Audit-ready timeline
Audit-ready claim timelines for body shops
Every action timestamped. Every photo stage-tagged. Every signature attached with IP and device. The safety net for every minute of labor and every bolt, ready for any DRP audit, carrier dispute, or CSI review.
No credit card. Works with CCC ONE and Mitchell.
Plans from $49.99 per month per location, with a 14-day free trial. No credit card required.
Twelve concrete mechanisms that build the audit trail
Every line below is a real piece of the product, working in real time as the team handles the claim. Nothing has to be reconstructed at audit time.
Automatic timestamps on every action across the claim
Every status change, every photo upload, every signature, every supplement edit, every adjuster email, and every customer SMS gets an automatic timestamp with the user who took the action and the device they used. No 'who did this and when' questions later.
Documents attached to the timeline, not stranded in email
Estimates, supplements, photos, repair authorizations, betterment acknowledgements, parts invoices, sublet receipts, and DRP audit packets all attach to the claim timeline at the moment they happen. Nothing lives in someone's email forever.
Searchable history per claim, per customer, per VIN
Find any event, any supplement, any photo, or any message in seconds. Searchable by claim number, customer name, VIN, carrier, status, date range, or supplement state. The audit trail is the data, not a separate system to keep in sync.
Supplement aging with overdue flags
Every open supplement tracks days pending and surfaces warning, critical, and escalated flags. The aging dashboard shows green, amber, and red so the office manager can see at a glance which supplements need a follow-up today.
Tamper-evident records with audit log per workspace
Every edit is logged with the previous value, the new value, the user, and the timestamp. No silent overwrites. If a number changes, the change is visible in the audit log forever, with the user who changed it. That is how a real audit trail works.
E-signatures on the same record as the photos
Repair authorization, supplement approval, betterment acknowledgement, and delivery sign-off live on the same record as the photos and the supplements. Every signature carries a timestamp, IP address, and the device the customer used. The audit packet for any DRP review is one click instead of three.
Photos timestamped and stage-tagged from the bay
Bay photos are timestamped and tagged to the repair step they came from (pictures, estimate, teardown, supplement sent, supplement approved, started, completed, delivered). The carrier reviewer never has to ask 'when was this taken' because the answer is on the photo metadata.
Adjuster emails threaded to the claim with delivery receipts
Outbound adjuster emails sent through the connected Gmail or Outlook OAuth thread to the claim record. Inbound replies thread back automatically. Delivery receipts attach. No email thread escapes into a personal inbox.
Customer SMS threaded to the claim, not the personal phone
Two-way SMS through a Telnyx-provisioned workspace number lands on the claim record, not in a team member's personal phone. Every reply is part of the audit trail with the user who sent it from the workspace.
DRP audit packets export on demand
Auto-generated audit packet PDF for any claim, any date range, or any DRP carrier review. Includes the full timestamped timeline, all photos, all signatures, all supplements with approval status, all communication, and the final invoice. One click, ready for the carrier.
Row-level Postgres tenant isolation
Each shop's claim data is enforced at the database row level, not the application layer. A misconfigured permission cannot accidentally expose a claim across tenants because the database itself rejects the query. The audit trail is structurally protected, not just policy-protected.
Per-carrier performance exports for DRP reviews
Cycle time, payment speed, on-time rate, and supplement approval rate are calculated live per carrier in the Insurance Performance view and export on demand. When the carrier reviewer asks for the quarterly numbers, the answer is already calculated, not eyeballed from memory.
How the audit trail builds itself across one claim
Five steps, five roles, thirty days. The team works the claim normally. The audit trail builds in real time. No extra typing.
A new claim is created. The audit log records the creation timestamp, the front desk user, and the source (CCC ONE XML import). The work order is generated and the QR code is printed. Every subsequent action on this claim will roll up into the same timestamped timeline.
Teardown supplement opened. Estimator attaches three teardown photos that are auto-timestamped and stage-tagged to 'teardown'. Claim Audit flags two adjacent line items, estimator approves and the audit log records the approval with the estimator's user. Supplement transmits to State Farm.
Aging supplement surfaces on the dashboard at day 4 of 10 (State Farm window). AI drafts an adjuster follow-up email referencing the supplement, the photo, and the line items. Office manager reviews and sends from the connected Gmail OAuth. The email threads to the claim and the audit log records the send.
Customer signs the supplement betterment acknowledgement from the portal on her phone. Signature attaches to the claim with the timestamp, the IP address, and the device used. Audit log records the signature event with the signed PDF as an attachment.
State Farm requests a DRP audit packet for Q1 reviews. Owner clicks 'Export audit packet' on each affected claim. The PDF includes the full timestamped timeline, all photos with stage tags, all signatures with IP and device, supplement timing against the State Farm window, and the final invoice. Sent to the carrier reviewer in five minutes.
Audit trail in Claimory vs CCC ONE vs Mitchell vs Excel
CCC ONE and Mitchell document the estimate. Excel documents whatever someone remembers to type. Claimory documents the whole claim, automatically.
| Audit capability | Claimory | CCC ONE | Mitchell | Excel |
|---|---|---|---|---|
| Automatic timestamps on every action | ||||
| Photos stage-tagged and timestamped | ||||
| Edit history with previous and new values | ||||
| Audit packet PDF export per claim | ||||
| Adjuster email threaded to the claim | ||||
| Customer SMS threaded to the claim | ||||
| Per-carrier performance view (cycle time, payment speed, approval rate) | ||||
| Row-level database tenant isolation |
What an audit-ready timeline saves your shop
Conservative estimates, not measured averages.
Quarterly DRP audit prep means scrolling through email threads, screenshotting CCC notes, and reconstructing timelines. Time your own last audit to see what it costs. Claimory exports the full audit packet in one click.
Photos are auto-timestamped and stage-tagged when they post to the claim. Signatures attach with IP and device automatically. The 'we never got that signed' moment goes away.
When a customer disputes a charge or a damage claim, the timestamped timeline with bay photos and signed authorizations resolves it in minutes. No memory, no he-said-she-said.
Cycle time, payment speed, and approval rate roll up per carrier, so the quarterly review is a confirmation, not a discovery.
What is an audit-ready claim timeline, and why does my body shop need one?
An audit-ready timeline means every action on every claim is automatically timestamped and exportable as a single packet for a DRP carrier audit, a customer dispute, or an internal CSI review. The timeline is built in real time as the team works the claim, not reconstructed under pressure later.
DRP carriers like State Farm Select Service, Geico ARX, Progressive DRN, Allstate Good Hands, and USAA STARS review program shops on a quarterly or annual cadence. They look at cycle time, severity, supplement timing, CSI scores, and documentation completeness. Shops that cannot produce a clean audit packet on demand risk losing program status, which directly cuts referral volume.
Claimory builds the audit trail across every surface that matters: estimate import, photo timestamps and stage tags, signatures with IP and device, supplement aging against deadlines you set, adjuster email threads, customer SMS threads, parts orders, sublet receipts, and final payment posting. Every edit carries an audit log entry with the previous value, the new value, the user, and the timestamp. No silent overwrites.
When the carrier reviewer asks for documentation, the answer is one click: a PDF audit packet with the full timestamped timeline, all photos with stage tags, all signatures with IP and device, supplement timing against the carrier window, and the final invoice. Plans from $49.99 per month per location, with a 14-day free trial. No credit card required.
Frequently asked questions
What does 'audit-ready timeline' mean for a body shop running insurance claims?
An audit-ready timeline means every action on every claim is automatically timestamped, attached to the claim record, and exportable as a single packet for a DRP carrier audit, a customer dispute, or an internal CSI review. Claimory builds this audit trail in real time as the team works, so when the carrier reviewer asks for documentation later, the answer is one click instead of a week of scrambling through email threads and personal phones.
Why does a body shop need an audit trail, and what is at risk without one?
DRP carriers (State Farm Select Service, Geico ARX, Progressive DRN, Allstate Good Hands, USAA STARS, and others) review program shops on a quarterly or annual cadence. They look at cycle time, severity, supplement timing, CSI scores, and documentation completeness. Shops that cannot produce a clean audit packet on demand risk losing program status, which directly cuts referral volume. A claim-level dispute with a customer or a carrier without timestamped photos and signatures comes down to memory, which the shop almost always loses.
How is Claimory's timeline different from notes in CCC ONE or Mitchell?
CCC ONE and Mitchell record the estimate and any direct messages with the carrier, but they do not consolidate photos from the bay, two-way customer SMS, repair authorizations, parts orders, sublet receipts, supplement aging, and final payment posting onto a single timestamped record. Claimory builds the audit trail across all of those surfaces because the audit question is 'what happened on this claim from first call to final payment', not just 'what did the estimate say'.
Does Claimory's audit log show edits and who made them?
Yes. Every edit on a claim record is logged with the previous value, the new value, the user, and the timestamp. No silent overwrites. If a supplement total or a labor rate is changed, the change appears in the audit log forever, with the user who made it. That is the difference between a real audit trail and a system that just shows the current state.
Can I export an audit packet for a specific carrier review or claim dispute?
Yes. The DRP audit packet exports as a PDF for any claim, any date range, or any specific carrier program. The packet includes the full timestamped timeline, all photos with stage tags, all signatures with IP and device, all supplements with approval status and timing, all customer and adjuster communication, and the final invoice. One click, ready to send to the carrier reviewer.
How long does Claimory keep claim records, and what happens if I cancel?
Active claim records are retained for the full life of the workspace. On cancellation, every claim exports on demand as a clean PDF with the full audit trail, plus CSV exports for the relational data. After the export, primary systems and backups are purged according to the data retention policy in the data processing addendum. Nothing is left orphaned in our systems beyond the contractual window.
Is the audit log secure, and how is data isolated across shops?
The audit log runs on Postgres row-level security so a misconfigured permission cannot accidentally expose a claim across tenants. The database itself rejects cross-tenant queries. OAuth tokens for Gmail and Outlook are stored encrypted at rest. Token URLs for customer portals carry a time-to-live so a forwarded link does not become a permanent leak.
What does the audit-ready timeline cost, and is it included on Starter?
The audit log, timestamped timeline, photo timestamps, audit packet PDF export, and edit history are all included on every paid plan starting at Starter ($49.99 per month per location) with a 14-day free trial. No credit card required. Carrier scorecards ship from Professional up; per-DRP audit packet templates ship on Elite ($349.99 per month per location).
Stop scrambling for documentation at audit time.
Build the audit trail in real time as the team handles the claim. One-click PDF export when the carrier asks. Plans from $49.99 per month per location, with a 14-day free trial. No credit card required.
No credit card. Works with CCC ONE and Mitchell.