1 — Overview
This manual outlines the complete, mapped, modular estimate‑submission procedure used by Freeney Claims.
Consultants must follow each step exactly. No promises, no coverage determinations, no repair advice.
Your job is to submit a clean, accurate, justified estimate packet.
2 — Required Estimate Submission Steps
- Verify all rooms and areas are included. No missing rooms.
- Confirm all line items are justified.
- Damage justification
- Scope justification
- Material justification
- Ensure all quantities are correct:
- Drywall square footage
- Flooring square footage
- Baseboard linear footage
- Paint quantities
- Verify material types:
- Drywall type
- Paint type
- Flooring type
- Trim type
- Verify labor requirements:
- Carpenter
- Painter
- Flooring installer
- Drywall installer
- Confirm pricing accuracy:
- Material cost
- Labor cost
- O&P (Overhead & Profit)
- Specialty trades
- Ensure photos match the estimate.
- Room photos
- Damage photos
- Material photos
- Flooring transitions
- Write a clear estimate summary:
- Scope overview
- Pricing justification
- Damage justification
- Maintain professional conduct. No promises, no coverage discussions, no repair advice.
3 — Photo Requirements
- Wide‑angle room photos
- Close‑ups of damage
- Flooring transitions
- Ceiling and wall intersections
- Material type photos
4 — Notes & Measurements
All measurements must be accurate and documented. Include:
- Room dimensions
- Ceiling height
- Material quantities
- Damage quantities
- Moisture readings (if applicable)
5 — Estimate Submission Structure
Every estimate submission must follow the Ecosystem‑G structure:
- Room → Line Items → Materials → Labor → Pricing → Summary
- Clear justification for every line item
- No vague descriptions
- No assumptions
6 — Completion
Thank the insured. Inform them the office will review the estimate and reach out within 48 hours.
Submit all photos, notes, and measurements before leaving.