‹ Field Tools
Supplement Reconciliation CLOUD
Carrier vs. THC — scope & negotiation

Claim Information

Carrier Estimate

Upload the carrier PDF or paste the text, then Parse. Parsing reads only the numbered line items (skips claim/policy/deductible headers and trailing totals) and reads the summary page separately. Always verify the amounts.
Summary Page(s) — verify
A second summary (Building Codes / Code Upgrades / PWI) is captured as its own block and added into the Combined RCV.

THC Estimate

Same process. Lines with no carrier match are auto-flagged SUPP. R&R lines match against the carrier's split remove + install pair.
Summary Page(s) — verify

Comparison & Reconciliation

Set a status per line as you negotiate — Revised and Conceded update live and save to the cloud.

Matched Lines

Generate Documents

Opens a branded, print-ready page. Use Print → Save as PDF.

Claim Data

Claims are stored in Supabase and shared across the THC team — Travis, Zack and Marissa all see the same claims on any device.

How to use

  1. Pick a saved claim from the dropdown — or + New, then pull the customer from JobNimbus.
  2. Paste the carrier's estimate lines under Carrier, and THC's scope under THC.
  3. Open Compare — it matches lines and shows every variance.
  4. Set each line Open / Agreed / Withdrawn as you negotiate.
  5. Output prints the comparison or status letter; ☁️ Save Claim shares it with the team.