Insurance roofing
Keep insurance roofing jobs straight, from claim to final check
Storm and insurance work brings claim numbers, adjuster meetings, supplements and checks that arrive in pieces. welvy keeps all of it on the job, so nobody has to dig through texts and email.
Claim numbers where you need them
Lead sources that bring insurance work (an adjuster referral, a storm canvass, an insurance partner) can ask for the claim number when the lead is entered. It's on the job from day one and searchable later.
Adjusters, supplements and payments
- Put adjuster meetings and re-inspections on the calendar, tied to the job, with directions one tap away
- Add supplements and change orders to the invoice as extra lines when they're approved
- Record the deposit, the first check and the final check as separate payments, so you always know what's still owed
- See every job that still owes you money, and for how long, in one report
- Photos from CompanyCam stay on the job for the adjuster and for your records
Common questions
How do I track insurance claim numbers for roofing jobs?
Record the claim number on the lead the day it comes in. In welvy, lead sources that bring insurance work ask for it automatically, and you can search by claim number later.
How should I handle roofing supplements in my paperwork?
Add each approved supplement to the invoice as its own line, so the final invoice matches what the carrier approved and the balance due stays right.
Can I record insurance checks that come in more than one payment?
Yes. Each check is recorded as its own payment against the invoice, and the balance due updates as each one comes in.