Setting Up Your Profile and Preferences

Your Estimatics profile is visible to your team on every job you're assigned to, and your name appears on any report you generate. Taking five minutes to set it up correctly saves confusion later.

Accessing your profile

Click your avatar or initials in the top-right corner of the web dashboard
Select Profile from the dropdown menu

On iOS, tap the avatar icon in the top-right corner of the Home screen, then tap Profile.

Profile settings

Name and contact details

Field	Notes
First name / Last name	Appears on reports, notes, and job assignments
Email address	Your login email — contact support to change it
Phone number	Optional — shown to team members on your profile
Job title	Optional — e.g., "Field Inspector," "Public Adjuster," "Project Manager"

Your name and job title appear in the footer of any report you generate. Make sure they match your professional credentials exactly as you want them to appear to carriers and clients.

Profile photo

Upload a professional headshot or your company logo. Your photo appears:

Next to your name in the team member list
In the job activity feed when you make changes
In the mobile app header

Supported formats: JPG, PNG. Recommended size: 200×200px minimum.

Password

To change your password:

Go to Profile → Security
Click Change Password
Enter your current password, then your new password twice
Click Save

Passwords must be at least 8 characters. We recommend using a password manager.

Notification preferences

Control when and how Estimatics notifies you.

In-app notifications

In-app notifications appear as a badge on the bell icon in the top nav. You can configure which events trigger a notification:

Event	Default
New job assigned to you	On
Job status changed	On
New note added to your job	On
@mention in a note	On
Media upload completed	On
Report delivered to client	On

To update: Profile → Notifications → In-App.

Email notifications

Email notifications send a digest of activity on your jobs. You can choose:

Immediate — one email per event (recommended for active inspectors)
Daily digest — one summary email per day at 8am in your timezone
Off — no email notifications

To update: Profile → Notifications → Email.

Tip: If you're a field inspector doing multiple jobs per day, set email to Daily Digest to avoid inbox overload. If you're a manager reviewing work, Immediate is more useful.

Timezone and regional settings

Estimatics uses your timezone for:

Displaying timestamps on photos, notes, and activity
Scheduling job dates
Sending email notification digests at the right time

To set your timezone: Profile → Preferences → Timezone. Select your timezone from the dropdown and click Save. The change applies immediately across all jobs.

Language

The Estimatics interface is currently available in English only. Spanish and additional languages are on the roadmap. If you need Spanish language support, contact us at support@aiestimatics.com — your feedback helps us prioritize.

Signing out

Web: Click your avatar → Sign Out. iOS: Tap the avatar icon on the Home screen → Sign Out.

Signing out on one device does not affect your session on other devices.

Frequently asked questions

Can I change my email address? Email addresses are your login identifier and cannot be changed self-service. Contact support@aiestimatics.com with your current and new email address and we'll update it within one business day.

My name appears differently on reports than I want — how do I fix it? Update your First Name and Last Name in Profile settings. The change applies immediately to all future reports. It does not update reports that were already generated.

Can I have multiple profiles for the same email? No. Each email address maps to exactly one Estimatics account. If you work for multiple organizations, your admin can add you to each org using the same email — you'll see an org switcher at the top of the dashboard.

Can I set different notification preferences for different jobs? Not currently — notification preferences apply to all jobs in your organization. Per-job notification settings are on the roadmap.

Set up your organization

Configure your company name, logo, and organization-level settings.

Invite team members

Add inspectors, adjusters, and contractors to your organization.

Understand user roles

See what each role can and cannot do in Estimatics.

Install the iOS app

Get the mobile app set up for field capture.

Last updated: March 2025 · Questions? Use the Resources panel in the app or email support@aiestimatics.com