Compare and update estimates with the AI PDF parser

Overview

The AI-powered PDF parser lets you upload an adjuster's scope document and compare it side by side against your insurance estimate. This saves time during the negotiation process by automatically identifying which line items were modified, added, or removed.

Upload and review an adjuster's PDF

1. On the insurance estimate screen, click Upload PDF and select to upload a new file or choose an existing file. 

2. The parser reads the PDF and compares it against your estimate line items. After processing completes, you can see the comparison results organized by structure. For comparison results, see Review the comparison results.

Review the comparison results

1. To see the comparison results, click Review results. 

2. The Scope of Work Comparison screen shows the following information:         

   1. Estimate Breakdown: A financial summary of the parsed PDF, including the insurance financial values (ACV, RCV, O&P, Tax, etc.) that the adjuster has calculated.

   2. Changed and unchanged tab:                

      • Changed: Click this tab to see items that didn't match between both scopes. Changed items are tagged with purple, orange and blue colors. 

      • Unchanged: Click this tab to see items that match between both scopes. Unchanged items are tagged grey. 

   3. Line items by structure: Items are grouped by structure, with color-coded indicators. Purple, orange and blue are for changed items under the changed tab, while grey is for unchanged items under the unchanged tab.                

      • Purple: Modified items. Shows the difference in pricing, depreciation, or other values between your estimate and the adjuster's version.

      • Orange: Removed items. Items that were in your estimate but the adjuster has excluded.

      • Blue: Added items. New items from the adjuster's scope that were not in your original estimate.

      • Grey: Unchanged items. Items that were the same between your original estimate and the adjuster's pdf version.

   4. PDF Preview: A side-by-side view of the adjuster's PDF so you can visually validate that the parsed values are correct.

Note: Because this is an AI-powered parsing tool, results may not be 100% accurate. Always review the parsed values against the original PDF to confirm accuracy.

Accept or revert changes

1. Review each modified, added, or removed item in the changed item.

2. For items you agree with, leave them as-is. For items you want to reject, click Revert to keep your original estimate value. 

3. Make any manual adjustments needed to ensure all line items are accurate.

4. When finished, click Save changes.

Apply changes to your estimate

When you're satisfied with the reviewed results, click Update and select how you want to reflect the changes. You have two options:

• Update Existing Estimate: Overrides the current estimate with the reviewed changes.

• Create New Estimate: Creates a new version of the estimate with the changes applied, preserving your original estimate as a version history record.

Want to learn more?

• See Set up insurance estimates

• See Create insurance estimates in ServiceTitan