Estimating & Workflow
Documentation package
The bundle of records a contractor, policyholder, or adjuster assembles to support an insurance claim. It typically includes the scope of work, photos, measurements, invoices, and the estimate file. A complete documentation package makes an estimate easier to review and helps the field adjuster confirm what was damaged and what was repaired. Restoration contractors use it when submitting supplements or when negotiating changes to an approved estimate.
Common questions
What does "Documentation package" mean in Xactimate estimating?
The bundle of records a contractor, policyholder, or adjuster assembles to support an insurance claim. It typically includes the scope of work, photos, measurements, invoices, and the estimate file. A complete documentation package makes an estimate easier to review and helps the field adjuster confirm what was damaged and what was repaired. Restoration contractors use it when submitting supplements or when negotiating changes to an approved estimate.
Where does "Documentation package" show up in a claim?
The term matters on estimates and scopes across the insurance restoration workflow. Browse the glossary for related terms.
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