Close jobs with proof that is ready for billing, warranty, and dispute review

Capture proof that supports payment Collect the required photos, notes, approvals, and timestamps that office teams need before they send invoices or close service records.

Keep change orders on the same record Document added scope, customer approval, updated pricing, and supporting images without losing the job timeline.

Route exceptions before they become disputes Flag damage, shortages, open punch items, or failed installs into follow-up workflows instead of closing the job too early.

Export packets people can actually use Share clean branded packets for customers, warranty teams, office reviewers, and dispute response teams without manual sorting.

Property restoration Use first notice, mitigation, equipment placement, moisture checks, daily progress, customer authorization, and final completion templates to build a full restoration timeline.

Bulky last-mile delivery Capture condition at arrival, room-of-choice placement, assembly completion, packaging exceptions, and customer acceptance to reduce claim friction.

Installers Document site readiness, pre-install condition, completed work, punch-list items, and final signoff before the crew leaves the property.

Modular home delivery and setup Track transport condition, site arrival, setup stages, weather notes, exception handling, and handoff approvals in one job record.

Equipment repair Record intake condition, diagnostics, repairs performed, parts replaced, test results, and customer pickup approval for a cleaner service history.

Estimate and approval capture Start from the assigned job, estimate, or service call and collect customer authorization before work begins.

Change-order confirmation onsite When scope changes, capture added work details, photos, pricing approval, and signature before the team continues.

Job-close review before invoicing Send completed records to managers or office reviewers so missing proof, unsigned work, or unresolved issues are caught early.

Invoice, warranty, and dispute handoff Attach approved packets to invoices, archive them for warranty records, or generate a dispute-ready packet when a claim needs support.

Implementation playbook Follow a guided rollout with admin setup steps, crew launch checklist, pilot recommendations, and milestone targets for adoption.

Template library Start from prebuilt forms, task lists, customer messages, packet labels, and dashboard presets designed for restoration and field service teams.

Manager and crew permissions Assign ownership by job, control who can approve closeouts, keep private notes separate, and give supervisors visibility into each team workflow.

Success tracking and ROI proof Use built-in savings examples and ROI framing to show time saved, documentation recovered, and fewer invoice delays across active jobs.

CRM and job management sync Associate evidence with customers, jobs, crews, appointments, estimates, and milestones automatically.

Invoice and finance handoff Attach approved proof packets to billing workflows so finance and operations teams have the context they need faster.

Warranty, claims, and customer portals Send records into warranty archives, Dispute Evidence Cloud, or WordPress portals for long-term access and customer transparency.

Platform companion and white-label options Use the app as a branded mobile companion to your service platform or deploy a full white-label experience for multi-team operations.