Estimates
Estimate history: see who changed what, and what it did to the total
A plain-language record of changes to an estimate, naming who made it, with the money before and after. Open it from Job actions, share it with adjusters, or add it to the PDF.
Changes to an estimate are recorded in plain language: who made it, what moved and what it did to the total. When someone asks why a number changed, the answer is already in the history.
Open the history
- Go to Jobs, open the job and select the Estimates tab.
- If the job has more than one estimate, switch to the one you want.
- Open Job actions (⋮) in the job's top bar and choose Estimate history.
The History panel opens with recorded changes, newest first. On a phone it fills the screen.
Reading the history
Entries are grouped by day and name the person behind each change, for example "Alex removed 2 items from Kitchen." A change Wave made in chat is credited to the person who asked for it.
Rows that moved money show the numbers: the lines that changed, with quantity, price and total before and after, plus the estimate total before and after. A long change lists the first few lines and says how many more there are. When a total changes, you can see which lines moved it and by how much.
Drying changes on a water estimate read the same way. When a room's drying days change, the entry names the room and what it was before, for example "Hallway now dries 4 days, was 3" or "Hallway follows the job again, was 4 days". Moving drying equipment from one room to another is recorded too, and both show the money before and after.
Filters at the top narrow the list to Edits, Sharing or Status. The panel loads a page at a time. Click Load older at the bottom to see earlier changes.
What an adjuster sees
Anyone on an adjuster or collaborator share link can open History on the shared page, listed as changes shared with them, newest first. Adjusters can see for themselves why a number moved, which means fewer follow-up questions for you.
They see edits, room changes, detail changes, changes Wave made in chat and the comment history. Your teammates appear by first name.
The money on their copy follows the link's settings. If the link hides price columns, or it's a Client summary link, rows show the change without per-line prices or totals.
Customer links show the clean estimate page without history.
History on the PDF
The change history can print as an appendix on the PDF. In the Export dialog it's the Change history row under the PDF contents. It's off by default to keep routine PDFs short. Turn it on when a carrier or TPA wants a full record of changes.
The appendix follows the PDF's price settings: if the document hides prices, the appendix leaves out the per-row money.
When an adjuster downloads the PDF from their share link, the appendix is included.
The appendix opens with a count line. Your copy opens with a count, such as "42 recorded changes since March 3." A collaborator's copy reads "42 changes shared with you." On a very long history, the appendix lists the most recent changes and says so, so you always know when you're looking at a partial list.
History and comments
History is what changed. Comments are what people said about it. They meet in the comment thread, on the collaborator share page and on the job's Estimates tab, where a line's changes appear alongside the conversation, so a question and the edit that answered it read in order.
History and undo
Undo changes the estimate by walking your edits back. History documents it, including the undos, so the full story stays in the record.