Company

Branding

Contract templates

• Contingency Agreement (default)Active · v3.2
• Direct Pay ContractActive · v1.4
• Material Handling AddendumActive · v2.0

Financial defaults

Notifications

Choose how the team gets pinged when claims, jobs, and payments move.

• Claim # received from carrier

  Texts the rep + emails ops the moment a number is added.
• Adjuster meeting in < 24 hrs

  Reminder to rep with photo packet checklist.
• Homeowner self-scheduled (Calendly)

  Drops the booking on rep + crew calendars and confirms via SMS.
• RCV released / supplement approved

  Triggers final invoice + commission accrual.
• Daily 7am pipeline digest

  Email to office GMs · awaiting claim #, adjuster meetings, jobs starting today.