How to Get Your Estimates Reviewed

Let’s understand how you can get your estimates reviewed by your peers and managers on Accelerate,

1. Send Estimate for Review

   • Navigate to the bottom right corner of your estimate.

   • Click on the "Review" option to send the estimate for review.

2. Share Access

   • Share access with anyone who has an account with Attentive.

   • You can share access with multiple users if desired.

   • Optionally, add a customized message.

   • Click on "Share" to send the estimate for review.

3. Check Review Status

   • After sharing, the estimate will enter the review status. You can see this at the top of the estimate page.

4. Reviewer Perspective

   • The reviewer will receive an email with a request to review the estimate.

   • The email will contain the property name and deal details.

   • Upon clicking the link in the email, the estimate will open in a new tab.

5. Add and View Comments

   • The reviewer can view the estimate and add comments using the comment section on the top right corner.

   • Select a specific project or service to add and review comments.

   • Enter a message and, if necessary, attach any files.

   • Click "Set" to attach comments to the estimate.

6. Review Comments

   • Comments will be visible under "View Comments," along with details about who added them, the time, and the project/service.

   • Estimators can mark comments as resolved or delete them.

   • View all resolved or unresolved comments as needed.

   • Use the search option to find specific comments.

7. Manage Notifications

   • If you prefer not to receive notifications for review comments, go to settings and opt out of notifications.

   • Otherwise, all estimators working on the estimate will receive notifications for all comments.

8. Attach Notes and Files

   • Use the "Notes and Attachments" section to add relevant notes and files to the estimate.

   • Upload plans or any type of reference files.

   • All added notes and attachments will remain within the estimate.

9. Mark as Reviewed

   • Once the review is complete, the estimator can mark the estimate as reviewed.

   • This indicates that the estimate is complete and ready to be sent to customers.