Sharing & Collaboration
Comment on line items
Adjusters and collaborators can comment on individual line items through a shared estimate. Threads live on the line they're about, with resolve and reopen.
When an estimate is shared with an adjuster or collaborator, the questions land where they belong: on the line item.
How comments work
Anyone with the collaborator link — and your own team in the workspace — can start a thread on a line item. A mark appears in the canvas gutter next to commented lines; click it to open the comments drawer, read the thread, and reply.
When a question is settled, resolve the thread. Resolved threads stay in the drawer's history and can be reopened if the question comes back.
Knowing something's waiting
On the estimates list, a row with new comment activity shows a pulsing corner dot — so an adjuster's question from last night doesn't sit unnoticed until you happen to open that estimate.
Comments vs. notes
- Comments are conversation — questions and answers between people, never on the document.
- Line-item notes are documentation — they print on the PDF.
- Internal notes are team-private context on the whole job.
A useful pattern: an adjuster asks in a comment, you answer, and the durable part of the answer becomes the line's note.
Related
- Share an estimate: comments ride the collaborator link
- Estimate history: who changed what
- Add a note to a line item