Track every claim, import the adjuster's ESX, file supplements before deadlines, and keep a timestamped record the carrier cannot argue with. Built for roofing and restoration.
30 days free. No card. Insurance features on Pro and up.
The profit is real. So is the paperwork that eats it.
Every insurance job means claim numbers, policy numbers, adjuster contacts, deductibles, ACV, RCV, depreciation deadlines, mortgage endorsements, and supplement filings. Miss one deadline and that money is gone.
The adjuster sends an ESX or a PDF. You print it, highlight line items by hand, and compare it to your own scope. When you file a supplement, you re-key numbers you already have.
You found rotted decking under the shingles and told the adjuster. Did you file the supplement? Did the carrier respond? What was the deadline? Across 20 open jobs, the honest answer is often that you do not know.
When a carrier disputes your work or a homeowner files a complaint, you need timestamped proof of scope, photos, messages, payments, and supplements. Right now that proof is scattered across email, texts, and a filing cabinet.
Six phases that build on each other. Start on any plan, unlock the deeper steps as your insurance volume grows.
One toggle on the job page. SecureCrews adds the full insurance workflow to that job: claim metadata, document slots, supplement tracking, and deadline monitoring. Non-insurance jobs stay clean.
Everything about the claim in one place. Carrier, policy, adjuster, deductible status, ACV and RCV, depreciation recovery deadline, and mortgage endorsement tracking. Depreciation is computed for you. Alerts fire at 90, 60, and 30 days before your recovery deadline.
Upload the ESX file from Xactimate or Symbility. SecureCrews parses it: line items, amounts, trade categories, room by room. No re-keying from a printout. The parsed data sits on the job page, ready to compare against your scope.
Found work the adjuster missed? Create a supplement from the job page. Add line items by trade, set a filing deadline, and track the carrier's response. Alerts fire at 7, 3, and 1 day before every deadline, and overdue supplements turn red.
One click builds a PDF that documents the whole claim. Metadata, adjuster estimate summary, every supplement with line items and carrier decisions, milestone photos with timestamps, payment history, and a full timeline. Encrypted, timestamped, and formatted for legal proceedings.
Skip the can-I-see-your-policy phone call. Canopy Connect verifies the homeowner's coverage in seconds: carrier, policy limits, deductible, coverage types. It auto-populates the claim so you start with verified data instead of guesses.
Two clocks run on every claim. SecureCrews counts them down and tells you before either runs out.
So you claim recoverable depreciation before it expires.
Overdue supplements are flagged red on the board.
The record you build to win a dispute is the same record you have to keep safe. Both happen by default.
All plans can flag jobs as insurance claims. Pro adds claim metadata: carrier, adjuster, financials, deadlines. Business adds ESX import, supplement tracking, and paper trail PDFs. Enterprise adds Canopy Connect policy verification.
Upload the .ESX file from the adjuster. SecureCrews parses it: line items, amounts, trade categories. The parsed data is stored on the job page, encrypted at rest. No manual data entry.
Yes. Each claim can carry unlimited supplements, and each supplement can hold optional per-trade line items with individual carrier approval tracking.
Set your depreciation recovery deadline on the claim and alerts fire at 90, 60, and 30 days out. For supplements, alerts fire at 7, 3, and 1 day before the filing deadline, plus overdue notifications.
Yes. Insurance documents are encrypted at rest with per-tenant KMS keys (AES-256). Claim metadata is protected by row-level security in the database, and every access is logged to an immutable audit trail.
No. SecureCrews uses flat monthly pricing with no per-transaction fees. File as many claims and supplements as you need.
Yes. Owners and office admins have full access to insurance features. Field crew can view claims read-only but cannot change them.
SecureCrews has free import tools for Jobber, Housecall Pro, JobNimbus, FieldPulse, and generic spreadsheets. Your jobs come over with the insurance claim flag intact.
Start your 30-day trial, flag your first job as insurance, and see the whole claim on one page.
No card. Unlimited claims. Cancel any time.