Invoice matching
Require an invoice number that matches an issued invoice in the relevant business.
OperationsAvailable
Give a claim a traceable starting point.
Collect a customer’s damage report against a matching issued invoice. Keep item details, evidence, and the submission acknowledgement available for authorized review.
Claims & damage recordsUseful details.
Useful details.
A clearer way to work.
Itemized claims
Capture item descriptions, damage details, original cost, acquisition information, and supported evidence.
Reviewable submission
Retain the customer’s acknowledgement and submission details for the claims team.
THE WORKFLOW
Know what happens next.
A good workflow makes the inputs, decisions, and next action easy to follow.
- The customer enters a matching invoice number.
- They describe the claimed items and add evidence.
- Authorized staff review the submission and record the next action.
Current availability
AvailableClaim submission does not determine liability or approve payment. Resolution remains a business decision under the applicable terms and requirements.
Confirm the scope, setup, and required integrations for your business in a product walkthrough.
CONNECTED TO THE REST OF THE MOVE
Keep exploring.
Available
SalesEstimates & quoting
Work through move information, inventory, materials, packing labor, storage, and the final quote in a six-step estimate. Keep the customer version connected to the saved job.
Explore featureAvailable
OperationsDispatch & scheduling
Keep booked jobs, arrival windows, crews, trucks, and resource availability in one operational view. Scheduling starts from the saved estimate instead of a second set of notes.
Explore featureAvailable
OperationsCrew management
Keep employee records, crew assignments, time off, and recorded job time close to the schedule. Give the office a consistent way to coordinate the field.
Explore featureIs this feature available now?+
Claim submission does not determine liability or approve payment. Resolution remains a business decision under the applicable terms and requirements.
How does it fit my business?+
Bring your current workflow and must-have requirements to a walkthrough. We will review the supported records, roles, connections, and setup before agreeing an implementation scope.
YOUR NEXT CHAPTER STARTS WITH A CONVERSATIONA better view of the business.
A better view of the business.
A clearer next move.
Show us how your team works. We’ll walk through the workflows, connections, and setup that matter to your operation.
No card required to request a demo · Bring your questions