A Practical Guide to AI Estimating Integrations for Restoration Teams
This page is a working checklist for connecting ai estimating software to the tools a restoration team already uses. Duplicate it, tick the boxes, and share it with your ops lead and estimator before you roll anything out.
The examples reference AI estimating software for restoration from Axiom, because its connections are documented clearly. Swap in your own tool's details if you use something else.
Scope of this page: only the connections Axiom lists publicly. If a connection is not on this page, assume it is not supported and ask the vendor directly.
1. Map your current stack
- Where do field photos live today? (camera roll, CompanyCam, Google Drive, DocuSketch, other)
- How are rooms measured? (3D scan, hand sketch, laser and typed dims, existing ESX)
- Where are notes kept? (job board, text thread, paper)
- Which estimating platform does each carrier expect? (Xactimate, Symbility)
- Who reviews estimates before submission?
2. Photo integrations for ai estimating software
Axiom accepts photos in several ways. You do not need to change your capture app to start.
- Direct upload from a computer
- Drag-and-drop into the job
- Capture in the Axiom iOS app
- Paste a CompanyCam shareable link
- Paste a Google Drive shareable link
- Paste a DocuSketch shareable link
Team decision: pick one primary route per branch so photos do not end up split across sources. If your techs already shoot every room in CompanyCam or DocuSketch, a shareable link is usually the least disruptive starting point, because nobody in the field has to change habits during the pilot.
3. Measurement and floor plan inputs
- 3D scan in the iOS app
- Existing ESX file
- 2D PDF floor plan
- Rooms typed in manually
- Photo of a hand-drawn sketch, traced into an editable floor plan
4. Job details
- Loss type entered (water, fire, mold, etc.)
- Date of loss entered (affects pricing context)
- Job type chosen: mitigation, put-back or exterior
- Crew notes attached
5. The output connection: Xactimate
This is the integration that matters most. Axiom produces a native .esx file that opens directly in Xactimate, which is Verisk's estimating platform (Xactimate on Verisk). It reprices on your own price list. "Not a PDF, not a portal," as the product restoration estimating software pricing puts it.
- Confirm estimators can open the ESX in your Xactimate setup
- Confirm the correct price list is loaded
- Check the room-by-room layout, codes and quantities on a test file
6. PDF and comparison workflows
- Test PDF to Xactimate: convert an existing Xactimate estimate PDF into an ESX (new accounts get one free conversion at the time of writing, October 2026)
- Test Compare: combine a carrier estimate and your estimate for line-by-line review
7. Review workflow
- Name a reviewer for every job
- Review and approve every room before export (drafts are never final without approval)
- Answer scope assistant questions; it asks instead of guessing when photos don't settle an item
- Record recurring questions to fix field capture habits
8. Users and access
- Invite techs, estimators and reviewers (all plans include unlimited users, no per-seat fees, at the time of writing, October 2026)
- Decide who can approve and who can only upload
- Write the approval rule into your SOP so new hires see it on day one
9. Pilot plan
- Pick five recent closed jobs across water, fire and reconstruction
- Run them through and compare drafts to what you actually billed
- List the line items added or removed in review
- Decide go / no-go with the estimator, not just the owner
Notes
Integrations are only useful if they reduce re-keying. The goal of connecting ai estimating software is simple: photos, measurements and notes go in once, and a reviewable Xactimate file comes out. Anything that forces a second round of typing is a gap worth fixing before rollout.