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For carrier-ready Xactimate estimates, request one from Settings → Store → Request an Estimate (also reachable from the job on mobile). Pick the job, then work through the flow: select locations, list equipment on-site, list materials, choose your payment method (credits or pay-as-you-go), and review the order summary before submitting. Choose one or more estimate types — Water Mitigation, Fire Mitigation, Contents/Pack-Out, Mold/Asbestos/Lead, Biohazard/Trauma, or Interior Repairs. TrueRestore’s estimating team returns a finished .esx file and PDF for you to review and accept. Submitting a request automatically creates a scoped sketcher link so the estimating team can access just the floor-plan data they need — separate from any customer-facing share link on the job (see Team, participants, and sharing a job externally).
Admins can track every request from the ESX Orders page in the web sidebar — it shows each order’s status and flags anything that needs your review.