Category

Contractors

Best Practices For Upselling

By | Contractors | No Comments

When it comes to construction, one of the best ways to increase profits is to upsell customers. Whether it is for better products, better warranties, or just more peace of mind for them, it is good for you when your employees can get customers to make improvements and upgrades beyond the original scope of work.

Upselling, however, isn’t always easy. Whether your salesmen are new and timid or homeowners are a tough sell, it can take a lot of convincing to get a commitment to a better product, service, warranty, etc. There are a few things that you, as a leader in your company, can do to make your team more effective in their upselling efforts.

Take The Time To Train)

Some guys are just good at selling, and upselling, they can get contracts signed and warranty upgrades agreed to without hardly any work at all on their end, but some guys just aren’t; they struggle to create a good relationship with the homeowner and to get contracts signed, much less get product upgrades in the mix.

Taking the time to train all your guys on good tactics for upselling can hugely benefit your company. Helping them to have rebuttals for denials, tools to explain the value added, and tactics to open the upgrading conversation will make them more effective at upselling, but also at selling in general. Have them practice on each other, role play the scenario so that they can get used to fending off excuses and working the benefits into the conversation; the more they practice on each other, the easier it will come when they try with real homeowners. It also gives the salesmen an opportunity to help one another out. That great salesman can show your new guys how he goes about selling, convincing, and getting the deal done. The new or timid salesmen can ask questions, and clarify things they are unsure of. Getting all of your guys together in one room gives them the opportunity to teach each other and collaborate amongst themselves the best ways to upsell homeowners.

Use Your Resources)

Part of being able to upsell is to know what it is you are persuading the homeowner to add to their project. Whether it is a product like an impact resistant shingle or anti-wear paint, or a better warranty for using only one company’s products, your guys need to know everything about it so that they can ensure the homeowner that it is the right thing for them do to.

This is where having good, strong relationships with manufacturer reps is essential. The manufacturer representatives are a wealth of knowledge, and it is their job to get your company to use more of their products. Many reps will be more than happy to sit down with you and your salesmen to go in depth into how certain products work, how they are better than others, and even ways to sell them to the homeowners. Similar to the training, working with the reps gives your guys the opportunity to ask questions, see demos, and become experts on the products and services they sell. Being able to understand exactly what they are selling and how it will be a benefit to the homeowner will make you salesmen exponentially better at gaining the homeowner’s trust, and convincing them to upgrade their project.

Three Ways To Combat Storm Chasers And Win Jobs In Your Area

By | Contractors | No Comments

For contractors who specialize in any sort of storm damage, it is a good day when a storm hits your area. It’s time for you and your team to go out and do what you do best, repair people’s properties.

Less than ideal when a storm hits however, are the storm chasers that come racing into town; ready to take your business and do repairs far below the standard of what you and your team can offer. Thankfully there are a few different ways to combat the storm chasers and get the jobs your company needs.

1) Direct Marketing

Getting your name, services, and reputation out to potential customers is one of the best ways to ensure that your company gets jobs, and one of the best ways to do that is by using direct marketing methods. Direct marketing methods are things like sending mailers to houses and knocking on doors; things that allow you to directly show potential clients what you and your company can do.

Mailers can be sent directly to affected areas and are designed to showcase your company. It gets your logo out so people recognize it, and it allows you to inform them about your services, your goals, and, most importantly, your local proximity to them. Because people today are so well-informed, most know that it is better to pick a local contractor than someone who swoops in and out, and mailers are a great way to let them know that you and your company are local.

Knocking doors, tedious as it can be, is another great way to directly market to potential customers. It gives you the opportunity to explain what your company does well, how it can help them, and potentially even get a look at the damage right then and there, and gives the property owner the chance to ask questions and raise any concerns. Knocking doors also gets your logo our in the community again, be in on your shirts, your hats, or your trucks, people will see it and it may encourage them to take the time to look into your business for their own repair.

2) Referrals and References

Referrals and references are an excellent way to get work in general, but are even more effective when it comes to getting work that storm chasers try and take. Many people want a contractor that they can trust, and tend to turn to other people to find it; people are likely to trust the opinions of the friends, family, and trusted associates within the industry.

If you can, find previous clients that will consent to be a part of a reference list for your company. This list can be used as a tool to help get potential customers to sign a contract with your company. Give the list to property owner’s who’s doors you may knock and who’s properties you may inspect; hearing that it was good to work with your company from other people may give potential customers the push they need to sign up with your company.

Creating relationships with realtors, insurance agents/brokers, and other contractors can also be a great way to keep business flowing to you. When a storm hits, people may call their insurance company first, or if the property is being bought or sold they may call their realtor. Having relationships with those insurance agents and realtors means that they can refer those clients to your company, making it easier for you to get your foot in the door to help them.

3) Reviews

Similar to references and referrals, having good reviews is a good way to get business in general, but also to combat storm chasers. People get a lot of information from the internet, so whether they are searching Google, Yelp, Angie’s List, or Facebook, it is important to have good reviews of your company on all sites that people use to find you. Good reviews make it more likely that people will call you, even if they still aren’t sure about hiring you; which gives you the opportunity to explain to them how you can help, and why they should choose you.

Preventing Problems: How Scoperite Can Help

By | Contractors, Public Adjusters | No Comments

When it comes to dealing with properties, owners, and insurance claims there is a lot of paperwork, a lot to do, and lot of ways things can go wrong. Sometimes there are big problems like the wrong materials getting ordered and crews not showing up, but sometimes there are small, avoidable problems that can cause just as big of a headache.

Has a copy of a contract ever disappeared in the pile on your desk? Did part of the scope get lost between your notes and the estimate? Have you accidentally scheduled two projects to build on the same day? Issues like these can cause big problems but can also be easily avoided. Keep reading to see how Scoperite can help you prevent small problems for your company!

1) Auto-Save

Have you ever spent an hour working on a claim, creating documents, sending emails, adding notes to files, only to have your computer crash or your drive be full? It’s not a good feeling. To see that you have to start over and spend even more time on something that was technically done is enough to make anyone crazy.

With all the technology open to us today, an autosave feature is something that we take for granted, but can prevent a lot of headaches. Within prospects and claims pages, Scoperite autosaves files, photos, and messages that have been uploaded and sent, so even if your computer crashes, anything that has been fully uploaded will still be there. Say you take the time to upload and all the photos from a recent inspection that day and start to work on labeling them, but get called away from your computer before you finish. As long as the uploads were complete, the photos will autosave within the claim and will be there waiting for you to finish labeling them when you have the time.

2) Required Documents

Contracts, carrier estimates, scope notes, invoices and more are all necessary for a successful claim, but when you have several different claims to manage and keep track of at once things can get lost in the shuffle. When creating a claim in Scoperite, users are required to upload certain documents, like contracts and scope notes, in order to actually create the claim.

This means that those important documents will be in the claim from the very start, and, on the off chance that the paper copies disappear, there will be record of them. Requiring certain documents to be uploaded immediately helps users to keep all important paperwork organized, and lessen the chance of it getting lost.

3) Production Tracking and Calendar

Scheduling out multiple jobs can get complicated, especially when more than one type of work is being done at each job. It can be easy to forget to forget to mark a build on the calendar, and then forget it is happening, or double book a crew for that job or another job for that day.

Scoperite’s production tracking and production calendar make it easy to avoid scheduling mistakes. Production tracking is a part of every claim page and lets users add trades for that claim and mark whether they are scheduled for production, the date of production, and the status of production (awaiting, complete, etc.). This makes it easy to see where each job is at in regards to production and to avoid any delays or mix-ups.

Once a trade is scheduled for a job in the production tracking section, it also appears on the production calendar within Scoperite. The calendar contains all the scheduling for all trades for all claims. Whenever something is scheduled it appears on the calendar with a label containing the claim number and the work being done, making it easy to see what is scheduled when and to make sure that no crews are double booked and no part of any job forgotten.

4) Document Uniformity

While it might seem like a lesser issue, documents that look different can cause a lot of confusion for customers, and for you and your employees. When each document has a different header, layout, font, whatever it may be, it can be hard for homeowners and employees alike to know which documents they have, which ones they still need, and to keep the claim running efficiently without wasting a lot of time on paperwork.

With Scoperite, companies can create documents from within the system itself. The documents can be whatever you need, and because they all come from the same place, are similar in layout, which makes them easier to read and understand for both homeowners and employees. Documents created include invoices and estimates, and each template can be specified to you and your company. Having all the documents come from one source makes it easy to keep everything uniform, which makes like easier and might just help your branding.

5) Cloud Storage

Whether you use paper and files or computer drives, it is easy to fill-up the space and start piling things wherever they will go. Unfortunately, piling leads to losing and losing leads to more time you have to spend on things you’ve already done. Finding space to properly store everything can get tough because limits on physical space and the cost of purchasing additional drives for storage space on the computers.

Scoperite enables you to store all the files for current and past claims without running out of space and losing paperwork. Scoperite is cloud based, so there is significantly more storage space for all your files, helping ensure that you have all the documents you need, all the time.

Four Good Partners For Every Contractor To Have

By | Contractors | No Comments

Construction is not a one man show by any means. It takes a lot of people to build, repair, and restore houses and other properties. Each project typically involves multiple people from within your company, but couldn’t be completed without the help of people outside your company as well; these partners may include subcontractors, insurance adjusters, homeowners, lawyers, and many more who help get every job done.

Picking who your company partners with can be complicated, and sometimes involves a lot of trial and error, but once you find the right partners it can do wonders for the success of your business. While every company and contractor are different, there are a few specific partnerships that every contractor should have to make your business the best it can be.

1) Good Subcontractors

Having good subcontractors is essential to ensuring that clients have positive associations with your brand; you and your team can be awesome, but if you send bad subcontractors to a job, that is what the client will remember.

When picking who you work with, take the time to see how they run their business, how they deal with other contractors, and how they deal with clients. You want to pick subcontractors whose businesses have similar goals and values to yours, for example if customer service is something your company prides itself on, you want to find subcontractors who also pride themselves on having excellent customer service.

Finding subcontractors who do business like you do will make the building or repair process more seamless for clients, and easier for you. The customers will experience the same level of service that your company provides no matter who is working, and you won’t have to worry because you know that your subcontractors are reliable and effective.

2) Manufacturer and Supplier Reps

While they can sometimes be a little more sales-oriented than is ideal, manufacturer and supplier representatives are great partners to have.

Manufacturer reps can keep you up-to-date on their newest products, help you enroll in preferred contractor and rewards programs, and be a great resource if you ever have questions or problems about their products. Many manufacture reps take the time to present products to you and your employees; this includes new products, installation techniques, and details on warranties. All the resources they provide allow you to offer your customers the best products, warranties, and peace of mind for their project.

Supplier reps can help keep your projects flowing smoothly and keep your costs low. Having good relationships with supplier reps means that you can get your orders processed or changed without a lot of hassle, get notified when hard to find products come in, and ensure that your supplies will be there for every job. All this enables you to keep projects flowing without issue and be able to plan well ahead for special order or delayed items.

3) Inspectors

While you can’t necessarily “partner” with the inspectors, having an amicable working relationship with them can make your life a lot easier. If you do a lot of similar projects, you will most likely see the same inspectors a few times, so knowing their process, how they work, and what they need from you can make inspections a breeze.

Once you have had the same inspector a time or two, and you know each other to an extent, it is easier to communicate with them; if you’re late or the ladder broke or whatever else you can coordinate with them to see if things can be shifted rather than just having to completely reschedule right-away.

4) Realtors, Property Managers, Insurance Brokers/Agents, etc.

Creating partnerships with realtors, property managers, insurance agents and brokers, and any other people who deal with homeowners or building owners can help your business grow exponentially. These types of partners can help you grow via referrals from their customers, connections to other potential partners (other contractors, other realtors, etc.), and even doing work for that person or their firm.

These types of partnerships can also lead to the opportunity to attend leads groups and networking events that allows you to branch out further, and find other good partners that you can work with. The more people you can meet and explain your business to, the more likely someone is going to remember and refer you which can make a huge difference in how your company gets business and how much business it is doing.

How Using A CRM Can Make You Stand Out In Your Industry

By | Contractors, Public Adjusters | No Comments

In many industries, most of the businesses are the same more or less; they offer similar products or services, try and build the same aspects of their respective brands, and target the same groups of people. All of these similarities can make it hard to differentiate your business, and encourage customers to pick you.

Despite all the similarities, businesses do still find ways to differentiate themselves in how they market their products, how they treat their customers, who they hire, etc. Oftentimes, though, businesses overlook internal changes that can help differentiate themselves. One such way is by using a CRM; while using a CRM doesn’t make you stand out in a flashy, fun for everyone to see way, it can make you stand out in more subtle, and more useful, ways.

Using A CRM Makes You More Organized and Efficient

Most CRM systems allow users to scan and file paperwork, organize customer information, organize project information, schedule projects, and be able to see what is happening with all customers and projects quickly and easily. When all information is easily accessible and readily available, it allows you to be more organized, knowing where documents are, what deadlines are when, and which customers need more guidance. Being more organized makes you more efficient in all aspects of your business from communicating with customers to getting projects completed, which makes you stand out over other companies who may take longer or be difficult to get information from.

Using A CRM Allows You To Improve Customer Service

Customer service is an essential part of any industry; people want to be heard and feel taken care of when they do business with you. Using a CRM makes managing your customers, and their concerns, a much simpler process. Due to the fact that most CRMs allow you to store and organize customer information in easy to locate files within the system, helping customers solve problems and work through your sales pipeline is simple. If a customer calls with a problem, you can help them immediately without having to search for their information and take additional time to track down others who have worked with them. The system can also be helpful in managing customer relations after the customers have finished their business with you; when all the information is right in front of you, it is easy to remember to pick up the phone and see how they like they’re new product or if there are any problems with the repairs you made. Customers will remember that you took the time to follow-up, and will be more likely to return to you in the future and refer people to your business.

Using A CRM Gives You More Time To Do Your Job

Do you ever feel like you are so wrapped up in the menial, administrative side of your job that you don’t get to the big part, the part that you like? It could be selling, building, creating, fixing, reassuring, whatever part of your job that is your job, the reason you are where you are. Using a CRM makes it easier to handle the administrative parts of any job; be it organizing files, searching through customer information, or creating documents using a CRM can make all of that feel like the fraction of your job that it is supposed. And turning that fraction back down into a fraction, lets you do the part of your job that you like, that you are good at, that will make you stand out because you are happy while you do it. Your competitors may still be bogged down in small tasks, that make them busy and grumpy, but you, with your CRM, have the little stuff taken care of, and get to build your business with a smile on your face.

Five Ways To Deal With Difficult Homeowners

By | Contractors, Public Adjusters | No Comments

Even though homeowners are the main source of business for many contractors, they can be difficult to deal with sometimes. It is almost never intentional either, people just care about their houses and want to see them in the best shape possible, but that doesn’t make them any easier to deal with.

There are a few different kinds of difficult homeowners: the arrogant ones, who think they can do your job better than you (disclaimer, they can’t), the clueless ones who don’t know anything about insurance claims or repairs, and question every move you make, and the ones who would prefer to just take the insurance money and not do any repairs at all to name a few. Regardless of which type of homeowner you are dealing with, it’s easy to get frustrated and want to just let the claim go, which is why we compiled a list of our top five ways to deal with difficult homeowners so that you don’t have to lose business over them.

1) Make The Homeowner Feel Heard

Whether it is because they think they know better, or they don’t know anything at all, homeowners will voice their opinions, thoughts, and questions to you. And while it can be easy to mindlessly listen and dismiss them because you know what is best for their property, it can make your life a lot easier to actively listen and respond to them.

People like to feel heard, even when they are trying to tell you how to do your job, and it will be easier for you in the long run to listen carefully to their suggestions and be able to counter them with what you know needs to be done. The same goes for homeowners who don’t know anything about the repairs that need to be done; answering each and every question they have with careful consideration will make them feel more at ease and make them less likely to continue to question decisions and delay the projects progress.

2) Try Not To Let Your Frustration Show

In times of high business when you spend your days running from house to house, going to the house with the difficult homeowners can be downright unpleasant for you. You know that they are prepared with a battery of information that you don’t need, that is going to delay you with while you try and do your other work. It can be really easy to get frustrated with these homeowners, and want to cut them off, tell them that you have it under control, and go about your business, but that is just going to make them more difficult to deal with.

Even if you want to scream, pack it in, and listen, respond, and keep a nice face and tone of voice. Letting them see how frustrated you are, will just make them even more difficult, and more likely to leave you a poor review or spread bad word-of-mouth about you and your company. If you know a homeowner that is going to want to talk and talk to you, when you arrive at the house, say you are going to do whatever it is you need to do first, and then talk to them after. Dealing with your inspection, measurements, or whatever else gives you a minute to breathe and prepare yourself to contain any frustration that may be present when you do go and talk to the homeowner.

3) Put Everything In Writing

Whether it is the way too involved homeowner, or the I just want the insurance money homeowner, they are going to find ways to try and rework things. They might try and change document wording, project scope, colors, timelines, the list can go on and on, and if you aren’t careful, it may never stop.

One easy way to combat these types of homeowners, is to put everything in writing, and we mean EVERYTHING. Obviously certain documents like contracts and estimates are no brainers, but don’t forget about paint colors, shingle types, window treatments, etc. If you are writing that down as those conversations are happening, it is a lot harder for the customer to dispute something they said down the road when they change their mind. Having everything in writing is also helpful in the highly unfortunate circumstance that a difficult homeowner turns into a claim that involves lawyers; if you have everything written down and dated, it will make it harder for the homeowner to make you the problem.

4) Communicate More Than Seems Necessary

Often times, difficult homeowners just want reassurance that you are giving your full attention to their project. They tend to undervalue the fact that you are running a business that has more than one client at a time, and expect you to be fully immersed in their project all the time.

One easy way to combat this is to over-communicate with them. Let them know when materials have been ordered, or when estimates are taking extra time, call and let them know that the window guy is coming even though the window guy called already. Taking the extra few minutes to call and communicate small updates with them, will placate them and leave them feeling like you are focused solely on their project, and will give them less inclination to call you every day and make your life harder.

5) Switch The Project Manager On The Claim

Sometimes certain people just don’t mesh. It doesn’t say anything bad about either of them but they just do not get along, and working together is frustrating for both parties. While it should be a last resort option, switching the project manager on a claim might be the best solution. If the homeowner is mad, and the project manager is frustrated and all other options have been tried, it might be time to just make the switch; let someone knew come in, address the homeowners’ concerns and try and get the project off to a new, better start.

3 Ways Scoperite Makes It Easy To Manage Contractor Information

By | Contractors | No Comments

When it comes to building, altering, and repairing homes and other buildings, there are a lot of moving parts, and therefore a lot of moving people. While there are some contractors who can actually do it all, that isn’t the case for most; most contractors specialize in one area of the building, but that doesn’t mean that is where their business ends.

For many contractors, they themselves specialize in electric, or roofs, or paint, you get the picture, but their business can do more like electric and plumbing, roof and siding, paint and windows. For those additional services offered, most contractors partner up with or subcontract work to other contractors whose specialty they need, which allows for greater business for both parties, and a wider list of services businesses can offer.

With that greater business and wider lists of services, however, comes the need for more management, more paperwork, and more people to keep track of, which can get time consuming and complicated if you don’t have a solid organization system.

This is where Scoperite can help.

Within the settings of the software, there is a section labeled “Manage Contractors” which allows users to organize and store information on all the other contractors that they work with, making life easier on you in a few distinct ways.

1) Easy Access To All Contractor Information

The “Manage Contractors” section allows users to store all contact information within the contractor’s page; this includes names and phone numbers, but also addresses, emails, and fax numbers as well. Having all the information easily accessible on both desktop and mobile devices allows contractors to be able to find contact information needed to share invoices and estimates, call offices, and coordinate with the other contractor without having to spend time searching for the necessary contact information.

The page also contains a section for notes, allowing contractors to add additional names and numbers of specific contact people, notes about how they receive payment, or any additional relevant information. These notes are visible to everyone with access to the “Manage Contractors” page, allowing everyone to stay up-to-date with the right contacts and information for other contractors.

2) Document Storage

Each contractor page also has space for document storage. This allows contractors to keep copies of contracts, agreements, insurance paperwork, and whatever else your company requires in an easy-to-find, easy-to-download place. The documents can be saved to the page for future reference, created into a PDF, or dropped into a link if they need to be sent out. Having all the documentation for each partner or subcontractor in one place means less time digging for information and requesting paperwork, and more time keeping the partnership strong and doing the work you actually enjoy.

3) Important Date Notices

Each contractor page also allows users to input expiration dates of important documents, such as general liability and workman’s compensation insurance. These dates show up on the page, as well as in the display table of all contractors; making it simple to see whose insurance documents are up-to-date and who you need to reach out to, to get updated ones. This small feature can save contractors time and headaches, but alerting them to expiring documents before it may become a problem.

Four Ways Scoperite’s Reports Function Can Help Contractor’s Marketing Efforts

By | Contractors | No Comments

The way consumers take in and respond to communications from companies has changed drastically over the years, from ads in newspapers, to radio commercials, and now to email and social media ads. Keeping up with these ever-changing marketing tactics can be a lot of work, and cost a lot of money, and many contractors would rather focus on their clients and their projects than spending hours planning and designing marketing materials.

Managing and improving marketing efforts doesn’t have to be endless amounts of work, if you have the right tools. One of Scoperite’s most useful features, are the reports that can be generated within the system. These reports compile customer data from all claims entered in the system, and give users an easy to read, sort, and analyze Excel spreadsheet.

These reports can be used for a lot, but specifically can help contractors advance their marketing efforts without having to use a lot of effort.

1) Targeting

Targeting is absolutely essential to marketing, without it you are just shoving information at people who don’t really care. Targeting for contractors can be a little complicated in the fact that the “target markets” are often broad such as homeowners with hail damage or people who want a kitchen remodel. These broad targets can make it hard for contractors to ensure that their message is getting to the right people, and that is where the reports can help.

The reports compile customer information such as names, addresses, and phone numbers into one sheet. This information can be searched, sorted, and analyzed however is easiest for you. Which means that contractors can use this information to look for trends within their customer base, and identify potential target segments. For example, the data could be sorted by zip code and you may notice that there are certain zip codes where you have done a lot of work. You could then use this to geographically segment customers in those zip codes, and target more customers who need or want your services, all while saving money by targeting areas you know are more successful for your business.

2) Brand Building and Customer Loyalty

For many contractors, their brand focuses, at least partially, on giving their clients the best experience, not just the best result. People will remember the very good (and the very bad), but the very good do more than just repair or renovate a home. The contractors that are remembered for being very good are the ones that follow-up, they give a company warranty, they are available to inspect and repair years after, and they are the ones that customers are loyal to.

Typically, when a job is finished, it fades from being front of mind, and those customers fall aside to new ones whose projects are happening now. But when all client information is accessible in an easy to read sheet, it’s easier to keep finished jobs at top of mind. You are more likely to see a name of a client from a few months back, and pick up the phone, check in with them, see how they are liking their new kitchen, or if there have been any issues with their windows. And that is what clients like: to be remembered and to feel important; it will make them more likely to call you for other projects, refer you to their friends and family, and leave your good reviews, all of which help build your company’s brand.

3) Email Marketing

Email marketing is truly one of the easiest ways to stay top-of-mind. It keeps your logo in front of customers, reminds them of your services, and sometimes triggers people to act. The reports function revolutionizes the ease of email marketing for contractors; all the email addresses of all the clients you have or have had are there organized into one single column, all you have to do is export them into whatever email marketing system you use and click send.

The emails can be used for whatever purpose you need; reminders to get inspected for damage after a storm, a deal that you are running, a simple reminder of what you do in case anyone needs it. All of these keep your company in client’s inboxes’ and minds, increasing your chances of having them call your or refer you.

4) Storm or Crisis Preparation

For some contracting companies, storms or crisis situations are where they make their name. This means that sometimes marketing efforts consist of getting out into neighborhoods quickly, knocking on doors, and getting signed contracts so you can stick your sign in someone’s front yard, and hopefully encourage their neighbors to sign with you as well.

Being prepared when storms or a crisis hits can be hard because you don’t always know exactly where it is going to be, and what the best way to approach a neighborhood might be. With the reports spreadsheets, you can sort your clients by city or zip code so that people who were in the storm area are easy to find. That allows you to send emails and make calls to people whose homes you’ve helped repair in the past and offer your services to them again before anyone else does. It also allows you to get into the damaged neighborhoods without having to knock on doors or make as many cold calls; you go out and help your established clients, and other people will see your logo and your process, and hopefully will choose to call your company to come help them as well.

What Is Scoperite: A Comprehensive Guide

By | Contractors, Public Adjusters | No Comments

We are inundated with information every day. Be it at work, out with friends, or catching up on our favorite shows, information is being spewed at us constantly, telling us what we need, what we should be doing, and how to make our lives better.  When we are constantly being told how and why we need to listen and make our lives better, we sometimes miss out on exactly what it is that can help us because we don’t know enough about it.

At Scoperite, one of our main goals is to make life simpler and less stressful for the contractors and public adjusters that decide to use our software. In order for you to understand how Scoperite can make your life easier, you need to understand Scoperite. Below we will explain what Scoperite it and its most valuable features in more detail, so that you can see how it can take some of the unnecessary stress out of your life.

What is Scoperite?

Scoperite is a claims management system with the goal of making management of the insurance restoration claim process simpler and more effective for contractors and public adjusters.

We could go on here, add some fluff, but that’s not the point of Scoperite; we keep it simple, we keep it effective, so instead we’ll talk about some of the most useful features Scoperite utilizes to make the claims management process simpler.

Valuable Features

Easy Navigation and Layout:

While it isn’t something that is always top-of-mind when picking a software system, having a layout that is simple to understand and easy to navigate makes a big difference in making your company more effective. Scoperite organizes all claims opened into a series of tables that are organized based on their place in the insurance claim process. The tables can be sorted or searched to find specific claims in matter of seconds using almost any of the claim information.

Everything In One Place:

Scoperite organizes information by claim; each new entry is given a claim number and each claim has its own page within the system.  Within the claim page, all documentation from contracts to photos to final invoices can be saved, making it simple to keep track of all relevant information and easy to find documents when they are needed.

Mobile App:

Scoperite also features a mobile app that can be used when you are not in the office, giving you the freedom to add and edit claims as you need to in the field.  The app works on almost all mobile devices, is compatible with both Apple and Android operating systems, and has all the capabilities of the desktop version.  The app allows you to enter prospects, take and upload photos as you do inspections, edit claims, and find files without confining you to the office.

Email Integrations:

Within each claim, there is a discussion board for all relevant parties (i.e. salesmen, estimators, etc.) to communicate about specific claims in a direct, easy-to-read manner.  Messages sent to the discussion board are also sent to the email of everyone working the claim to ensure that everyone is always up to date, and no one misses messages containing important information.

Easy Document Creation:

Rather than having to shift back and forth between a document and the claim, users can create documents from within Scoperite at the click of a button.  Invoices, estimates, or PDFs of photos and scope notes can all be created from within the claim, and are pre-filled with relevant customer and company information to make the process move faster; simply fill in the specific information and save or send to the necessary parties. All documents created are also saved in the claim so that they can be retrieved or referenced whenever necessary.

Cloud-Based Infrastructure:

Whether it is in cabinets or on the computer, do you find that you run out of space to store all of your files? Scoperite is cloud-based, making it is easier to store the large amounts of information that each claim requires.  The cloud-based nature also makes it possible for you to access your Scoperite account on any device, at any time, no matter where you are; so whether you are on a roof or enjoying time at home, you have access to all your information.