Resources
Practical resources for small public adjusting offices.
These sections will hold first-use guides, spreadsheet help, walkthrough material, checklists, and templates as the site grows.
Resource library
Available now
Founding office offer
Try AdjusterDesk with your first 10 active claims and review the feedback-period offer.
Coming soon
Getting started
A simple first-day guide for setting up users, leads, claims, documents, tasks, and the Today view.
Coming soon
Importing from spreadsheets
Plain guidance for cleaning up lead and claim spreadsheets before importing them into AdjusterDesk.
Coming soon
Demo walkthrough
A short walkthrough of the main office flow from lead intake to claim tracking, documents, money, and reports.
Coming soon
Small office claim tracking checklist
A practical checklist for keeping client details, carrier details, deadlines, documents, payments, fees, and invoices visible.
Coming soon
Templates
Starter examples for follow-up tasks, document requests, and claim communication notes.
Need help choosing your next step?
Start free trial, download the free tracker, or email us with practical questions about your office workflow.