Estimators
Estimators (Reference → Estimators) are the GRS users who own estimates. Assignment drives the follow-up queue and the SLA clock (which runs while the ball is with us).
Estimators list
Each row shows name, team, email, phone, open count, total, and status (Active / Inactive). + Add estimator and the per-row Edit / Delete buttons manage records:
| Action | Endpoint |
|---|---|
| Create | POST /api/estimators |
| Update | PATCH /api/estimators/:id |
| Delete | DELETE /api/estimators/:id |
The modal captures name (required), email, phone, team, and status.
Estimator detail
Click an estimator to open their profile and personal worklist:
- Stats — open estimates, how many are on their court (awaiting their response), overdue (highlighted), and open RCV.
- Worklist — every estimate assigned to them (estimate, carrier, insured, ball, round, RCV, aging state), each linking to its detail page.
This is the view a lead uses to balance load and spot an estimator with too many overdue files.