Estimates
Export reports
Export a polished PDF with ⌘P, the Export button, the command palette, or the estimates list. Choose Full Document, Estimate Only, or Estimate & Drying Log.
The report is what you hand the customer, the adjuster, or the carrier. Wave's export is built to look like a finished estimate, not a printout of a UI.
Where to export from
Any of these works:
- Press ⌘P (Ctrl+P) in the estimate workspace.
- Click the Export button in the estimate workspace.
- Open the command palette with ⌘K (Ctrl+K) and type "export".
- On the estimates list, open the row's kebab menu (⋮) and choose Export.
Export stays available while an estimate is locked. Locking blocks edits, not export.
Choose a document type
- Full Document: cover page, the estimate, and photos.
- Estimate Only: line items and totals, nothing else.
- Estimate & Drying Log: the estimate plus the drying log, available when the job has a drying log. Drying logs are available on Basic and above, and included in the free trial.
Before exporting you can also toggle photos, the cover page, and your company logo, with a live preview on desktop. See Customize reports for the toggles, what each report includes, and filenames.
Availability
Export is included on every plan — and on the free trial, so you can hand a real document to a real adjuster before you pay. See Plans and limits.
Beyond the PDF
Two more ways a finished estimate leaves Wave, both from the same Export menu:
- Export to Xactimate — Wave is compatible with Xactimate; export your estimate to it right from the Export options (Basic and above, included in the trial).
- Send an estimate to QuickBooks — create a draft invoice in your connected QuickBooks company (Basic and above).
Make it yours
Your company name, address, phone, and logo come from Settings > Company and appear on the report. See Company Info.
After exporting
A typical next step is to set the estimate's status to Completed, which moves it to the Completed filter on the estimates list.