Real-Time Financial Visibility for Your Entire Operation

If you don't track your numbers, you don't scale. Stop relying on spreadsheets and get absolute clarity on your mitigation cash flow.

Dashboards

This module serves as the command center for your business, providing a high-level, real-time snapshot of your company's operational health and financial standing. It is built to prioritize "visibility without the noise," allowing you to see exactly what’s happening in the field and the back office at a glance. The Dashboard aggregates data from across your projects, claims, receivables, payables, and schedules into five primary intelligence layers and uses asynchronous data fetching, so the page remains highly responsive even when processing large amounts of project or invoice historical data. 1. High-Level KPI Indicators (The "At-a-Glance" Bar) 2. Financial Intelligence: The Dashboard goes beyond simple counts to provide financial insights. - Monthly Financial Snapshot. - Claims Financial Metrics. 3. Operational Lists (Field Management) - Recent Projects List. - Upcoming Schedule. 4. Activity & Presence - Recent Activity: An audit-style feed of recent changes in the app. - My Notifications: A targeted notification center.

Business Outcome

Make data-driven operational decisions based on live metrics.

Receivables

This is the financial heart of the platform, built for restoration companies that need to balance complex, multi-payor billing (customers + insurance) with granular payment reconciliation. * Overview dashboard. This isn't just a list; it’s an analytical tool that calculates total billed amounts, total approved payments, and, most importantly, the balance outstanding across your entire business. * Search & Filter Engine. * Action-Oriented Workflow. * Print/Download: Generate a clean PDF of the invoice for immediate delivery. * Invoice Package Assembly: A flagship feature that allows you to bundle an invoice with its associated dry logs, photo reports, and contracts into a single professional PDF packet for adjusters. * QBO Sync: A dedicated sync button handles the push to QuickBooks Online. * Integrated email functionality allows you to send invoices directly from the system. Why this matters for your business: * Reduced Revenue Leakage: By providing a clear "Total to be collected" column, the module puts a spotlight on every single penny that is sitting in limbo. Your team no longer has to wonder "how much is outstanding?" * Adjuster-Ready Packaging: The "Invoice Package" capability is designed specifically for the restoration industry. Adjusters often deny invoices because they lack context; bundling an invoice with proof-of-work (logs, photos) drastically increases approval rates and decreases payment cycle times.

Business Outcome

Identify exactly which claims are past due and require escalation.

Payables

The Payables module is designed to provide comprehensive control over your company's expenditures, specifically tailored for the high-volume operational needs of restoration businesses. At its core, the module allows you to log and categorize bills—whether they are for equipment rentals, subcontractor labor, materials, or disposal fees—and associate them directly with specific projects. This ensures that every dollar spent is traceable back to a job, providing the project-level profitability data necessary to make informed operational decisions. * The system maintains a bill lifecycle from "Pending" to "Approved" and finally "Paid," preventing duplicate payments and ensuring bills are processed on schedule. * QuickBooks Integration. * Operational Clarity. In essence, the Payables module removes the chaos from vendor billing, transforming it into an orderly, transparent workflow that keeps your field operations funded and your accounting accurate.

Business Outcome

Calculate true job profitability by tracking exact outbound costs.

Real-Time Financial Visibility for Your Entire Operation

Dashboards

Business Outcome

Receivables

Business Outcome

Payables

Business Outcome

Explore Other Capabilities

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