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.
Want one of these in depth? See how the claims pipeline works — the stages you write yourself, what runs on entry and exit, who is allowed to move a claim on, and the dated history of every step. Or read how claim documents are filed and who can open them — the 34 folders every claim starts with, per-folder permissions, and sending a packet as one PDF. Or read how the money on a claim is invoiced and tracked — the estimate figures the system records, an invoice type for every component of the claim, one carrier check applied across several invoices, and profit measured per trade. Or read how inspections and meetings are scheduled — appointments booked onto your own Google calendars from inside the claim, the project team invited once, event templates, and a calendar page per project. Or read how the KPI reports count contracts, approvals and costs — the Master Report with its date rule on every line, sales reports that agree on the contract count, money reports, payables, and per-report access. Or read how the automations and tasks work — the five things a stage can do on entry, on exit and while a claim sits still, who the automatic task lands on, the rules that stop a claim moving with work still open, and what the automation deliberately does not do. Or read how user roles and permissions are set — the three access levels, the 367 individual screen permissions on each person’s record, folders and stages granted by level, how job roles differ from access levels, and what a seat costs.
Running a public adjusting firm rather than a contracting one? See which of these a public adjuster actually uses — licences tracked per state to their expiry date, the five-document letter of representation packet, the signing rules that ride on the contract, and the fee percentage the claim will not let you exceed. A roofing contractor on insurance work? See the parts a roofing company uses — storms recorded once with hail size and the ZIP codes hit, roofing, siding and gutters contracted at their own amounts, the contract and completion paperwork, and installer accounts with their insurance dates.
