Built By Contractors, For Contractors
Win the work. Run the job. Know the numbers.The operating system for restoration and exterior contractors. ClaimMetrik connects your leads, inspections, takeoffs, estimates, claims, production, job costs and profitability to one job record — so the work is entered once and the margin at the end is measured against the scope you actually sold.
ClaimMetrik is onboarding a limited number of contractors directly. See access and pricing.
Customer, property, evidence, scope, decisions, production, and dollars stay connected.
The connected job
ClaimMetrik organizes the work around the property and opportunity—not a collection of disconnected modules.
Built for the full operation
Each capability is labelled with what it actually is today. Nothing here is described as finished before it is.
Stop losing opportunities between the door knock and the estimate.
Know which neighbourhoods are worth a truck roll this week.
Get the documentation right the first time, so nobody drives back.
Measure the drawings in the same system that prices them.
Price for the margin you actually want, then show the customer a clean document.
Find the legitimate scope gaps and bring the evidence with them.
Hand a sold job to production without retyping any of it.
Know whether the job actually made money — and know when you do not yet know.
See what is billed, what is unbilled and what is actually overdue.
Keep the conversation about a job attached to the job.
Let the software read the paperwork so your estimator does not have to.
The same job on a phone, at the property, with or without signal.
Not only insurance
The claim workflow appears when there is a claim and stays out of the way when there is not. Job type changes the workflow, never what the software can do.
Storm damage from first door knock through supplement and final payment. The claim is part of the job, not the whole of it.
No carrier, no claim, no adjuster. The same measurement, estimate, proposal, production and job-cost path.
Measure the drawing set before anybody wins the work. Takeoff and estimating are pre-sale, so no production record is invented to reach them.
Multi-trade scope, allowances, selections and change orders on a job that was never an insurance loss.
Small jobs are not forced through a nine-stage workflow. Same tools, shorter path.
From the first opportunity to final profit
Every step hands the next one everything it already knows.
Storm and territory intelligence, canvassing, inbound leads and referrals — all landing on the same opportunity record with the attribution that produced it.
Assignment, next actions and pipeline stages, so nothing waits on somebody remembering it.
A guided inspection with photos organised by section and elevation, on a phone, at the address.
Takeoff from plans or field measurement, then an estimate priced to your target margin and a proposal on your letterhead.
Carrier estimate review, scope-gap findings with their evidence, supplement packets and follow-up. Skipped entirely on retail work.
Contract scope becomes production scope. Readiness, crews, schedule, materials, selections and change orders.
Receipts, supplier invoices and labour posted against the budget. Customer invoices and payments from every payor on one ledger.
A deliberate closeout that checks the record, then freezes the answer. Not a number that quietly changes next month.
Why this is different
The lead, customer, property, inspection, measurement, estimate, claim, contract, production, cost and final profit are the same record — not exports between five tools.
Measure the plan set where you price it. The published measurement is what the estimate is built from, and it keeps its numbers when the drawing is revised.
Contract value, budget, recorded cost and cash are four separate facts. The product will not call an unfinished job under budget, because unspent money is not a saving.
Reading a carrier estimate, a receipt or a plan sheet. Not a chat box bolted to a CRM, and never the thing that computes a quantity or a price.
A supplement recommendation carries the photo, the measurement and the line it came from. Missing evidence produces “insufficient evidence”, never a plausible guess.
Nothing you have already told it gets asked again — the customer, the address, the measurement and the scope all move forward as the same rows.
Everyone in the company
What each person opens it for. Permissions decide what they can see and change.
Pipeline, sold work, job-level margin and where profit is leaking — without asking three people for a spreadsheet.
Today's doors, appointments and follow-ups. Every job carries the next action, so nothing is remembered in a truck.
Plans, takeoff, scope and pricing in one place, with the margin effect visible before the proposal goes out.
The carrier estimate, the field evidence and the supplement record on one screen, with the follow-up dates kept.
Sold scope, readiness, crews, materials, change orders and the costs landing against the budget.
The address, the work, the photos and the measurements. On a phone, without signal.
Automation with boundaries
01Evidence stays visible. Suggestions remain traceable to the documents, measurements, and observations behind them.
02Math stays deterministic. Takeoff quantities, margin, markup, and financial calculations do not become model guesses.
03Judgment stays human. ClaimMetrik assists; contractors decide what changes the job, claim, estimate, or production record.
Straight answers
An operating system for restoration and exterior contractors. It connects the CRM, inspections, takeoff, estimating, claims, production, job costing and profitability of a job to one record, so the work does not have to be re-entered between five tools.
No. Retail, commercial bids, remodels and service work run through the same job record. The claim workflow appears when there is a claim and stays out of the way when there is not.
Yes — the CRM is part of it rather than a separate product. Leads, customers, properties, pipeline stages, assignment and follow-up are the front half of the same job that later carries the estimate, the production record and the final profit.
Both, and they are connected. You measure a plan set inside ClaimMetrik, publish the measurement, and the estimate is built from it. Takeoff is pre-sale: you do not need a sold job to measure a drawing.
Yes, and it is deliberate about it. Contract value, budget, recorded cost, cash received and cash paid are kept as separate facts. Final profit is only reported after an explicit financial closeout — before that the figure says it is provisional, because an unfinished job with low recorded cost is not a profitable one.
ClaimMetrik Field is in controlled beta on iOS. It reads and writes the same records as the web app. It is not on the App Store yet, and we will not say it is until it is.
A CRM stops at the sale. ClaimMetrik carries the same job through measurement, pricing, the claim if there is one, production, costs, invoicing and closeout — so the margin at the end is measured against the scope that was actually sold.
ClaimMetrik is onboarding a limited number of contractors directly. Request a demo and we will show you the product and set your company up.
Restoration, Smarter.
Bring opportunities, field work, scope, claims, production, and financial closeout into one connected operating record.
