Thirty-nine steps between a hail car and a paid tech. This is the board that runs them.
Every claim opens with the checklist your admin already follows: scope sheet, DTP, estimate of record, adjuster meeting, supplement, payments reconciled, payroll cleared. Four checkpoint gates keep a car from moving until the paperwork is there.
- Upload customer intake documents
- Take damage photographs & create PDF
- Create Scope Sheet
- Submit DTP authorization to insurance
- Call insurance to get initial estimate of record
- Submit estimate to insurance company
- Schedule meeting with adjuster
- Meet with adjuster
- Review and submit supplement
- Call insurance to confirm supplement was received
- Discuss final supplement and payment with adjuster
- R&I parts installed
- Receive initial payment
- Receive all supplement payments
- Reconcile all payments
- Process employee payroll
Sample claim; the parties are fictional. The tasks and the gates are the real checklist.
Payroll that cannot pay twice
Drop plus backend per rep. A car clears only when delivered and paid in full. Paid lines freeze.
Customer emails you send, not the app
Templated, with your logo and the claim's facts filled in. Nothing goes to a customer until you press send.
Call scripts for every stage
Four staged insurer scripts filled with the claim, plus click-to-call for the eight biggest carriers.
The season, on one screen.
Garage board, hail map, canvassing, payroll. The same data the claim record is built from, nothing re-typed into a spreadsheet.




Live product, demo shop. Names are fictional; the workflow is real.
Everything else the shop runs on.
