Help center / Workspace and hosting

Launch it (Desk)

Claimsfy Desk

1. Put it online

Render (simplest):

  1. Put this folder in a GitHub repository (private is fine).
  2. In Render, choose New → Blueprint and pick the repository. Render reads render.yaml.
  3. Enter ADMIN_PASSWORD, your administrator password; the username is admin. Optionally enter:
    • ANTHROPIC_API_KEY for AI drafting.
    • FIRM_NAME, your company name as clients see it in the portal.
    • APP_URL, the address your team will use, such as https://claims.yourcompany.com/. Email links, including password resets, point there. You can fill it in after you add your domain.
    • LOB_API_KEY, to mail letters through Lob (print and mail). A test_ key accepts letters without printing them; a live_ key mails them. See Letters: supervisor approval and mailing.
  4. Deploy.

Any server with Node 18+:

ADMIN_PASSWORD=pick-a-strong-one SESSION_SECRET=long-random-text node server/server.js

Put it behind HTTPS before using it over the internet.

Docker:

docker build -t claimsfy-desk . && docker run -p 8080:8080 -v claimsfy-desk:/data -e ADMIN_PASSWORD=... -e SESSION_SECRET=... claimsfy-desk

2. Add your team

Sign in as admin, then add people in 👤 → 👥 Manage users:

  • Supervisor: sees and assigns every claim. Supervisors approve payments and authority requests within the limits an administrator sets (Payments tab → ⚙ Authority limits).
  • Desk adjuster: sees their own and assigned claims.

Field adjusters aren't added here: they work in Claimsfy Field. Existing field adjuster accounts keep working, and while you have any, the Dispatch board for your own field adjusters stays available.

Each person gets a temporary password and chooses their own at first sign-in.

Or open 👤 → 🗂 Desk team & assignments, turn on the sign-up link, and send it out. People who sign up become desk adjusters; make supervisors in Manage users. Turn the link off when everyone is in.

3. Assign claims

  • From the team page (supervisors and administrators): every claim, with its status, desk adjuster, field adjuster and client.
    • Choose a name in the Desk adjuster column to assign or reassign a claim. It appears on that adjuster's screen within seconds and leaves the previous adjuster's screen.
    • Not assigned filters claims nobody owns. Download list gives a spreadsheet.
  • From the claim: a supervisor sets the desk adjuster under Claim assignment on the Notice of Loss tab. That makes them the claim's owner.
  • New claims belong to whoever creates them. A desk adjuster can add a field adjuster or watchers to their own claim, but can't hand it to another desk adjuster. That's the supervisor's call.
  • Type of claim: New claim (or ＋ New on the queue) asks for the type of claim with four buttons: Property, Liability, Auto or Workers' Comp. The line you're working in starts selected, so it's one tap to change. The claim opens with that line's notice of loss fields, checklist, estimate and letters.

A supervisor's computer downloads only the claims they work on or open. To keep every claim on that computer, tick Keep every claim on this device on the team page.