Capture once
Use Home Scan to create a floor plan and retain the walkthrough video. Add close-up damage photos and observations to Documents.
For insurance restoration estimators
Capture the property.
Start the estimate.
Turn a Home Scan, damage photos and site notes into a draft restoration estimate with Copilot. Capture on-site or review a homeowner’s submission remotely.
Less back-and-forth.
More time for estimating.
Bring the property layout and job documentation together so your estimator can work from the same project, wherever they are.
Review remotely
Review the plan, video, photos and notes together. Use project comments to ask questions in context and Copilot to summarize the job.
Build a draft
Ask Copilot to combine the project details and your pricing references into work items, quantities and costs for review.
Home Scan + Documents + Copilot
From the property to a draft estimate.
Give Copilot the space, the evidence and the pricing context. Keep the estimator in control of the final scope.
Scan the space.
Record the conditions.
Capture the rooms with Home Scan, or upload an existing floor plan. Keep the recorded video and add notes about the reported damage.
Photograph damage.
Add the evidence.
Add damage photos, site notes, inspection reports and available readings to Documents. Include rate sheets or past estimates as pricing references.
Let Copilot prepare
the first draft.
Ask Copilot to summarize the evidence and draft the repair scope and estimate. Review quantities, confirm assumptions and adjust the work before sharing.
Review the scope.
Check the draft against the evidence. Leave comments directly in the project to clarify measurements or reported damage. Use the reviewed scope and quantities when completing your estimate in Xactimate.
One project.
Two ways to capture it.
Keep the same review process whether your team visits the property or the homeowner supplies the initial information.
Your team on-site
Send the details back.
Keep working on-site.
A field worker captures the property and adds job documentation. The estimator reviews the shared project remotely.
- Scan rooms and retain the walkthrough video.
- Add close-ups, observations and professional readings.
- Clarify site details through project comments.
Homeowner submission
Start the assessment
before the visit.
The homeowner scans the space and shares photos and a description of what happened. Your estimator reviews the information and follows up.
- Collect a Home Scan and damage photos.
- Keep the homeowner’s description with the project.
- Ask follow-up questions through project comments.
Copilot for restoration estimating
Ask about the job.
Work toward the estimate.
Use the conversation to move from scattered information to a clear draft. Ask Copilot to summarize documents, organize the scope by room and revise work items as new details come in.
Check the source information, measurements and repair decisions before you finalize the estimate.
Copilot
“Use the kitchen scan, damage photos and site notes to draft a repair estimate. Apply our uploaded rates and flag missing information.”
A useful starting point: room-by-room work items, quantities, pricing references and questions for the estimator to review.
Your plans, evidence and estimates in one place.
Choose Professional for your project planning, documentation and estimating work.
Professional
Pro 3D editor plus AI for client work
€49.99/ month
Get Pro- Home Scan
- Floor plan uploads
- Project Documents
- AI Copilot
- Formatted estimates
- Client sharing
Product demo
Questions before you start?
Book a demo
Choose a time to see how Planner 5D turns your project details and rates into a restoration estimate draft.
- See the estimating workflow
- Discuss your documentation and pricing references
- Ask questions about the next steps
Send a demo request
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A few things to know
Can a homeowner capture the property?
Yes. A homeowner can use Home Scan on a supported device and share their project, recorded walkthrough and damage photos for remote review. Your estimator can leave comments directly in the shared project to request clarification and identify what needs an on-site inspection.
Can we discuss details directly in the project?
Yes. Use project comments to ask about a specific area of the plan and keep replies in context. An estimator can request clarification, then the field worker or homeowner can reply and add supporting photos to Documents.
What should we keep in Documents?
Keep damage photos, site notes, available readings, inspection reports and pricing references with the project. Clear room names and descriptions help the estimator understand the submission.
How does Copilot help with the estimate?
Ask Copilot to use the floor plan and supplied documentation to summarize the job, draft repair work items and apply your pricing references. Review the draft, verify quantities and confirm any missing details before sharing it.
Can we use our own prices?
Upload your rate sheets or past estimates as references. Check labor, materials, equipment, quantities and any other costs relevant to the job before finalizing the estimate.
Does a scan replace an inspection?
A scan supports remote review of the visible space. Concealed damage, moisture conditions and other findings may require professional inspection or readings. Confirm key measurements and repair requirements before committing to a final scope.
Resolve questions
right on the plan.
Add comments directly in the project to ask about a damaged area or confirm a measurement. Field workers, homeowners and estimators can reply in the same thread, with the plan as shared context.
For example: “Is the baseboard damaged along this wall? Please add a close-up to Documents.”