Wave in Your Workflow
Put Wave to work in your workflow
Pick the way of working that fits your day, from a same-visit quote to a daily-updated claim, whether you build estimates, review them or run the job.
Wave fits the way you already work. Start an estimate at the first visit, keep it current as the job moves, and send the right document to the right person: a customer, a property manager, an adjuster or your own team. Whether you build estimates, review them or run the job, you can pick the flow below that matches your day.
Pick your starting point
- You want to give a customer a number at the first visit. See Quote self-pay customers on the spot.
- You want to get an early figure to an adjuster and keep it current. See Send a preliminary estimate to the adjuster.
- You visit new clients and need to leave a quote. See Quote on site as a sales or marketing rep.
- A property manager or business needs a number right away. See Get a commercial estimate fast.
- Someone starts the estimate on site and a teammate finishes it at the desk. See Field draft to desk review.
- You are an adjuster, or you review estimates for a carrier or TPA. See Review and produce estimates as an adjuster.
- You want to describe a site walk out loud and let Wave do the typing. See Turn a site walk into an estimate.
Run the job and the company
- You want the office and the field working from the same jobs. See Run your company together in Wave.
- You want everyone to see where each job stands. See Track every job with job statuses.
- You want to schedule your team and book visits. See Schedule your team with Timeline.
- You want the team's day and the estimate to stay in step. See Keep the team and the estimate in step each day.
What the flows have in common
These flows use the same few building blocks, so what you learn in one carries over to the others.
- Tell Wave what you see. Type it, say it, or add photos, in the job's chat or the Home box. See Make your first estimate.
- Review the estimate. The Estimates tab builds live, and you can adjust it in chat or by hand.
- Choose the right document. A branded PDF, a customer-friendly share link or a collaborator link for an adjuster. See Export reports.
- Keep the job current. Notes, photos, schedule and readings all live on the job, so the whole team sees the same picture. See Inside a job.
Who these flows are for
Restoration contractors and adjusters use these flows to move from the first visit to a finished document, whether they work on site, at the desk or both. Sales and marketing reps use them to leave a quote on site. Adjusters, carriers and TPAs use the share and review flows to read an estimate, ask questions on the exact line and follow changes. Adjusters create an account the same way as any company and get their own plan and estimate credits, to build and compare estimates. See Review and produce estimates as an adjuster. You can mix these flows on one job.
Tip
Start with the flow closest to today's job, then borrow steps from the others. A quote you sent as a Client summary can become a full estimate for an adjuster later, because it is the same estimate on the same job.