Guided property walk
Use mobile-friendly prompts to capture quantities, notes, photos, loss details, and service-specific observations.
Coming soon for Referral Exchange members
Integrated Estimator
Turn an onsite inspection into
a warmer handoff.
A field-first estimating workflow designed to move qualified referrals forward faster.
Give field dispatchers a guided way to walk the property, capture the initial scope, prepare a preliminary estimate, and organize the close package while they are onsite.
Designed for the handoff
What members
will be able to do.
Give field dispatchers a guided way to walk the property, capture the initial scope, prepare a preliminary estimate, and organize the close package while they are onsite.
Consistent scope templates
Start with approved, best-practice scope structures so important field details are less likely to be missed.
Preliminary estimate
Connect an early estimate value to the referral and prepare the work-authorization and initial-deposit request.
Ready-to-work handoff
Deliver the organized field record to the selected restoration member with fewer delays and less re-entry.
The planned workflow
A clear path from
connection to action.
Preliminary estimates do not replace the restoration provider’s final scope, itemized estimate, professional judgment, insurance coverage determination, contract terms, or final invoice. Authorization and deposits remain subject to customer approval and the configured payment process.
Open the referral
Start from the selected customer, property, loss details, and scheduled inspection.
Walk and document
Capture the initial field scope with guided prompts and standardized templates.
Prepare the close package
Build the preliminary estimate, work authorization, and initial-deposit request.
Make the warm handoff
Share an actionable record with the selected restoration member so the next step is clear.
Coming soon
The next capability is
already taking shape.
Estimator access is not available yet. We’ll share launch details when the service is ready.