policy during AI analysis.

Step 6 — Coverage Policy

Enter the coverage limits from the declarations page of the insurance policy:

Dwelling (Coverage A) — the insured value of the structure.
Other Structures (Coverage B) — coverage for detached structures like garages, fences, and sheds.
Contents (Coverage C) — personal property coverage.
Loss of Use (Coverage D) — additional living expenses if the home is uninhabitable.
Water Damage — whether water damage is covered and any sub-limits.
Fungi / Mold — mold remediation coverage and limits.
Emergency Services (EMS) Limit — the maximum for emergency mitigation services.

If you are unsure about these values, you can skip this step and upload the policy document in step seven — the AI will extract coverage details automatically.

Step 7 — Policy Document Upload

In the final step, you can upload the insurance policy PDF. Estimatics AI reads the document and extracts coverage limits, exclusions, endorsements, and other structured data. Extracted values auto-fill the coverage fields from step six, saving you manual entry and reducing errors.

See the Policy PDF Upload & AI Extraction article for full details on how extraction works.

Draft jobs

You do not need to complete all seven steps in one sitting. At any point during creation, you can save the job as a Draft. Draft jobs appear in your job list with a draft status badge. Open a draft job and pick up where you left off — all previously entered data is preserved.

Tips for better results

Complete the insurance information. Jobs with full policy and claim details produce significantly richer AI analysis and more defensible reports.
Be specific in the damage description. Mention affected areas, materials, and the event that caused the damage.
Upload the policy PDF. Automated extraction is faster and more accurate than manual entry for coverage limits and endorsements.
Required fields vary by plan. Some fields are optional on lower-tier plans but become required on higher tiers where deeper analysis features are available.