Learn Claimory, start to finish.
Plain-English walkthroughs for every part of the app, from your first claim to supplements, the customer portal, Claimory AI, and the settings that run your shop. No jargon, no guesswork.
No credit card. Works with CCC ONE and Mitchell.
Getting Started
Set up your shop and learn your way around in your first hour.
Claims and Supplements
The core of Claimory: run a claim from intake to payment and catch every supplement.
Creating Claims
Start a claim by hand or import an estimate from CCC ONE, Mitchell, or Audatex.
Claim Detail
Everything about one car in one place: the tabs, the cards, and every action.
Supplements
Catch and track the additional damage that most shops leave unbilled.
Total Loss
Move a claim into the total-loss workflow when the car is not worth repairing.
Daily Work
Cash jobs, tasks, and the calendar that keep the shop moving.
Cash Jobs and Estimates
Quote a customer, run non-insurance work, and invoice it, with full profit tracking.
Tasks
Track team to-dos in a list or a drag-and-drop board, linked to claims and jobs.
Calendar
One schedule for deliveries, deadlines, appointments, and follow-ups.
Estimator Portal
A separate workspace for independent estimators to capture damage and build estimate packages.
Communication
Email, SMS, and the customer portal that ends the status calls.
Email Hub
A full email client inside Claimory, with smart folders and emails linked to claims.
SMS Messaging
Text customers from a shop number, with AI rewrite and automatic status updates.
Customer Portal
Give customers a self-serve page to track their car, view photos, and pay.
Claimory AI
Your second set of eyes: audits, drafts, and answers in seconds.
Back Office
Parts, loaners, reporting, and automation behind the scenes.
Inventory and Parts
Track stock, purchase orders, receiving, and the vendors you buy from.
Loaners and Rentals
Manage your loaner fleet, active rentals, and e-signable rental agreements.
Reports
Cycle time, carrier performance, financials, and exports in the Command Center.
Automation
Build IF/THEN rules that act on claims automatically.
Setup and Admin
Settings, team, roles, and billing for owners and managers.
Workspace Settings
Set your shop info, labor rates, integrations, and customer-notification defaults.
AI Settings
Control how Claim Audits behave, and the safety switches that keep AI in check.
Team and Roles
Invite members, set roles, and manage seats.
Account
Manage your profile, security, notifications, and personal preferences.
Billing
Choose a plan, upgrade or downgrade, and manage payment through Stripe.