---
title: "Estimate anatomy"
description: "Every block in the right pane, top to bottom — Company Information, FNOL, Loss Description, Estimate Notes, Documentation Photos, Estimate Details. Reference for what's where."
group: "reference"
lane: "reference"
status: "published"
publishedAt: 2026-05-15
sidebarOrder: 10
tags: ["reference", "ui", "anatomy"]
relatedSlugs:
  - "concepts/chat-first-layout"
  - "estimates/filing-an-fnol"
  - "estimates/edit-line-item-manually"
  - "reference/chat-commands"
sidebarLabel: "Estimate anatomy"
---

The right pane of every Wave estimate is laid out the same way. This page is the reference for what each block does and where to go for the how-to.

## Top to bottom

### 1. Company Information

Pulled from your team's [Company Info](/docs/account/company-info) — logo, name, address, phone, email, license numbers. You don't edit this here; it's read-only on the estimate. Update it once in Profile Settings and every estimate inherits.

### 2. FNOL Information

The First Notice of Loss block. Fields:

- **Name** — the insured / customer
- **Address** — loss address (drives [regional pricing](/docs/concepts/how-wave-prices); sticky once set)
- **Phone**
- **Email**
- **Insurance** — carrier name
- **Claim #**
- **Adjuster Name**
- **Adjuster Email**
- **Category** — dropdown: Cat 1, Cat 2, or Cat 3

Wave auto-fills what it can from your first chat message ([Filing an FNOL](/docs/estimates/filing-an-fnol)).

### 3. Loss Description

A free-form summary of what happened — generated from your chat description and editable inline. Appears on the cover area of the exported PDF.

### 4. Estimate Notes

Whole-estimate context that should appear on the PDF cover. Use this for deposit terms, invoice terms, scheduling caveats. See [Edit estimate-level notes](/docs/estimates/estimate-notes).

### 5. Documentation Photos

Upload zone for photos taken on-site. Photos are tagged per room, captioned automatically, and end up on the final pages of the PDF. See [Upload and tag photos](/docs/estimates/upload-photos).

### 6. Estimate Details

The priced part of the estimate. Contains:

- **Pricing based on \[Region]** — the regional rate set Wave is using (set from the address at intake)
- **Sections** — General first (always pinned), then one section per affected room
- **Line items** — within each section, individually editable
- **Totals** — at the bottom, recalculated live as line items change

For editing, see [Edit a line item manually](/docs/estimates/edit-line-item-manually) and [Edit a line item via chat](/docs/estimates/edit-line-item-via-chat).

## Breadcrumb kebab

The kebab at the top-right of the workspace (the three dots next to the customer name in the breadcrumb) opens the **estimate actions menu**. It has **four** actions, in order:

| Action | What it does | Details |
| --- | --- | --- |
| **Lock** | Toggles the estimate into a read-only state with a red "View Only" badge. Anyone with access can still unlock — it's a coordination signal. | [Lock and unlock an estimate](/docs/estimates/lock-unlock) |
| **Export** | Generates the PDF and downloads it. Stays available even when the estimate is locked. Paid plans only. | [Export to PDF](/docs/estimates/export-pdf) |
| **Duplicate** | Clones the entire estimate — chat, line items, photos, FNOL, notes. Wave navigates to All Estimates with the clone at the top (pink row). | [Duplicate an estimate](/docs/estimates/duplicate-estimate) |
| **Delete** (red) | Permanently removes the estimate. Hard-delete, no undo. Different from the reversible **Cancelled** status. | [Delete an estimate](/docs/estimates/delete-estimate) |

When the estimate is **locked**, the kebab swaps to: **Unlock** (red), **Export** (active), **Duplicate** (greyed), **Delete** (greyed). Only Unlock and Export are usable while locked.

> **Stale accessibility label.** The kebab's a11y label currently reads *"Open estimate actions menu (Lock, Export, Duplicate)"* — listing only three actions. The live menu has four (Delete was added). The a11y label is a known stale string; we track it in [Known issues](/docs/troubleshooting/general-issues).

## What's NOT in the right pane

- **Chat history** — that's the left pane
- **Status badge** — top of the workspace, separate from the breadcrumb kebab. The status badge is where you switch between Preliminary / Completed / Canceled — see [Change an estimate's status](/docs/estimates/change-status).
- **Show Codes toggle** — visible in the workspace, but not documented as a workflow surface

## Related

- [Chat-first, structure on the right](/docs/concepts/chat-first-layout) — the two-pane mental model
- [Filing an FNOL](/docs/estimates/filing-an-fnol) — the FNOL block in detail
- [Edit a line item manually](/docs/estimates/edit-line-item-manually) — Estimate Details, hands-on
- [Chat commands cheat sheet](/docs/reference/chat-commands) — left-pane reference