One operating system for the entire claim — from the first notice of loss to the final dollar.
Every shop stitches together a stack of point solutions — an estimator here, a job board there, drying in another app, accounting in a fourth. The data is re‑keyed by hand, and none of it talks.
First notice of loss → final payment. One job file. One source of truth. Every carrier program’s rules enforced along the way.
One platform runs the whole claim and enforces each program’s rules — so nothing falls through the cracks between six vendors.
Intake, dispatch, drying, inspection, scope, budget, schedule, billing & collections in one job file — zero re‑keying.
Each carrier’s rules become control points with SLA clocks, required docs & pre‑approval gates the claim can’t skip.
Deterministic budgets & projections, an estimate‑compliance check, and a weekly sync that flags missed steps & cover‑ups.
Xactimate‑native, IICRC S500 drying, GPS time → job costing, warehouse ordering, program‑rated projections.
A branded ClientTrack portal with a live crew map, daily photo updates, selections & approvals.
No job enters production until budget, safety, estimate, contract & the program gate clear — or a manager logs an override.
First notice of loss to a job in production — amber marks the guarded gates the claim must clear.
Lead + Job Name, ZIP routing, program pathway, dispatch & the auto first‑day loss video.
Inspect, estimate, negotiate with client & adjuster, price, schedule, clear the gate.
Takes the job into the field and performs every task in the scope to completion.
Four field roles, one clear owner for each part of the job. The Estimator sells & scopes it — the Project Manager builds it.
Owns the job from the routed lead to the cleared production gate — then the final billing.
A separate, field‑side workflow that begins where the estimator’s ends: the job in production.
Estimator scopes & sells it · Project Manager builds it · every program rule enforced end to end.