Parsing carrier estimates

A carrier estimate is a scope you did not write, in a layout you did not choose.
The parser's job is to lift the line items, the quantities and the adjuster's
remarks out of it so you can price the job your way.

Uploading

Parser → Upload accepts the PDF as it arrived — no need to strip headers,
stamps or page numbers. Two things worth knowing:

• Multi-page scopes are normal. The parser walks every page and keeps the
  order the document used.
• The file's own metadata is preserved so a document that matters later can
  still be identified.

After the totals page

Clavoz reads every page, including after the totals page. A carrier's layout
often prints its summary in the middle of the document and carries on afterwards
— another coverage, a supplement, a whole second estimate appended behind the
first. Those pages are read like any other page, and the parser says what it
found rather than leaving you to notice:

• when money is printed behind the totals page, a red banner at the top of the
  parser names the amount, the pages it is on and whether the total the carrier
  printed already includes it, with Show me to see those pages themselves
  out of the file you uploaded;
• those lines are filed in your quote under After the totals page, so they
  are easy to find and easy to price;
• when the printed total and the lines we read differ, the numbers-match card
  says by how much and, when it can, which page the difference comes from;
• when nothing is printed after the totals page, a green line says how many
  pages were checked. It never goes quiet.

Reading the review screen

Every parsed line arrives in staged state. Nothing is written to a quote
until you apply it, and the review screen flags the two things that most often
need a human:

Why the flags are amber and not red: they are not errors, they are the
parser saying "I lifted this, and I would not sign my name to this part."
Amber chips disappear as you deal with them — nothing is hidden in a log.

The adjuster's notes

Everything the adjuster wrote after the line items is kept separately as
Adjuster Notes & Scope Remarks, and printed on the exported PDF only when you
leave that toggle on. The same applies to per-line notes: they are attached to
the line they came from, not merged into the description.

Keeping the estimate with the job

When you turn a parsed estimate into a quote, the document itself comes with it.
The quote keeps a copy of the carrier's PDF, and View quote at the top of the
quote opens it — in a tab of its own on a computer, and as a page-at-a-time
picture panel on a phone, where the quote stays visible behind it. The same
button appears on this page once a file has been read, and on the adjuster's
reply page for the original and any revised estimate. A claim runs for months and
the document is part of the job, so it stays with the quote until you delete the
quote, when it goes with it. If it is ever missing — a quote imported before this
existed, or one whose upload has been cleared out — the button says so and offers
Upload it, and the file you attach is kept the same way.

Applying a parse creates a draft quote with your own markup applied from the
Global Gross Margin Controller. From there it is an ordinary quote — including
the parts the carrier did not write, which is usually where the margin is:

• Gross Margin & Contingency
• Multi-Tier Pricing