1. Build the project record
Create the project with client, property, loss type, carrier, claim number and adjuster details. Assign a project manager and, when needed, field technicians who only see their own assignments.
- Ten-stage status pipeline
- Internal notes kept off customer-facing output
- Full activity trail
2. Upload everything you have
Drag and drop the carrier estimate, your estimate, inspection and moisture reports, environmental and engineering reports, invoices and proposals. Originals are preserved exactly as uploaded.
- 13 document categories
- Private company-separated storage
- Uploader and date recorded
3. Document the field
Field technicians add photos with room, category, caption, date and notes from a phone on site. Gallery and list views keep the record organized for review.
- 13 photo categories
- Room-by-room organization
- Ready for future AI photo review
4. Review, then build
Compare carrier and contractor scope side by side, edit or reject anything, and include only approved findings in a supplement review package or report.
- Every finding is editable
- Nothing enters a report without approval
- Nothing is ever sent to a carrier automatically
AI-assisted comparison, photo review and the project assistant are being connected in stages. Anything not yet connected is labeled inside the app instead of showing invented results.