---
canonical_url: "https://buildwithwave.com/docs/workflows/field-to-desk-review"
title: "Field draft to desk review"
description: "Start the estimate on site and let a teammate finish it at the desk, with a review pass before anything goes out."
group: "workflows"
lane: "how-to"
status: "published"
publishedAt: 2026-10-09
updatedAt: 2026-10-09
sidebarOrder: 80
tags: ["workflow"]
relatedSlugs:
  - "account/roles"
  - "collaboration/internal-notes"
  - "account/slack-notifications"
  - "workflows/run-your-team-in-wave"
  - "collaboration/history"
  - "workflows/put-wave-to-work"
sidebarLabel: "Field to desk"
---

Use your team's strengths. The person on site starts the estimate while the details are fresh, and a teammate at the desk finishes it with a careful review pass. Both work on the same job, so nothing needs to be re-typed or forwarded.

## How it works with Wave

1. **Start the draft in the field.** In the job's chat, the person on site describes the loss, adds photos and answers Wave's questions, speaking instead of typing if they like. See [Make your first estimate](/docs/estimates/start-an-estimate) and [Use voice input](/docs/estimates/voice-input).
2. **Fill in the details.** They add contacts and claim details on the **Overview** tab, log what they saw in a Job note, and record readings if there is a drying log. See [Job details, contacts and team](/docs/jobs/job-details-and-contacts) and [Record drying readings](/docs/drying/record-readings).
3. **Hand it to the desk.** Use **Assign** on the Overview to put the reviewer on the job. The job then shows up first on their Jobs board under **Assigned to me**. Add a Job note that says what is done and what needs a look. Your chat with Wave stays with you, so a short note is the best hand-off. Move the job to the status your team uses for the next step. See [The Jobs board](/docs/jobs/jobs-board) and [Track every job with job statuses](/docs/workflows/track-jobs-with-statuses).
4. **The reviewer reads the whole picture.** On a computer, they read the Notes tab, look at the photos on the Files tab, and open the Estimates tab. See [Inside a job](/docs/jobs/job-workspace).
5. **Review for accuracy.** The reviewer can:
   - Ask Wave about the photos, for example "Is this enough equipment for this room?" or "Anything in this photo I forgot to scope?" See [Ask Wave about photos](/docs/estimates/photos-in-chat).
   - Open [Estimate history](/docs/collaboration/history) to see who changed what, with the total before and after.
   - Check the **Billing checks** drawer if your company has uploaded carrier guidelines, and mark each finding **Handled** or **Doesn't apply**. See [Billing checks](/docs/estimates/review-guideline-findings).
   - Edit lines in chat or by hand, and add a line note where a line needs an explanation. See [Edit a line item via chat](/docs/estimates/edit-line-item-via-chat) and [Add a note to a line item](/docs/estimates/add-note-to-line-item).
6. **Keep the field version if you want it.** On a paid plan, duplicate the estimate before the review pass to keep a copy of the original draft. See [Duplicate an estimate](/docs/estimates/duplicate-estimate).
7. **Lock and send.** When the estimate is accurate, lock it and export or share it. See [Lock and unlock an estimate](/docs/estimates/lock-unlock) and [Export reports](/docs/estimates/export-pdf).

## Tip

Agree on a simple team habit, such as a one-line Job note that says what is done and names the rooms still open. It takes a moment on site and saves the desk a round of questions.

## Related

- [User roles](/docs/account/roles)
- [Job notes](/docs/collaboration/internal-notes)
- [Slack notifications](/docs/account/slack-notifications)
- [Run your company together in Wave](/docs/workflows/run-your-team-in-wave)
- [Estimate history](/docs/collaboration/history)
- [Put Wave to work in your workflow](/docs/workflows/put-wave-to-work)