Manage claims with full data on clients, properties, and cases. Track adjustments, monitor case progress, and generate reports. Set reminders, update statuses, and communicate with clients through integrated messaging.
Manage work orders and service staff with the ability to create and update orders and estimates. Upload before and after images and collect customer signatures. Email invoices, track technician locations, and view work orders in multiple formats.
Manage tasks and communicate with team members and vendors in real time. Create and assign work orders, track inventory, and share updates across departments. Access vehicle details and schedule appointments directly from the .
Track property expenses with logging, receipt OCR conversion, and data import from Excel or CSV files. Generate PDF, TXF, or CSV summaries for accounting and taxes.
Manage properties, track leads, and streamline workflows
Manage real estate transactions with a centralized platform. Search for properties using IDX with MLS data. Track leads and manage customer relationships. Communicate via email and text. Handle transactions and collaborate with team members.