Claim software for restoration contractors managing property damage jobs
Organize mitigation notes, invoices, photos, carrier responses, and supplement evidence in one job-linked claim file — so approvals and follow-ups do not depend on scattered folders.
AI-assisted claim organization and review support. Professional review still required.
Restoration jobs generate more paperwork than any one inbox can hold
Water, fire, and storm mitigation teams collect daily photos, drying logs, invoices, and carrier emails while waiting on scope approvals and supplement responses.
- Mitigation photos and daily logs are stored on phones or shared drives
- Carrier adjuster emails sit apart from contractor invoices and receipts
- Supplement documentation is rebuilt for each approval conversation
- Homeowner questions arrive by text while the job file is on another device
- Missing carrier-requested items delay payment on completed work
- Project managers lose visibility into which claims need follow-up today
How XactaClaim helps restoration contractors
- Keep job photos, estimates, and invoices attached to the correct claim
- Compare your scope to carrier estimates when supplementing on Premium
- Track carrier- and client-requested documents in one outstanding-items list
- Log client updates and reminders when messaging is enabled
- See a timeline of claim activity from uploads and XactaClaim-sent updates when messaging is configured
- Support supplement conversations with a review-ready documentation package
Restoration-friendly workspace tools
Built for documentation-heavy mitigation and rebuild workflows.
Document & photo repository
Store drying logs, moisture readings, invoices, and job photos by claim.
Estimate comparison
PremiumHighlight differences between your scope and carrier line items.
Outstanding items
Track open document and action requests from carriers or clients.
Claim timeline
See when files were uploaded, messages sent, and phases updated.
Client communication log
Plan & workspace setupRecord SMS and email updates when workspace messaging is configured.
AI-assisted review notes
Pro+Summarize uploaded documents to speed internal review.
Restoration claim workflow in XactaClaim
- 1
Create the job claim
Add property address, loss date, and homeowner contact details.
- 2
Upload mitigation evidence
Attach photos, logs, and initial scope documents as work progresses.
- 3
Track carrier requests
List missing items the carrier needs before approval.
- 4
Compare estimates
Review carrier vs contractor scope on Premium when supplementing.
- 5
Follow up with the client
Send updates or reminders when phone and consent allow.
- 6
Close the documentation loop
Keep final invoices and approvals in the same claim file.
Example workflows for restoration contractors
- Organize water mitigation photos and drying logs for a single-family loss
- Track a carrier request for updated moisture readings before approval
- Compare a carrier estimate to your Xactimate export before a supplement call
- Log homeowner SMS updates sent through XactaClaim alongside the job timeline when messaging is configured and consent is on file
- Prepare a documentation package for a fire rebuild supplement
Professional review required
XactaClaim provides organization, automation, document review, and AI-assisted analysis tools. It does not provide legal advice, insurance coverage determinations, claim payment guarantees, or professional adjusting services. Outputs should be reviewed by qualified professionals.
Frequently asked questions
Bring restoration claim docs into one workspace
Try XactaClaim free, see Premium comparison tools on pricing, or schedule a demo with your PM team.