Check the file before the carrier does
Restoration firms get short-paid when the job file doesn't prove the work. Agents check estimates and job files against your rules, a named reviewer approves every exception, and every claim keeps a record.
The playbook in 54 seconds
What each agent checks and who decides the exceptions. All videos
What you can build for restoration and property claims
Estimate pre-audit
Estimate pre-audit reads a restoration estimate and the daily drying logs. It checks every equipment line is backed by the logs, billed days do not exceed logged days, the water category is stated and no line repeats, then sends failures to a claims reviewer.
Tested: clean set completed; 3 of 3 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that pre-audits a restoration estimate before it goes to the insurer. From the estimate PDF and the daily drying logs, extract the job number, loss date, water category, each line item with quantity and unit price, the equipment lines with the number of days billed, and the total. From the drying logs, extract the equipment placed and the dates it ran. Check that every equipment line is backed by the drying logs, that the equipment days billed do not exceed the days logged, that the water category is stated, and that no line item is duplicated. If any check fails, send it to the claims reviewer for a decision. Then write a short pre-audit note listing each check and its outcome.
Drying log completeness
Drying log completeness reads a water damage drying log. It checks every affected area has a reading every day, each reading is signed, and final readings reach the dry standard before equipment is removed, then sends gaps to the project manager.
Tested: clean set completed; 3 of 3 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that checks a water damage drying log for completeness. Extract the job number, each affected area, the date of each moisture reading with the reading value and the technician, the equipment placed and removed with dates, and the dry standard for each material. Check that every affected area has a reading for every day of the job, every reading is signed by a technician, and the final readings reach the dry standard before equipment was removed. If any check fails, send it to the project manager to decide whether to add a reading, explain the gap or hold the job. Then write a short log review listing each gap.
Supplement packet
Supplement packet reads the original estimate, new readings, photo list and technician notes. It checks every added line has supporting evidence and none repeats an existing line, sends gaps to the estimator, and drafts the explanation for the adjuster.
Tested: clean set completed; 2 of 2 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that prepares a supplement request for an insurance adjuster. From the original estimate, the new moisture readings and photos list, and the technician's notes, extract each added line item with the reason it was added. Check that every added line has a supporting reading, photo reference or note, and that none duplicates a line already in the original estimate. If any line is unsupported, send it to the estimator to fix or remove. Then write a short supplement explanation for the adjuster covering each added item and its evidence.
Job file close-out
Job file close-out reads the work authorisation, certificate of completion, photo list and final invoice. Before invoicing it checks signatures, photos for every area and that the invoice matches the estimate within a set margin, then sends problems to the office manager.
Tested: clean set completed; 3 of 3 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that checks a restoration job file is complete before invoicing. From the signed work authorisation, certificate of completion, photo list, drying log summary and the final invoice, extract the job number, customer, dates, signatures and totals. Check that the work authorisation is signed, the certificate of completion is signed and dated, before and after photos are listed for every affected area, and the invoice total matches the estimate total within 2 percent. If any check fails, send it to the office manager to resolve before invoicing. Then write a short close-out record.
National account service check
National account service check reads the service agreement, dispatch record and invoice. It checks arrival time against the agreed response time and every invoiced rate against the rate schedule, then sends breaches to the account manager.
Tested: clean set completed; 2 of 2 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that checks a national account job against its service agreement. From the service agreement rate schedule, the dispatch record and the invoice, extract the response time target, the rates by service, the dispatch time, the arrival time and each invoiced line with its rate. Check that the arrival was within the agreed response time and every invoiced rate matches the agreed rate. If either check fails, send it to the account manager to approve a credit or correct the invoice. Then write a short account review.
The brief is what you type into the Docy AI assistant. Agents tagged Open Docy can also be built by hand on the open-source canvas. Agents tagged Docy AI may need custom code, a knowledge list or a policy node, which Open Docy does not include.
Your rules. A person's decision. A record.
Send the job documents
Upload the estimate, drying logs, photo lists and job documents.
Apply your rules
Your drying standards, equipment rules, margins and rates are checked the same way on every job. Anything that fails goes to a named reviewer.
Keep the record
Each run records what was found, what was expected and who approved it, so you can show a carrier how a file was checked.
Be clear about the limits
- No estimating-software connection. Agents read exported estimate PDFs and reports; they don't connect to Xactimate or job-documentation apps.
- They don't write estimates or replace your estimators.
- No legal or coverage advice. Claim and assignment rules vary by state.
- No guarantee of payment. It makes the file stronger; the carrier still decides.
- These agents check documents against rules you set. They do not replace the people who make the decision.
- We have tested these: each completed a clean test set and flagged the errors we planted in a flawed one. Test on your own files before relying on them.
Want to try one on your own restoration and property claims documents?
Tell us which documents you work with and which check would save you the most time.