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Smart Job Intake

Capture everything on the first call: customer, property, source of loss, insurance, schedule. Existing-customer detection so you never create duplicates.

  • ~60-second new-job entry
  • Duplicate customer detection on the fly
  • Auto-pulls insurance carrier & claim metadata
CustomerMark Henderson
Property428 Lakeside Dr, Charlotte NC
SourceWater intrusion — roof leak
AffectedMaster bedroom ceiling, attic
InsuranceState Farm · #SF-29481
PriorityHigh

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