Your Entire Operation — Field and Office — In Sync

Coordinate your dispatchers, technicians, estimators, adjusters, and homeowners through a unified ecosystem.

Contact Management

The Contacts module serves as your centralized stakeholder database, specifically tuned for the complex relationship web of the restoration industry. It goes beyond a standard address book by categorizing entities such as insurance carriers, public adjusters, and desk or field adjusters. By tagging contacts with their specific roles and keeping their contact information, notes, and history readily available, the module ensures your team can instantly access the right person when a claim needs urgent attention. Essentially, it turns a scattered list of industry partners into a streamlined, high-value asset, enabling faster communication, smoother insurance coordination, and more accurate financial syncing across every project.

Business Outcome

Maintain a persistent CRM of all industry contacts.

Crew Management

The Teams module is the engine of your field operations. It allows you to organize your workforce into distinct, manageable units, assigning them specific projects and tracking their capacity in real-time. By defining these teams, you ensure that scheduling and project management are accurate, as work is automatically linked to the right group of personnel. The module provides a clear view of which team is handling which loss, facilitating better communication, smarter resource allocation, and optimized daily routes. It’s about operational efficiency: instead of assigning tasks to individuals, you assign them to teams, ensuring cohesive work units are always aligned with the project's requirements. This structured approach helps dispatchers quickly identify available teams, balance the workload across your company, and ensure that every service call is handled by the appropriate crew, ultimately leading to faster project completion and higher field productivity.

Business Outcome

Deploy your labor force efficiently across active jobsites.

Team Management

The Team Management module is your administrative command center for internal oversight and security. It empowers company admins to manage personnel access, assign business roles, and configure specific permissions across the entire application. This module ensures that your data remains secure by enforcing role-based access control (RBAC), allowing you to define exactly what each team member—from technicians and schedulers to sales reps and AR managers—can view or modify within modules like Projects, Receivables, or Config. By providing a clear audit of user roles and custom permission overrides, it eliminates ambiguity about responsibilities. It turns complex access management into a structured, visible process, ensuring your staff has the precise tools they need to be productive while maintaining stringent data integrity and governance across your organization.

Business Outcome

Control access while keeping everyone informed on real-time progress.

Your Entire Operation — Field and Office — In Sync

Contact Management

Business Outcome

Crew Management

Business Outcome

Team Management

Business Outcome

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