How Billing Works
The organization that owns a claim pays for the features used on that project. This applies to every user on the claim, whether they work for the owning organization, a partner organization in the same network, or an organization outside the network. If a claim moves to a new owner, the organization that owns it at the time of billing is the one billed.
How each feature is billed:
- Field Documentation comes with your subscription.
- Floor Plans and floor plan imports to Xactimate are pay-as-you-go, with an optional subscription. If your organization has the Scope to Estimate (Scope and Scope to Xactimate) subscription, Xactimate imports are included.
- Scope, Scope to Xactimate, and AI Description are add-ons. They’re available only when the claim owner’s plan includes them.
What each person can do also depends on their user permission: Admin, Standard, or Limited.
Feature Overview
| Feature | Plan requirement | Who can use it (by user permission) | Who is billed |
|---|---|---|---|
| Field Documentation | Subscription only |
Admin: Any claim in the organization. Full visibility and editing within the claim (add media, enter readings, create reports). Can manage users, billing and payment information, organization branding, and organization settings Standard: Same as Admin, but can’t manage users, billing, branding, or organization settings Limited: Same in-claim abilities as other user permissions, but only claims shared with them. Can't create claims |
Claim owner organization |
| Floor Plans | Pay-as-you-go, with an optional subscription |
Admin and Standard: Can create floor plans Limited: Can view floor plans but can’t create or edit them |
Claim owner organization |
| Floor plan import to Xactimate | Pay-as-you-go, with an optional subscription |
Admin: Can set up the Xactimate integration. Can start an import Standard and Limited: Can start an import |
Claim owner organization. Billed separately from Floor Plans. |
| Scope | Add-on subscription |
Admin: Can generate, view, and edit a scope Standard: Can generate, view, and edit a scope Limited: Can view a scope. Can’t generate or edit one |
Claim owner organization |
| Scope to Xactimate | Add-on subscription. Must have Scope enabled |
Admin: Can set up the Xactimate integration. Can send a scope to Xactimate Standard: Can send a scope to Xactimate Limited: Can’t send a scope to Xactimate |
Claim owner organization |
| AI Description | Add-on subscription | Admin, Standard, and Limited: Any user can use AI Description. There are no role-specific settings | Claim owner organization |
Working on Shared Projects
These scenarios apply to the add-on features Scope, Scope to Xactimate, and AI Description, which are available only when the claim owner’s plan includes them.
| Scenario | Feature available | Who is billed |
|---|---|---|
| The claim owner has the add-on, and you’re in their organization | Yes | Claim owner org |
| The claim owner has the add-on, and you’re from a partner organization | Yes | Claim owner org |
| The claim owner has the add-on, and you’re from an outside organization | Yes | Claim owner org |
| The claim owner doesn’t have the add-on, but your organization does | No | — |
| The claim owner doesn’t have the add-on, and you’re in their organization | No | — |
Missing a Feature
- Check the claim owner’s plan. Your organization’s add-ons don’t carry over to claims owned by someone else.
- Check your user permission. If you can see a feature but can’t use it, your permission (Admin, Standard, or Limited) may not include it. Ask an Admin in your organization.
Updated