Product features
Automation, documents, communication, and billing — built around insurance restoration workflows, not generic contractor sales pipelines.
Custom stages mirror how your office actually handles restoration work. When a document is signed, a payment lands, or a status changes, the next step can run automatically.
Send contracts, estimates, and representation letters for signature. Signed files save back to the claim and can kick off the next workflow step.
Send reminders, updates, and approvals by SMS or email — all logged under the customer and project.
Create professional invoices, accept online payments, and see what is paid — without spreadsheets beside your CRM.
