Chat with Wave
Ask Wave about documents
Attach adjuster scopes, carrier estimates, policies, moisture logs and drying logs in chat. Wave answers, compares them with your estimate, adds what it reads clearly, and can rebuild from a carrier estimate.
The paperwork around a job can go straight into the chat: adjuster scopes, carrier estimates, carrier to-do lists, policies, moisture logs and drying logs. Attach a PDF and tell Wave what you need. You can upload photos or PDFs of an existing drying log.
How to attach
- Open the Wave chat beside the job (on a phone, pick Chat from the job's view menu), or Chat in the top bar.
- Click + (Add files) in the chat box and pick the PDF.
- Type your question or instruction and send.
Limits depend on where you are:
| Where | Files per message | Size |
|---|---|---|
| A job's chat with an estimate open, and the Chat page | Up to 2 PDFs | 100 MB each |
| A job's chat with no estimate open, and the Home box | Up to 10 files | PDFs up to 100 MB, photos up to 20 MB each |
Wave reads your document before it answers. If a page can't be read, Wave tells you.
What to ask
- "What does this adjuster scope include that my estimate doesn't?"
- "Add what's missing from this scope."
- "Rebuild this carrier estimate."
- "Does my estimate line up with the readings in this moisture log?"
- "What does this policy say about mold?"
- "What's this document asking me to do?"
What Wave does with a document
- Answers: ask what a document says and Wave reads it and answers.
- Compares: ask how it stacks up against your estimate and Wave walks the differences.
- Adds what it reads clearly: when Wave reads rooms, sizes and line items from a scope or carrier estimate clearly, it adds them to the estimate you're on and asks you to double-check them. What's already on your estimate stays in place. When Wave isn't sure, it asks instead of writing.
- Reads a drying log: attach an existing drying log, as photos or a PDF, in a chat from Home or in a job's chat. Wave reads it, answers questions about it and records any readings you tell it. See About drying logs.
Rebuild or fill in from a carrier estimate
Ask Wave to rebuild a carrier's estimate, or to fill in what yours is missing from it. For a priced estimate, Wave first tells you what it read, then asks whether to keep the carrier's prices or reprice the same scope at your rates. If you choose your rates, Wave tells you how many lines it could reprice. The rest keep the carrier's price, and Wave offers to price them for you.
A scope of work with no prices is priced at your rates, so there's no price question.
How a rebuild works:
- A rebuild makes one estimate. If the estimate you're on is empty, the lines land there. Otherwise Wave offers one new estimate on the job. One tap starts it, and it uses one estimate credit. Lines already on your estimate stay as they are. See Several estimates on one job.
- Lines land in the carrier's rooms. If your estimate already has rooms, Wave asks which carrier rooms match yours before it adds anything. A line with no room goes in a Bid Items section.
- Fill in adds to the estimate you're on. Everything already there stays.
- Unmatched lines still come in. A line without a close match comes in as a custom item at the price the document states.
- Unclear lines are flagged. Wave tells you how many lines it couldn't read clearly and on which pages, so you can check them.
Policies and coverage
Wave can read a policy and explain what it says, pointing to the section behind each answer. Ask about coverage and Wave recommends a reading, names the section it rests on and says what could change it. It never decides coverage. See Coverage and industry standards questions.
Estimate files from other software
Upload an estimate file from other estimating software and Wave reads it.
Where the documents go
Files you attach with an estimate open belong to that estimate. They show on the job's Job files tab under Estimate files, which is read-only. PDFs you send in a job's chat with no estimate open are kept on the job's Files tab like any other upload.