Insurance claims, drying logs, equipment, and Xactimate scope in one ops console.
This demo behaves like the CRM itself: emergency intake, job dispatch, mitigation operations, estimate writing, carrier packet assembly, and AI guardrails — without sending anything real.
Active loss map
Alert Master bedroom readings rose from 24% to 27% WME. AI recommends checking vapor barrier and adding one LGR.
Claim lifecycle
AI scope assistant
Suggested: add antimicrobial, HEPA scrubber, base trim demo, and category 3 note for adjuster.
Xactimate status
Out of sync Local changes not pushed. ESX/API actions are blocked in public demo.
Claim Pipeline
Click any claim card to open the simulated customer / insured record. “Contacts / Insured” is the contacts tab for this restoration CRM.
Operations · Drying Log
IICRC-style readings, psychrometrics, equipment billing, demo photos, tasks, schedule, photos, documents, and communications.
Goal ≤14%
At goal
Rising
Released
Daily moisture table
| Room | D1 | D3 | D6 | Status |
|---|---|---|---|---|
| Kitchen | 32% | 22% | 18% | Near goal |
| Living | 28% | 18% | 13% | Dry |
| Master | 35% | 29% | 27% | Wet ↑ |
Mitigation Estimate
Xactimate-style totals
RCV
ACV after depreciation
Deductible assumed: $1,000
Line items
| Code | Description | Qty | Xact |
|---|---|---|---|
| WTR EXTRCT | Water extraction | 1,240 SF | ✅ |
| WTR EQUIPD | LGR dehumidifier | 6 EA/dy | ✅ |
| DEM GYPBD | Demo drywall | 480 SF | ✅ |
| CUSTOM | Custom containment note | 1 LS | ⚠️ |
JOB-2026-0047 · Jane Doe
Burst supply line from kitchen island. Category 2 / Class 2 water loss. Crew on mitigation day 6 with one room trending wet.
Incident snapshot
| Job site | 1842 W Cypress St, Tampa, FL 33606 |
| Billing address | PO Box 1184, Tampa, FL 33601 |
| Adjuster | John Smith · (813) 555-0100 |
| Equipment onsite | 2 LGRs · 18 air movers · 1 HEPA |
| RCV / ACV | $14,824 / $13,490 |
| Next action | Re-check master bedroom north wall and add LGR |
Contacts / Insured
Restoration jobs are claim-centered, but the CRM contact record still holds the insured, billing party, job site, carrier, adjuster, mortgage company, and linked jobs.
Customer directory
Jane Doe
Residential water mitigation customer · active insurance claim · permission-to-work signed.
Contact details
- Emailjane.doe@example.com
- Mobile(813) 555-0147
- Alt phone(813) 555-0199
- Preferred channelSMS first, email documents
Addresses
- Job site1842 W Cypress St, Tampa, FL 33606
- BillingPO Box 1184, Tampa, FL 33601
- Property typeSingle-family · 2 story · built 1998
- Access notesLockbox on side gate; dog crated after 8 AM
Insurance / billing
- CarrierState Farm
- Claim #XX-483920-FL
- Policy #HO-7782-4410
- Deductible$1,000
- Mortgage co.Suncoast Home Lending
Active jobs
| Job | Loss | Status | Value |
|---|---|---|---|
| JOB-2026-0047 | Water Cat 2 / Class 2 | Active miti · alert | $14,824 RCV |
Add Customer Sandbox
Communications Log
| Time | Type | Note | |
|---|---|---|---|
| 2:47 PM | Inbound call | Insured reported burst supply line. | |
| 8:00 AM | Adjuster inspection confirmation. |
Calendar / Dispatch
Today
Mike + Sarah · moisture readings · pull hallway fans.
Jan 18
Adjuster inspection 10:00 AM
Jan 21
Target dry date · system will alert if not at goal.
Jobs / Work Orders
| Job | Loss | Status | Docs |
|---|---|---|---|
| JOB-0047 | Water | ACTIVE_MITI | Drying log due |
| JOB-0048 | Fire | PENDING_EST | Photos missing |
Equipment / Inventory
| Type | Serial | Location | Days | Total |
|---|---|---|---|---|
| LGR Dehumidifier | DZ-48291 | Kitchen NE | 6 | $588 |
| Air Mover | VM-09821 | Kitchen N wall | 6 | $168 |
| HEPA Scrubber | HP-3911 | Master Bed | 3 | $255 |
Invoices / Payments
Final invoice waits for signed COC and carrier approval. Payment links blocked in demo.
Automations
Drying alert
If room is above goal by day 5, notify PM and suggest equipment change.
Carrier follow-up
Estimate submitted >5 business days automatically creates adjuster follow-up task.
Reports
Response under 2h
Equipment days
Supplement recovery
Admin / Price Book
Xactimate Integration
Connection type, OAuth, ESX import/export, price list region, O&P defaults.
Templates
Water, fire, mold, biohazard, contents task templates and required documents.
Login
Public demo login is intentionally disabled.