Product
A daily operating workspace for public adjusting offices.
AdjusterDesk follows the way a small office works: intake, claim setup, documents, follow-ups, carrier offers, settlement payments, fees, invoices, and the Today view.
The workflow from lead to Today
Lead and client intake
Enter the client, property, loss type, contact details, source, and first follow-up date when someone reaches out.
Claim setup
Create the claim file with carrier, policy, claim number, date of loss, deadline date, status, and assigned office user.
Documents and notes
Keep document requests, uploaded file notes, call logs, emails, text notes, meetings, and inspections tied to the claim.
Follow-ups and deadlines
Track open tasks, due dates, missing items, carrier follow-ups, and claim deadlines before they turn into emergencies.
Carrier offer
Record demand amounts, carrier offers, accepted amounts, dates, and notes as settlement discussions move forward.
Settlement payment
Track checks, partial payments, payees, payment dates, and notes so money movement is visible from the claim.
Fee and invoice tracking
Create fee invoices, record fee percentage, see balances due, and keep unpaid receivables in view.
Today view
Start the morning with a plain worklist for overdue tasks, due dates, missing client documents, carrier follow-ups, and money still open.
What the office sees each morning
Today brings open work into one view, so the next call, deadline, missing document, or unpaid invoice is easier to spot.
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
See the product with a real small-office workflow.
Request a short demo focused on your office's current spreadsheets, document folders, follow-up habits, and fee tracking.