Everything it does

The whole operation, honestly labelled.

ClaimMetrik replaces the gap between your CRM, your estimating tool, your takeoff software and your spreadsheet. Every capability below is marked with what it is today — available, in beta, or in development. Nothing is described as finished before it is.

Find and win the work

Grow

CRM & pipeline

Available

Stop losing opportunities between the door knock and the estimate.

  • Leads, customers and properties as separate records that stay linked
  • Every job carries a Next Action and an owner
  • Pipeline stages with the attribution that produced them
  • Duplicate detection that shows you the existing job rather than blocking

Storm & territory intelligence

Available

Know which neighbourhoods are worth a truck roll this week.

  • NOAA storm events mapped against your territories
  • Territory drawing with overlap detection
  • Canvassing outcomes recorded per door, including the doors that produced nothing
  • Opportunity scoring that returns no score when the data is missing

Inspections & field documentation

Available

Get the documentation right the first time, so nobody drives back.

  • Company inspection templates, snapshotted into each inspection
  • Photo capture organised by section and elevation
  • Deterministic completeness — what is missing, not a score
  • A roof marked unreachable asks for ground documentation instead

Scope to sellable scope

Measure and price

Plan takeoff & measurement

Available

Measure the drawings in the same system that prices them.

  • PDF plan sets, scale calibration from presets, multiple scales per sheet
  • Linear, area, count and pitched roof measurement
  • Deterministic quantities — the maths is engine code, not a model
  • Publishing is a moment: an estimate keeps the numbers it was built on

Estimating & proposals

Available

Price for the margin you actually want, then show the customer a clean document.

  • Cost in five components; margin and markup never confused
  • Target margin guardrail that advises in dollars and never locks
  • Good/Better/Best or itemised, on your letterhead
  • The customer's proposal cannot carry your cost — enforced by its type

Where insurance is involved

Claim

Claims & supplements

Available

Find the legitimate scope gaps and bring the evidence with them.

  • Carrier estimate extraction that reconciles to the printed total
  • Scope discrepancies with the evidence attached
  • Supplement packets and carrier follow-up tracking
  • No coverage conclusions, no invented codes, no invented prices

Sold work becomes production

Build

Production

Available

Hand a sold job to production without retyping any of it.

  • Contract scope and production scope kept distinct
  • Readiness as one row per requirement, never a percentage
  • Crews, schedule, tasks, change orders and selections
  • Starting over an unmet requirement is allowed and recorded

Team communication

Available

Keep the conversation about a job attached to the job.

  • One internal thread per opportunity that survives conversion
  • @mentions resolved to real teammates, never text styling
  • Comments pinned to a point on a plan sheet
  • Attachments in the same document store as everything else

Cost, cash and final profit

Know your numbers

Job costing & profitability

Available

Know whether the job actually made money — and know when you do not yet know.

  • Contract value, budget, actual cost, cash in and cash out kept apart
  • Receipts and invoices posted to the job with their category
  • Under budget is not claimable until the costs are closed out
  • Final profit requires a deliberate closeout, then it is frozen

Invoicing & payments

Available

See what is billed, what is unbilled and what is actually overdue.

  • Progress, deposit and final invoices with numbers the database allocates
  • Customer, carrier, mortgage and finance payors on one ledger
  • Open balance and unbilled balance reported as different money
  • An overpayment is a credit, never a negative receivable

Assistance and the field

Everywhere else

AI assistance

Available

Let the software read the paperwork so your estimator does not have to.

  • Carrier estimate and receipt extraction, reconciled line by line
  • Takeoff suggestions that propose positions, never quantities
  • Correspondence drafting that a person reviews before anything sends
  • Every suggestion is reviewable and reversible; nothing self-approves

ClaimMetrik Field

Beta

The same job on a phone, at the property, with or without signal.

  • Assigned work, inspections, photos and canvassing
  • Offline capture that persists as it is made
  • The same records as the web — no separate mobile database
  • iOS build in controlled testing; not yet on the App Store

Not only insurance

One job record. Five kinds of work.

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.

Insurance restoration

Storm damage from first door knock through supplement and final payment. The claim is part of the job, not the whole of it.

Retail & direct pay

No carrier, no claim, no adjuster. The same measurement, estimate, proposal, production and job-cost path.

Commercial bids

Measure the drawing set before anybody wins the work. Takeoff and estimating are pre-sale, so no production record is invented to reach them.

Remodel & renovation

Multi-trade scope, allowances, selections and change orders on a job that was never an insurance loss.

Service & repair

Small jobs are not forced through a nine-stage workflow. Same tools, shorter path.

Everyone in the company

The same job, from six points of view.

What each person opens it for. Permissions decide what they can see and change.

Owner

Pipeline, sold work, job-level margin and where profit is leaking — without asking three people for a spreadsheet.

Sales rep

Today's doors, appointments and follow-ups. Every job carries the next action, so nothing is remembered in a truck.

Estimator

Plans, takeoff, scope and pricing in one place, with the margin effect visible before the proposal goes out.

Claim specialist

The carrier estimate, the field evidence and the supplement record on one screen, with the follow-up dates kept.

Production manager

Sold scope, readiness, crews, materials, change orders and the costs landing against the budget.

Field crew

The address, the work, the photos and the measurements. On a phone, without signal.

Restoration, Smarter.

Keep the whole job in view.

Bring opportunities, field work, scope, claims, production, and financial closeout into one connected operating record.