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Reference

Estimate anatomy

Every part of the estimate workspace: the canvas tabs, then the estimate canvas top to bottom, from the General section and room sections to line item columns, notes, modifiers, subtotals, and the grand total.

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Every Wave estimate workspace is laid out the same way. This page is the reference for what each part does and where to go for the how-to.

The tabs

The tab bar at the top of the canvas switches between its views:

  • Estimate: the rooms, line items, and totals — the canvas this page walks through
  • Info: customer and loss details, whole-job notes, and your team's private internal notes
  • Files: photos tagged by room, plus PDFs and videos attached to the job — see The Files tab
  • Drying: drying logs (Basic and above, included in the trial)

The chat is its own panel beside the canvas — on desktop the two sit side by side; on mobile you see one at a time and toggle between them.

The estimate canvas, top to bottom

Status pill and lock banner

The status pill shows where the estimate is in the workflow: Preliminary, Completed, or Canceled. See Status icons. If the estimate is locked, a banner appears and edits are blocked until it is unlocked. Wave also locks the estimate briefly while it is responding. See Lock and unlock an estimate.

General section

Cross-cutting items that are not tied to a single room. General is always pinned at the top and cannot be renamed, moved, or deleted.

Room sections

One section per affected room, each with its own header. Right-click a header to rename, edit square footage, move, or delete the room; double-click the title to rename inline.

On multi-unit losses (apartments, condos, townhomes), rooms are grouped under unit headers with a subtotal per unit. Units only appear if you use them; single-unit estimates look exactly as before. See Multi-unit estimates.

Line items

Each row has five columns: description, quantity, unit, price, and total. Click any cell to edit it inline. See Edit a line item manually.

  • Notes: a line item can carry a note, shown with the row and included on the PDF.
  • Modifiers: pricing modifiers (After Hours, Category 3, Heavy Cleaning, No Bagging) show on the rows they are applied to. Only modifiers that apply to a line item's pricing are available.
  • Industry codes: press X to show codes in the description column (included on every plan and the trial).

Totals

Each room section shows a subtotal, multi-unit estimates add per-unit subtotals, and the grand total sits at the bottom. Totals recalculate live as line items change.

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