MitigateOps OverviewPortfolio dashboard · all active claims
Restoration CRM public sandbox

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.

1h 12mresponse time
Day 6drying cycle
$832daily equipment
$15.3knet due

Active loss map

Alert Master bedroom readings rose from 24% to 27% WME. AI recommends checking vapor barrier and adding one LGR.

Claim lifecycle

Emergency call + authorization signed
Equipment placed and demo logged
Estimate pending adjuster review
Supplement variance $1,270

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.

NEW
ACTIVE MITI
EST SUBMITTED
SUPPLEMENT
APPROVED
Field tech mobile workflow

Operations · Drying Log

IICRC-style readings, psychrometrics, equipment billing, demo photos, tasks, schedule, photos, documents, and communications.

Kitchen18% WME

Goal ≤14%

Living Room13% WME

At goal

Master Bed27% WME

Rising

Hallway11% WME

Released

Daily moisture table

RoomD1D3D6Status
Kitchen32%22%18%Near goal
Living28%18%13%Dry
Master35%29%27%Wet ↑
Live demo calculator

Mitigation Estimate

Dehumidifiers
Air movers
Psychrometrics
5-day equipment

Xactimate-style totals

RCV

ACV after depreciation

Deductible assumed: $1,000

Line items

CodeDescriptionQtyXact
WTR EXTRCTWater extraction1,240 SF
WTR EQUIPDLGR dehumidifier6 EA/dy
DEM GYPBDDemo drywall480 SF
CUSTOMCustom containment note1 LS⚠️
Live Incident Card

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.

InsuredJane Doe
Primary phone(813) 555-0147
Emailjane.doe@example.com
CarrierState Farm
Claim #XX-483920-FL
Policy #HO-7782-4410

Incident snapshot

Job site1842 W Cypress St, Tampa, FL 33606
Billing addressPO Box 1184, Tampa, FL 33601
AdjusterJohn Smith · (813) 555-0100
Equipment onsite2 LGRs · 18 air movers · 1 HEPA
RCV / ACV$14,824 / $13,490
Next actionRe-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

JD
Primary insured

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

JobLossStatusValue
JOB-2026-0047Water Cat 2 / Class 2Active miti · alert$14,824 RCV

Add Customer Sandbox

Communications Log

TimeTypeNote
2:47 PMInbound callInsured reported burst supply line.
8:00 AMEmailAdjuster 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

JobLossStatusDocs
JOB-0047WaterACTIVE_MITIDrying log due
JOB-0048FirePENDING_ESTPhotos missing

Equipment / Inventory

TypeSerialLocationDaysTotal
LGR DehumidifierDZ-48291Kitchen NE6$588
Air MoverVM-09821Kitchen N wall6$168
HEPA ScrubberHP-3911Master Bed3$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

86%

Equipment days

184

Supplement recovery

$42k

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.