Everything restoration runs on, in one operating platform.

The center hub of every job — every photo, note, email, text, form, and dollar in one structured record. Anyone with permission sees the whole job story without chasing anyone.

Carrier, policy, deductible, claim, agent, agency, public adjuster, TPA, and referral (type and contact) — native fields for insurance and carrier program work, all linked back to the CRM. No custom-field workarounds.

Every customer becomes a CRM record automatically — see every job under a contact, or set a company as the customer to kill double entry. Multiple addresses per record, pick the right one per job.

Type the loss address and it autofills from Google — with a map preview right on the job.

Loss date and time, property type, year built, reported source, customer phones and emails, billing info — the job's vital stats, captured once and used everywhere.

Put a company on the job as the customer — with multiple addresses and contacts — and every job rolls back up to that company's CRM record. Property managers, multifamily, and commercial restoration without workarounds.

Run multiple offices cleanly — each office lives in its own tenant with its data kept separate, and still rolls up across the company.

Define your own job types — water, fire, mold, reconstruction, contents and pack-outs, commercial — and tag jobs to CAT or storm events. They drive numbering, reporting, and how work is grouped.

Year + sequence + job-type abbreviation — every job carries a unique, readable number your whole team understands.

Spin a repair or mold job off an existing loss — data carries over, the number re-sequences with the new type abbreviation, and the jobs stay related.

Attach multiple contacts to a job — customer, billing, tenant, and property manager — each with their role.

Find any job by number, address, customer, or claim — the whole history a search away.

How the loss came in — captured as a reportable field so you can see where work originates.

Residential, commercial, multifamily, and more — typed on the job and available for reporting.

The structure's build year — on the job for scoping and carrier context.

When the loss occurred — a core date carriers and reports key off.

When the call came in — captured to measure response from first contact.

When the property was inspected — scheduled and stamped on the job.

The first description of what happened — the loss in the customer's words, on the record.

The carrier claim number — linked to the job and carried onto every document.

Policy number and details — tied to the carrier and the claim.

The policyholder deductible — captured up front so collections and billing are right.

Flag the customer's preferred number — calls and texts default to the line they actually answer.

Flag the customer's preferred email — job correspondence goes to the inbox they actually read.

Owns the job end to end — accountable for scope, schedule, and the customer from assignment through final invoice.

The crew lead on the loss — runs the field work, documents the job, and keeps production moving on site.

The relationship owner — point of contact for the customer and referral source, with their jobs and activity tracked to them.

Builds and revises the estimate — scopes the loss into line items and carries it through supplements and change orders.

Owns the money — works invoices, deductibles, and balances to paid, with the next collection step noted on the job.

Assign any number of supporting techs beyond the lead — everyone on the loss is on the record and notified.

The carrier on the loss — policy and claim numbers, deductible, and contacts, with every job under them linked back to the CRM.

The agency that wrote the policy — tracked as its own relationship, with the jobs and referrals that come through it.

The insurance agent on the account — contact details and history, attached to the job and to the agency.

The assigned claim adjuster — reachable from the job, with their estimates and correspondence kept in one place.

Public adjusters representing the policyholder — tracked as a party on the job so nothing routes to the wrong desk.

Third-party administrators managing carrier programs — captured natively on the job, so program work runs without custom-field workarounds.

The company that sent you the job — tracked as a relationship so revenue attribution and referral fees roll up by source.

Categorize how the job came in — insurance, agent, plumber, prior customer, marketing — so referral reporting rolls up by source type.

The specific person who referred the work — credited on the job so the right relationship gets the thank-you and the fee.

Pin external web links to the job — carrier portals, program sites, shared drives — one click from the job to the systems you also run.

Add any number of extra contacts to the job and set each one’s relationship — customer, tenant, property manager, and more — so every party on the loss is on the record.

Owner and occupant tracked separately on the job — who owns the property and who lives or works in it.

Build your own status pipeline — names, color coding, order, multiple paid and lost types. Every change is logged: who moved it, when, from what to what.

A full audit trail of every status change — who moved the job, when, and from which status to which — kept for the life of the job.

Give every status its own color — the boards and lists read at a glance, your color system, not ours.

Live cycle times per status measured against your KPI day targets — jobs flag themselves the moment they sit too long.

Set day-count KPI targets per status — the standard every job is measured against, and the line it flags for crossing.

When a job goes lost, capture why with your own customizable lost reasons — then report on them. Know exactly where work slips away.

Traffic lights on the boards for referral, authorization, 24-hour report, scope, sketch, and service endorsement — plus a live count of equipment still on site.

A user- and date-stamped "next step" for the office — held on the job and surfaced on the boards like a sticky note.

The same sticky-note idea for the field — the crew's next move, visible on the job and the boards.

Set your own default sorts, columns, and freeze panes on the job list — and My Jobs shows each user only what’s theirs.

A timeline stamping key dates and status changes — the job tells its own history.

The system writes its own notes when key things happen on the job — automatic documentation nobody had to remember.

Job-level and company-level tasks and work orders with assignees, start dates, due dates, subjects, and instructions — ownership is explicit on every expectation.

Task statuses — not started, in progress, deferred, done — so the state of every task is explicit at a glance.

Set percent-complete on any task and watch it roll up — see how far along production really is, not just done or not.

Dictate task progress from the field — talk-to-text updates that actually get logged, no typing on site.

Every user's own task list with past-due flags and notifications — and leadership can see everyone's. Nothing quietly expires.

Standard task sets that kick off when a job hits a status — your process runs the same way on every job, automatically.

The master resource schedule across the whole company — employees, subs, vehicles, and specialty equipment on one board.

Every scheduled item for a single job in one place — see the full production timeline for that loss without leaving it.

Each tech's own agenda — their day, week, and assignments, on web and in the field app.

Schedule trucks and trailers as resources — see what's committed where, so two crews never get sent for one rig.

Schedule dehus, air movers, and specialty equipment as resources — know what is committed, deployed, and free.

Put subs on the schedule alongside your own crews — assignments and availability tracked the same way.

Schedule sales calls and visits against companies and contacts — business-development activity lives on the calendar too.

Build and adjust the schedule by dragging items across resources and days — reassign and reschedule in one motion.

Day, week, or month, by resource or by job — set the view that fits the moment, and it saves.

Color-code schedule items by status so the board reads at a glance — and set your own resource order.

Filter the schedule to specific resources, offices, or statuses — and your filtered view persists.

Every schedule record ties to its job, company, contact, employee, and task — open any of them and see the schedule from that angle.

The system warns you the moment a resource is already booked — catch conflicts before the crew does.

Schedule changes notify the assigned person automatically — on web and mobile, the moment plans move.

Automatic reminders ahead of scheduled work — the crew gets a heads-up before they're due on site.

The running narrative of the job, with voice-to-text dictation — documentation that actually gets written.

Tag a teammate on any note and they're notified and taken straight to it — coordination stays on the job, not in group texts.

New tasks, job assignments, schedule changes, and note tags notify the right person automatically — on web and mobile.

Outlook- and Gmail-connected — every email sent from the job is tracked to it, and replies thread back in. Set templates are wired to system actions (send an invoice, a payment link, a report), plus unlimited custom templates.

Set email templates wired to system actions — send an invoice, a payment link, a report — plus unlimited custom templates of your own.

Wire templates to fire on system actions and status changes — the right email goes out automatically when the job hits the moment.

The customer sees one company number no matter who responds — your team jumps into the thread with full context. SMS links to jobs, companies, and contacts, with a quick hover panel anywhere in the system and a full SMS center.

Inbound and outbound calls assigned to employees, with forwarding across multiple numbers — first to answer takes it. Every call logged to its job, company, and contact.

Record inbound and outbound calls with an optional recording warning — play back or download any call as a defensible record.

Automatic transcripts of recorded calls — search and read the conversation without replaying it.

Reusable text templates — the same consistency your emails already have.

Share a live job link with customers, subs, adjusters, or agents — they see exactly what you've marked public, nothing more.

Central storage for anything job-related — and when you email from the job, attach any mix of documents and reports as one package.

Build unlimited forms in the system with rich formatting — they auto-populate from job data and support signatures, initials, sender signature, and company signature.

Share any document or report in a couple of taps — attach to an email from the job or send a link, without leaving the record.

Forms fill themselves from the job record — parties, addresses, claim, and policy populate so the field crew isn't retyping what the system already knows.

Capture legally binding e-signatures on any form or document — on the web or out in the field.

Signed forms drop straight into the job's documents — no saving, scanning, or filing by hand.

The signer gets their executed copy automatically the moment they sign — proof in their inbox with no follow-up step.

Email a form or document for signature — the customer signs from any device and the executed copy returns to the job on its own.

Open a form on a phone or iPad and capture the signature on the spot — work authorizations signed at the loss, no printer required.

Organize by room or album, sort and filter, generate, and send — picture reports built the way you want them shown.

The full job summary — parties, status, key dates, and details — in one clean, sendable PDF.

Atmospheric readings and drying progress by day — the moisture documentation carriers ask for.

Every note on the job in one chronological export — the written record, sendable.

What equipment is on the job, where, and for how long — placement and pull times in a single report.

All parties tied to the job — customer, carrier, agent, adjuster, referral, and subs — in one contact sheet.

Tasks and work orders with assignees, due dates, and progress — accountability on paper.

Labor hours by employee and job — clock-ins, shop time, and totals ready for payroll and job costing.

The first-day report carriers expect — generated from what the system already knows.