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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:

ActionEndpoint
CreatePOST /api/estimators
UpdatePATCH /api/estimators/:id
DeleteDELETE /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.