Insurance claim workflow
Mark a job as an insurance claim and track carrier, policy, deductible, and category. Import the adjuster's ESX estimate, manage supplements and their line items, and parse carrier responses, all from the job page.
Insurance claim workflows with ESX import and supplements, 24/7 emergency dispatch, moisture and drying-log documentation, and a tamper-proof paper trail, built for how water and mold restoration companies actually run.
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The gaps that quietly cost you hours, margin, and the occasional customer.
Adjuster ESX files, supplements, deductibles, carrier emails: every mitigation job comes with a stack of paperwork. You spend more time chasing the claim than running the equipment, and a missed supplement deadline is money you never get back.
A pipe bursts overnight and the homeowner needs a crew now. You take the call half-asleep, scribble the address on whatever's nearby, and hope you remember the category and the rooms affected by morning.
Moisture readings, affected materials, equipment placement, daily progress: the carrier wants all of it, and it's spread across three crew members' phones and a damp notebook in the truck. Pulling it together for the claim is a nightmare.
The adjuster questions whether the work was warranted, or the homeowner disputes the scope. Without timestamped photos, moisture readings, and a documented timeline, you can't defend the claim or the bill.
Mark a job as an insurance claim and track carrier, policy, deductible, and category. Import the adjuster's ESX estimate, manage supplements and their line items, and parse carrier responses, all from the job page.
Every photo, moisture reading, signed document, supplement, and carrier communication assembles into one comprehensive paper-trail PDF. When the carrier asks for documentation, it's one click instead of a week of hunting.
Log an emergency call the moment it comes in, capture the category and class and affected rooms, and assign a crew to the dispatch board. The job is on the record from the first phone call, not from memory the next morning.
Record moisture readings, affected materials, and equipment placement against the job, with timestamped photos at each visit. The drying progress is documented day by day, exactly the way the carrier needs to see it.
Every reading, photo, GPS clock-in, signed document, and payment lives in a tamper-proof timeline. When the carrier or the homeowner pushes back, one click generates a court-ready PDF of the whole job.
Capture timestamped, GPS-tagged photos at every stage: initial loss, mitigation, equipment setup, and final dry. The condition and the work are documented throughout, not just at the start and the end.
Take the adjuster's ESX file, retype the line items into your own estimate, and track supplements on a spreadsheet. Miss a supplement deadline and lose the money.
Import the ESX estimate straight into the claim, manage supplements and their line items in the workflow, and track the deductible and carrier responses on the job page. Nothing falls through.
A 2 AM emergency call comes in. You write the address on a sticky note and try to reconstruct the category and affected rooms in the morning.
Log the emergency call when it lands, capture category, class, and rooms, and drop the job on the dispatch board. The record starts at the first call, and the crew has what it needs.
The carrier questions the scope. Your moisture readings and photos are spread across three phones and a notebook. You spend a week assembling a response.
Readings, photos, and the drying log are all on the job. The paper-trail PDF pulls everything into one document the carrier can review. One click instead of a week.
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