01
Structure insurance claims and damage scopes
- Navigate to Claims in the job file and input the insurance carrier, policy claim number, policyholder deductible, and assigned adjuster details.
- Document the date of loss and cause of damage (wind/hail storm, pipe freeze/burst, electrical fire, water backup).
- Map code-required restoration items alongside standard repair scopes.
02
Compile timestamped photo evidence and moisture logs
- Geotagged Damage Photos: Upload high-resolution photos of damaged shingles, siding, drywall, and structural framing with automated date/time stamps.
- Drone & Aerial Intel: Integrate aerial roof pitch and square measurements directly into the damage report.
- Moisture & Meter Logs: Record drying chamber readings and equipment logs for water mitigation compliance.
03
Export branded PDF adjuster packets & supplemental invoices
Generate professional adjuster packets formatted with itemized line items, photographic evidence sheets, and local municipal building code citations. When unexpected sub-surface rot or damage is discovered, issue supplemental change orders for adjuster approval.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- The claim number, policy provider, deductible, and adjuster contacts are saved.
- Timestamped damage photos and moisture readings are attached to the claim.
- A standardized adjuster evidence packet or supplemental quote has been generated.
Troubleshooting
When the workflow doesn’t look right
Adjuster disputes a supplemental change order.
Export the timestamped change order log with before-and-after photo attachments from the Claims tab.
Deductible payment needs separate tracking.
Record the homeowner deductible collection separately from carrier progress payments in the job billing ledger.
Keep going