Field reports
Reports save on this device as you type. You can close the page and pick up where you left off.
Sign in to send reports to the office
You can work offline without signing in. Reports upload once you sign in.
New claims
Tap a claim to start its 24-hour report. The claim details are already filled in.
Office documents
The office's spreadsheets. Download a fresh copy for each job.
Claim and adjuster
Who the job is for, where it is and what happened.
Ash office
Sets the address and phone on the PDFs and emails. Your phone remembers the last office you picked.
Insurer and adjuster
Saved on this device for now. Once the Appwrite backend is connected, the list can be shared by the whole team.
Claim details
Assignment
Cause and conditions
The details that decide coverage. Be specific about the source and where the damage spread.
Water
Needed when a supply line, fixture or faucet leak reaches more than one room. Take a clear photo of the meter; if you can't, record its type.
Cause of loss
Hazards
Flags
Taking the item as evidence? The insurer needs a signed Chain of Custody form. Start the Chain of Custody form. Tell the adjuster about the subrogation opportunity today.
Rooms and photos
Add each affected room with its photos and moisture readings. Normal is about 12%.
Keep people out of every photo: ask them to step out of the frame. Give each photo a short label.
Photo checklist
Sketch of the damaged area
A rough floor plan: the affected rooms, the source, and where the water went. Draw it here, or take a photo of a paper or Xactimate sketch.
Scope and review
Your conclusion and reserves. On simple jobs, fill in what the claim needs.
Conclusion recommended
Preliminary reserves
Dollars, e.g. 2500 or 2,500.00. Type N/A if it doesn't apply.
Shown beside the estimate in the homeowner's copy so they can decide whether to go ahead. It isn't added to the total.
Contents
Authorization and policyholder
Before you finish
Report ready
Tap Send and choose your mail app. The PDF is already attached, so just add who it's going to.
Adjuster and project manager
The full report, with reserves, coverage details and photos.
Homeowner
Plain-language report with the estimate and photos. Leaves out subrogation, coverage opinions and insurer deadlines.
Photos for XactAnalysis
One .zip: every photo named by number, room and label, a photo sheet, and the report PDF. Upload the photos on the claim's Photos tab and the PDFs on the Documents tab. Easiest from a computer; the office can also download it from the dashboard.
Missed something?
Add a photo, or fix the notes or the sketch. Finish it again when you’re done, and the office reviews it again.