Export & Share
Comment on line items: ask and answer on the exact line
Adjusters comment on the exact line they have a question about, and your edits appear in the same thread. Your team reads and replies from the job's Estimates tab.
Most adjuster questions are about one line. Comments let them ask it on that line, then see your answer and the edit that settled it in the same thread. No email chain to dig through.
"Why two air movers in a bathroom that size?" belongs on that line, next to the answer. When you share an estimate with an adjuster or collaborator, that's where the question lands.
Where comments live
Comments live on the collaborator share page, the page behind an Adjuster or collaborator link, and right in the job. The adjuster uses the share page, and your team can reply from either place.
- The adjuster opens the link you sent, signs in and comments there.
- Your team reads and replies right in the job. Once a collaborator link is active, the job's Estimates tab shows a Comments button, with a dot when there's new activity, and each line with a thread shows its comment mark. You can also choose Open comments in the command palette (⌘K or Ctrl+K).
Customer links are view-only and don't show comments.
The thread shows the answer and the fix
Each thread shows what people said and what changed on that line. Ask, edit, and the edit appears in the thread under the question, quieter than the comments but right there in order. Anyone reading later sees the question, the response and the change that settled it, without cross-checking a revision history against an email chain.
The record of why the scope looks the way it does builds itself while you work.
How threads work
On the collaborator page, click Comments at the top to see all the threads, or use the comment mark beside a line to open that line's thread. A line with comments shows its count. On a line with no thread, the mark appears when you hover (on a phone it's always visible). Click it to start the conversation on that line. The Comments list groups open threads by room.
Each thread holds a comment and its replies.
When a question is settled, click Resolve. Either side can resolve a thread, and either side can Reopen it. Resolved threads collapse into a Resolved group at the end of the list, and everything in them stays available to read.
If a line changes after its thread was resolved, the thread shows Changed since. The flag shows both sides that the line changed after the thread was resolved, so a settled question gets a second look.
You can edit or delete your own comments, and an edited comment is marked as edited. A deleted comment that had replies leaves a "Comment removed" placeholder, so the thread still reads clearly.
Who's who
The collaborator link uses a free Wave account, which makes comments attributable. People from outside your company show up with their first name and an Adjuster tag, so months later it's clear who asked what. Your team's comments appear under each person's own name.
How comments and edits work together
Wave keeps one live estimate, so both sides settle questions on the page and new facts go straight into the same estimate. A comment is a conversation. To act on it, make the change in the job, by hand or by telling Wave, and the change shows up in the thread.
Comments, line-item notes and job notes
- Comments are the conversation between your team and the adjuster, on the share page and in the job.
- Line-item notes are documentation. They print on the PDF, under the line.
- Job notes are your team's log on the job's Notes tab. They stay out of share links. Job notes are part of the job's context for Wave, and they can post to Slack when the New note alert is on.
A useful pattern: the adjuster asks in a comment, you answer, and the lasting part of the answer becomes the line's note. The next adjuster finds the answer waiting.
Limits
A comment can be up to 2,000 characters, and each estimate has plenty of room for comments, which leaves space for a long negotiation.