Estimates list

Estimates is the full, filterable list of every tracker. Reach it from Operations → Estimates.

The list

Each row shows the estimate number, insured / loss, carrier, estimator, status pill, ball pill, current round, the active SLA clock (state pill + meter + label, or “complete”), and RCV. Rows are sorted done-last, then by aging state, then by budget consumed — the most urgent work floats to the top. Click a row to open its detail page.

Filters

Two segmented filter bars narrow the list live:

• Ball — All · Our court · Carrier court · Complete.
• State — Any state · Overdue · Due.

The count updates as you filter. The list paginates client-side at 25 rows per page.

New tracker

The + New tracker button opens the create form (estimates/new).

1. Fill in Estimate # (required), Insured name (required), and pick a Carrier (required).
2. Optionally set Claim #, Job #, Estimator, Loss type (water / fire / storm / mold / wind), Phase (mitigation / demolition / reconstruction / contents), Location, and RCV.
3. Click Create tracker. This POSTs to /api/estimates and the new estimate opens as a draft, ball with us, round 0.
4. From the success card you can Submit to carrier immediately (POST /api/estimates/:id/submit), Create another, or jump to All estimates.

Carrier deep-link

Opening the form from a carrier’s detail page pre-selects that carrier via a ?carrierId= query param, so you can spin up a tracker for a specific carrier in one click.