Help center
AI features
- How Claimsfy AI works
- "AI drafting is off" or "needs Claimsfy AI turned on"
- "AI access wasn't allowed" or "The AI key was refused"
- "Too many requests just now"
- "The team server has no AI key"
- "Model not allowed on this server"
- "Couldn't reach the AI service"
- "The AI answer wasn't valid JSON"
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- Photo labels and descriptions
- Marking damage on photos (arrows and circles)
- Drafting an estimate from photos
- Mitigation Estimate Reviewer (S500)
- Writing the narrative report
- Read with Claimsfy (scanned documents)
- Importing a notice of loss
- Supplement review (comparing an outside estimate)
- Field Estimate Review (Desk)
- Ask Claimsfy AI for a reserve
- Mitigation review (S500) and the rebuild estimate
- Prior claims review
- AI note drafting
- The 🎙 Ask for help assistant
- Keeping AI costs in check
- AI and your data
- AI for every user (Field)
- AI for every user (Desk)
- AI for every user (Carrier)
- AI for every user (TPA)
- AI for every user (QA)
- AI for every user (Letters)
- AI for every user (Estimate)
- AI for every user (Contents)
Sign-in and access
- Forgot password or the reset email didn't arrive
- "Too many attempts" when signing in
- Lost phone or new phone (two-step sign-in)
- Sign-in link expired or never arrived
- "Your company allows sign-in from the office network only"
- Two-step sign-in (Field)
- Forgot password (Field)
- Sign in from anywhere (remote sign-in) (Desk)
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- Two-step sign-in (Desk)
- Forgot password (Desk)
- Sign in from anywhere (remote sign-in) (Carrier)
- Two-step sign-in (Carrier)
- Forgot password (Carrier)
- Sign in from anywhere (remote sign-in) (TPA)
- Two-step sign-in (TPA)
- Forgot password (TPA)
- Sign in from anywhere (remote sign-in) (QA)
- Two-step sign-in (QA)
- Forgot password (QA)
- Sign in from anywhere (remote sign-in) (Letters)
- Two-step sign-in (Letters)
- Forgot password (Letters)
- Sign in from anywhere (remote sign-in) (Estimate)
- Two-step sign-in (Estimate)
- Forgot password (Estimate)
- Sign in from anywhere (remote sign-in) (Contents)
- Two-step sign-in (Contents)
- Forgot password (Contents)
Workspace and hosting
- Claimsfy won't open or the workspace is down
- Data, storage and backups
- Try it on your computer first (Field)
- Launch it (about 20 minutes) (Field)
- Settings (Field)
- Storage and backups (Field)
- Security notes (Field)
- Try it on your computer first (Desk)
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- Launch it (Desk)
- Settings (Desk)
- Data and backups (Desk)
- Try it on your computer first (Carrier)
- Launch it (Carrier)
- Settings (Carrier)
- Data and backups (Carrier)
- Try it on your computer first (TPA)
- Launch it (TPA)
- Settings (TPA)
- Data and backups (TPA)
- Try it on your computer first (QA)
- Launch it (QA)
- Settings (QA)
- Data and backups (QA)
- Try it on your computer first (Letters)
- Launch it (Letters)
- Settings (Letters)
- Data and backups (Letters)
- Try it on your computer first (Estimate)
- Launch it (Estimate)
- Settings (Estimate)
- Data and backups (Estimate)
- Try it on your computer first (Contents)
- Launch it (Contents)
- Settings (Contents)
- Data and backups (Contents)
Claimsfy Field
- Billing on Claimsfy Field: fee schedules, time & expense and invoices
- Working with no signal (Field)
- Claimsfy Field: what it is
- Guided walkthrough for every user (Field)
- Narrative reports with no template (Field)
- Formatting the narrative report (Field)
- Marking damage on photos (Field)
- Sending the inspection back to a desk or TPA on another system (Field)
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- Automatic initial reserve (Field)
- Measuring rooms from photos (Field)
- Printing the estimate (Field)
- Billing (Field)
- The Claimsfy price list (Field)
- Where things are (Field)
- Getting help (Claimsfy Support) (Field)
- Who sees what (Field)
- The Field team page (administrators) (Field)
- Working with no signal (Field)
- Off-site backups (Field)
Claimsfy Desk
- The Claimsfy price list and your company's prices
- Letter review: checking a letter against state rules
- The automatic initial reserve: reported damage, then the damage photos
- Weather on the date of loss (Desk)
- QA review: the score and the checks (Desk)
- Firms and the vendor portal
- Claimsfy Desk: what it is
- Client portal (Desk)
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- Guided walkthrough for every user (Desk)
- Activities and pending actions (Desk)
- Dispatch, the vendor portal and the Inspection tab (Desk)
- Marking damage on photos (Desk)
- Automatic initial reserve (Desk)
- Measuring rooms from photos (Desk)
- Printing the estimate (Desk)
- Field Estimate Review (Desk)
- Weather on the date of loss (Desk)
- Drafting letters (Desk)
- Letters: supervisor approval and mailing (Desk)
- Letter review (state rules) (Desk)
- QA review (Desk)
- The Claimsfy price list (Desk)
- Where things are (Desk)
- Getting help (Claimsfy Support) (Desk)
- Who sees what (Desk)
- Off-site backups (Desk)
Claimsfy Carrier
- Storm counts don't include a claim (Carrier, TPA)
- Claim deadlines use the wrong state (Carrier, TPA)
- Claimsfy Carrier: what it is
- Guided walkthrough for every user (Carrier)
- Dispatch, the vendor portal and the Inspection tab (Carrier)
- Marking damage on photos (Carrier)
- Financials: reserves with authority limits (Carrier)
- Measuring rooms from photos (Carrier)
Claimsfy TPA
- Loss runs and the client portal (TPA)
- A client can't see a claim in the portal
- Claimsfy TPA: what it is
- Client portal (TPA)
- Guided walkthrough for every user (TPA)
- Clients, handling instructions and loss funds (TPA)
- Dispatch, the vendor portal and the Inspection tab (TPA)
- Marking damage on photos (TPA)
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- Financials: reserves with authority limits (TPA)
- Measuring rooms from photos (TPA)
- Printing the estimate (TPA)
- The Claimsfy price list (TPA)
- Claim deadlines (⚖) (TPA)
- Storm events (🌀 Storms) (TPA)
- Where things are (TPA)
- Getting help (Claimsfy Support) (TPA)
- Back office: onboarding, billing, payables and payroll (TPA)
- Who sees what (TPA)
- Off-site backups (TPA)
Claimsfy QA
Claimsfy Letters
- Formatting a letter and reading it aloud (Desk)
- Keeping the formatting bar on screen while you scroll
- Highlighting words in a letter or the narrative report
- Finding the right letter (Letters)
- Claimsfy Letters: what it is
- Drafting letters (Letters)
- Carrier letter rules (Letters)
- Letter review (state rules) (Letters)
Claimsfy Estimate
- Printing the estimate in any format
- The Photo Sheet layout for photo reports
- Measuring rooms from photos: camera scan with any number of walls, doors, windows and baseboards
- Estimates from field adjusters and experts (Estimate)
- Printing and downloading reports (Estimate)
- The bell only shows new estimates (Estimate)
- Claimsfy Estimate: what it is
- Estimating only (Estimate)
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- The Estimates tab (Estimate)
- Mitigation Estimate Review (Estimate)
- Supplement Estimate Review (Estimate)
- Reports (Estimate)
- The bell (Estimate)
- The Claimsfy price list (Estimate)
- Marking damage on photos (Estimate)
- Measuring rooms from photos (Estimate)
- Printing the estimate (Estimate)
- Where things are (Estimate)
- Getting help (Claimsfy Support) (Estimate)
- Who sees what (Estimate)
- Off-site backups (Estimate)
Claimsfy Contents
- Getting the contents list on Claimsfy Contents (import or request it)
- Salvageable contents, Item Name and photos on Claimsfy Contents
- Photos from links didn't come in (Claimsfy Contents)
- LKQ Live Feed and the Claimsfy appraised value
- Claimsfy Contents: what it is
- The contents hub (Contents)
- Where things are (Contents)
- Getting help (Claimsfy Support) (Contents)
Training and certification
- Exam vouchers (Claimsfy Academy)
- Training and certification (Claimsfy Academy) (Field)
- Training and certification (Claimsfy Academy) (Desk)
- Training and certification (Claimsfy Academy) (Carrier)
- Training and certification (Claimsfy Academy) (TPA)
- Training and certification (Claimsfy Academy) (QA)
- Training and certification (Claimsfy Academy) (Letters)
- Training and certification (Claimsfy Academy) (Estimate)