Drodat Claim Workflow Overview

Add a Property
​Start by creating a property where data and pre-claim information are stored.

Add Contacts
​Add the homeowner, insured, and any relevant people or companies.

Data Research
​Enrich the property and contacts with additional information.

Create an Intake
​Capture initial details about the opportunity, referral, or potential claim.

Create a Contract
​Generate and send a contract to formalize the agreement.

Create a Project
​Set up a project to manage the job and workflow.

Schedule & Perform Inspection
Schedule tasks, perform inspections, and begin collecting field data.

Upload Documents & Photos
​Add photos, files, and supporting documentation.

Generate Reports
​Create reports such as inspection, weather, permit, or full reports.