Simple public adjusting office workspace
AdjusterDesk
Stop running your adjusting business out of spreadsheets, email, and memory. Keep claims, clients, documents, follow-ups, payments, deadlines, fees, and invoices in one practical place for a solo or small public adjusting office.
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Today view
Overdue
4
Due today
7
Receivables
$8,450
Work the office in this order
Call client about missing photos
Due today · Water claim · Dana
Follow up with carrier desk adjuster
Tomorrow · Wind roof leak · Luis
Record partial fee payment
$1,200 check · Invoice AD-1042
Start with the path that fits your office
Need software for active claims?
See how AdjusterDesk helps small offices run the first 10-50 active claims without spreadsheet chaos.
Still in spreadsheets?
Start with a clean free claim tracker and move to AdjusterDesk when your workflow gets messy.
When the office is spread across too many places
Small public adjusting offices often run on a mix of spreadsheets, inboxes, paper templates, reminders, accounting tools, and memory. That can work for a while, until follow-ups, deadlines, missing documents, settlement checks, and fee invoices all need attention at once.
One workspace for the daily claim work
AdjusterDesk is a simple office workspace for tracking the pieces a small public adjusting firm already works with every day.
Claim tracking
Keep each claim, carrier, policy number, loss type, status, and next step in one place.
Client and contact organization
Track the people, property details, phone numbers, emails, and assigned office user tied to the file.
Documents and notes
Keep claim documents, photo notes, requests, call notes, emails, texts, meetings, and inspections close to the claim.
Follow-ups and deadlines
See open tasks, overdue work, upcoming dates, missing documents, and carrier follow-ups before they slip.
Settlement and payment tracking
Record demands, carrier offers, accepted settlements, checks, partial payments, and payment notes.
Fee and invoice tracking
Track public adjuster fees, invoices, balances due, issued dates, due dates, and receivables.
Built for solo adjusters and small offices
Solo adjusters
Keep client files, claim dates, follow-up notes, and payments organized without running the office from your inbox.
Two to five-person offices
Give each person a shared view of open leads, active claims, assigned tasks, and money still outstanding.
Spreadsheet-heavy firms
Move toward a cleaner system while keeping the practical claim language your office already uses.
How it works
A straightforward flow from first call to settlement and fee tracking.
Start with a lead or client
Capture the basic contact, property, loss, and follow-up details without building a complicated file first.
Open the claim file
Track the carrier, policy, claim number, deadlines, documents, notes, and assigned office user together.
Work from Today
See overdue tasks, due dates, carrier follow-ups, missing client documents, and receivables before the day gets noisy.
Close the money loop
Record offers, settlements, checks, fee invoices, partial payments, and balances due from the same workspace.
Start with the plan that fits your office.
Choose your plan, create your workspace, and start using AdjusterDesk now. No credit card required. Subscribe from Billing when you are ready.