Keep restoration project managers ahead of claim intake

Project managers in restoration lose claim details hidden in job records, causing assignment delays. Standardized claim records from active jobs ensure coordinators assign work faster.

Overview

Missing or inconsistent claim data stalls assignments and forces project managers to chase details. Turn active job entries into standardized claim records so coordinators receive complete information and assignments start without manual handoffs. The result: cleaner records, faster handoffs, and fewer manual data fixes.

Notable Features

Create claim records from active jobs
Populate standardized claim fields
Notify claims coordinators on creation