Transform Paper-Based Inspections into Digital Excellence

Complete mobile-first field technician portal for restoration, remediation, and insurance claim documentation. Capture, document, and sync inspection data in real-time.

The Problem: Paper-Based Chaos

Restoration and remediation companies face critical operational challenges

Paper-Based Inefficiencies

  • Field technicians spend 3-4 hours daily on paperwork instead of billable work
  • Handwritten reports are illegible and incomplete
  • Physical documents lost, damaged, or delayed in transit
  • Manual transcription creates errors and 24-48 hour delays

Data Fragmentation

  • Job information scattered across email, spreadsheets, and multiple platforms
  • Zero real-time visibility into field progress or technician locations
  • Client updates delayed until paperwork returns to office
  • Status tracking requires constant phone calls

Communication Delays

  • Clients wait 48-72 hours for inspection results
  • Urgent issues not identified until paperwork is processed
  • Missing documentation affects insurance claim processing

The Solution: Builder Flow Claim Scope

A comprehensive mobile-first field technician portal that transforms field operations from paper chaos to digital excellence.

Built on Modern Technology

Built on Modern Technology:

  • React + TypeScript frontend for type-safe, reliable mobile experience
  • Node.js + Express.js REST API backend
  • MySQL database with enterprise security
  • Full Zoho integration (CRM, Creator, WorkDrive)
  • JWT-based secure authentication
  • Real-time bidirectional synchronization

Core System Components

Intelligent Job Management & Assignment

Real-Time CRM Synchronization

  • Jobs assigned in Zoho CRM instantly appear on technician dashboards
  • Automated data population from CRM (client info, property details, access codes)
  • Complete job context including claim history and previous visits

Four-Part Structured Inspection Workflow

Comprehensive Documentation Process

Part 1: Project Information Capture

  • Timestamp logging for accountability
  • Claim classification (type, policy details, damage categories)
  • Comprehensive damage assessment with multi-room/multi-material selection
  • Service detail logging (emergency calls, testing, monitoring)
  • Initial assessment documentation (microbial growth, affected materials, equipment needs)
  • Debris tracking with photographic evidence
  • Equipment placement and monitoring trip scheduling
  • Voice-to-text integration for fast, accurate note capture

Part 2: Room-by-Room Documentation

  • Precise room measurements (Length × Width × Height)
  • Room type categorization with condition assessment
  • Equipment placement tracking and specifications
  • Contracting details and material requirements
  • Before/after status comparison with automatic photo tagging

Part 3: Visual Documentation Management

  • High-resolution photo capture with automatic compression
  • Multi-document scanning for contracts and signatures
  • Debris count with photographic proof
  • Automatic file organization by job, date, and category
  • Instant cloud sync to Zoho CRM and WorkDrive
  • Print-ready report generation with before/after galleries

Part 4: Quality Assurance & Submission

  • Complete inspection preview before final submission
  • Edit capabilities with mandatory field validation
  • Built-in quality assurance checklist
  • One-click submission triggering
  • Automatic Zoho CRM status updates
  • Workflow notifications to managers, clients, and adjusters
  • Document generation and distribution

Smart Follow-Up Management System

Automated Task Management

  • Manager-defined urgency classification (High/Medium/Low)
  • Automated task creation in Zoho CRM from inspection findings
  • Time-based escalation workflows for overdue tasks
  • Comprehensive reason tracking and detailed notes
  • Priority-based notifications and reminders

Advanced Zoho Integration

Full API Implementation

Full Zoho Creator v2.1 API Implementation

  • 10+ Zoho Creator forms mapped and synchronized
  • Real-time bidirectional data synchronization
  • Webhook support for instant updates
  • Custom field mapping supporting existing configurations
  • Conflict resolution and data integrity validation

Zoho WorkDrive Integration

  • Seamless file storage and document management
  • Automatic photo and document sync
  • Organized folder structure by job, date, and document type
  • Centralized document access for office teams and clients

CRM Connectivity

  • Job assignments flow from Zoho CRM → Creator → Mobile Portal
  • Inspection data syncs back through Creator → CRM
  • Creator records trigger CRM status updates and workflows
  • Complete audit trail across all platforms

Mobile-Optimized Field Experience

Built for Field Technicians

  • Touch-Friendly Interface: Large buttons designed for gloved hands
  • Device Responsive: Optimized for smartphones and tablets
  • Camera Integration: One-tap photo capture with automatic organization
  • Battery Optimization: All-day operation on single charge
  • Offline-First Architecture: Work without internet, auto-sync when connected

Real-Time Dashboard & Reporting

Comprehensive Insights

  • Live manager overview of all field activities
  • Technician performance metrics (completion rates, quality scores)
  • Job progress monitoring with milestone tracking
  • Organized photo gallery management
  • Custom report generation for stakeholders
  • Export capabilities (Excel, PDF, formatted reports)

Enterprise Security Features​

Bank-Level Security

  • End-to-end encryption for data transmission
  • Role-based access control with customized permissions
  • Complete activity audit trails for compliance
  • GDPR-compliant data protection
  • Secure cloud storage with enterprise-grade backup
  • Multi-factor authentication for sensitive access

Real-World Results

Operational Efficiency

80%

Reduction

Reduction in paperwork completion time (from 3-4 hours to 30-45 minutes daily)

100%

Elimination

Elimination of manual data transcription

90%

Faster

Faster client communication (from 48-72 hours to real-time)

75%

Reduction

Reduction in data entry errors

Use Cases by Industry

Comprehensive solutions for every restoration and remediation need

Storm Damage & Roofing

Storm Damage & Roofing

Document hail damage, wind damage, and structural issues with precise photo evidence and GPS tracking.

Water Damage Restoration

Water Damage Restoration

Track moisture readings, document dry-out process, manage equipment placement, and monitor remediation timeline with daily progress photos.

Fire & Smoke Damage

Fire & Smoke Damage

Comprehensive smoke and fire damage documentation for complete restoration with before/after comparisons.

Mold Remediation

Mold Remediation

Microbial growth documentation, affected material tracking, containment verification, and clearance testing records.

Environmental Testing

Environmental Testing

Asbestos, lead paint, air quality testing with complete chain of custody documentation.

Integration with Complete Workflow

Integration with Complete Workflow

Seamless Data Flow

  • Job assigned in Zoho CRM
  • Appears instantly on Claim Scope mobile portal
  • Technician completes inspection with photos
  • Data syncs to Zoho Creator and CRM
  • Structured export for estimators (links to Estimate Pro)
  • Estimate created from field data
  • Project and work orders automatically generated

Pricing

Available as Premium

Includes

  • Unlimited technicians and inspections
  • Full mobile app access
  • Complete Zoho integration
  • Unlimited photo storage
  • Real-time synchronization
  • Training and support

Custom Enterprise Deployment: Contact sales for dedicated server options and white-label capabilities

Contact Us