Your Centralized
Brain.
Log communications, track measurements, and capture every thought. All your notes are automatically tied to the right property, so you can stop searching and start recalling.
Call with adjustor
2 hours ago
Confirmed they received the estimate. Follow up next Tuesday if no response...
Roof Measurements
Yesterday
South slope: 12.5 sq, North slope: 14.2 sq. Pitch is 7/12.
Initial walk-through
3 days ago
Client pointed out water staining on the ceiling in the master bedroom.
Take notes anywhere. Access them everywhere.
Start a note on your desktop and finish it on your phone. Our real-time sync ensures your thoughts are always with you, whether you're at the office or in the field. Every note is instantly available on all your devices.
Real-Time Sync
Web
Add note at desk
Mobile
View in field
Find any note, on any property.
Can't remember where you saved that crucial detail? Our mobile app's universal search scans every note across all your properties at once, helping you find what you need in seconds, no matter where it is.
Universal Search
Results from all properties
...confirmed they received the estimate. Follow up next Tuesday...
123 Main St - Johnson
...client mentioned pre-existing damage to the fence from the storm...
456 Oak Ave - Williams
...needs a new estimate for the interior work after mitigation.
789 Pine Ln - Davis
A dedicated feed for every job.
Stop the chaos of scattered information. Every measurement, conversation log, and idea has a dedicated home within the property file, creating a clean, chronological record from start to finish.
Call with adjustor
2 hours ago
Confirmed they received the estimate. Follow up next Tuesday if no response...
Roof Measurements
Yesterday
South slope: 12.5 sq, North slope: 14.2 sq. Pitch is 7/12.
Initial walk-through
3 days ago
Client pointed out water staining on the ceiling in the master bedroom.
Keep your whole team in the loop.
If a team member has access to a property, they have access to the notes. This creates seamless visibility, ensuring everyone is working with the same information in real-time.
Team Activity
Angela added a new note: "Call with adjustorAdjustor call"
2 hours ago
David added a new note: "Roof MeasurementsRoof data"
Yesterday
Frequently Asked Questions
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