Questions
Frequently asked.
Everything a new customer usually wants to know before the first upload.
Conversion & formats
What documents can I upload?
Insurance carrier scope PDFs. Xactimate scopes are fully supported. Some Symbility scopes work too (Erie is validated; other carriers are best-effort). If we can’t read a document yet, you’ll get a clear heads-up and a way to email us — never a made-up result.
What do I get back?
Three files in one download: a line-item spreadsheet (.csv + .xlsx), a branded estimate PDF, and a grouped material list (.xlsx).
What happens if the converter can’t read a document?
Right now, if our converter can’t read a document, you’ll get a clear message and can email us — we read it back and tell you whether we can support it. (An advanced conversion option for tougher documents is coming after beta; you’ll always approve any charge before it’s applied, and any document sent to a processing provider would be used solely to extract the data, never stored or reused.) Documents our in-house converter handles are included in your plan, and extremely large documents are capped to keep things fast and predictable.
Accuracy & editing
How accurate is it?
Every line is re-checked: quantity × unit price is verified against the line total, and the line totals are reconciled against the document’s stated grand total. Anything uncertain is flagged for review — never hidden. You see and can edit everything before you download.
Can I fix mistakes before downloading?
Yes. After converting, you get an editable table. Change any cell, add or delete lines, and the flags and totals re-check live as you edit. Download when it looks right.
Data & privacy
Is my data safe? Do you store my PDFs?
No. Your document is processed in memory to produce your outputs and is never written to a database or storage. When a document needs an advanced conversion, it’s sent to a secure processing provider solely to extract the data — never stored or reused.
Billing & plans
How does billing work?
Flat monthly plans, each with a set number of included conversions, billed in advance and cancellable anytime. Need more than Business or multiple seats? Talk to us about Enterprise.
Still have questions?
We’re happy to help before your first upload.
