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    Claimory
    326 updates shipped

    What's New

    Every feature, improvement, and fix we ship for Claimory. No tech jargon, just real updates that make your shop run better.

    326
    Updates
    109
    Major Features

    September 2026

    (58 updates)
    Bug FixSeptember 26, 2026

    Find Anything From Anywhere With Ctrl+K

    Press Ctrl+K on any screen and the quick search opens. It looks across your claims, cash jobs, estimates, payments, files, vendors, tows and your team in one pass, so you can type a claim number, a customer name, a plate or a vendor and jump straight to it without leaving what you were doing.

    Design UpdateSeptember 26, 2026

    The Claim Number Leads On Every Card

    The claims list reads in blue and neutrals, with the claim number first on each card, so you can run your eye down a column and land on the one you want. Status keeps its own pill instead of competing with a colored stripe and two other hues for your attention.

    Design UpdateSeptember 26, 2026

    Buttons And Links Hold Up On Any Screen

    Every gradient button, the skip link and the links on the legal pages carry stronger contrast, so they stay readable on a bright screen out on the shop floor or on an older monitor at the front desk. Claimory's blue tints and hairlines now paint the way they were designed to, right across the app.

    ImprovementSeptember 26, 2026

    Better Keyboard And Screen Reader Support

    Tab through Claimory and you can always see where you are, including in the quick search palette. Every page names itself in the browser tab, which makes a row of open tabs readable, and Claimory follows your device setting when you have asked for reduced motion.

    New FeatureSeptember 24, 2026

    See Every Rental Agreement And Who Signed It

    Fleet is part of Professional and higher. A Rental Agreements tab lists every agreement your shop has sent, with a search box for customer, vehicle or email and a status filter, so you can see at a glance which ones came back signed. The copy your customer signs on their phone carries your full rental terms, word for word the same as the printed version and the PDF, and its cover sheet records plate, odometer out, fuel out and expected return. Check a car back in and it returns to your available list with the closing odometer recorded.

    ImprovementSeptember 24, 2026

    Log A Car Already On Your Lot In One Pass

    Towing is part of Professional and higher. When a car arrives on a hook, press New Tow and pick Car Is Already Here: Claimory saves it as delivered and stamps the time it arrived, so the front desk logs an arrival in one pass. The same chooser covers scheduling a pickup for later, and adding a tow truck, a driver or a towing provider. Towing opens on your active tows, with Tows, Trucks and Drivers across the top.

    Design UpdateSeptember 24, 2026

    Switch Lists And Start New Work In One Place

    Cash Jobs, Inventory, Towing and Fleet put their list switcher on the left and the button that starts a new job, tow or rental on the right, together on one row. Those switchers carry live counts, so active jobs, estimates, items on hand, open parts orders, vendors and rentals running are all on screen before you click into any of them. Calendar carries Month and Week with Add Event beside them, and Tasks keeps Task per Claim, Export and Create Task together.

    ImprovementSeptember 24, 2026

    Claims And Inventory Open The Way You Left Them

    Claims and Inventory remember whether you were last looking at cards or at the list. Pick the one you like on each screen and it comes back that way the next time you open it in the same browser. Inventory starts on cards, with the denser list one click away.

    ImprovementSeptember 24, 2026

    Wider Columns On The Tasks Board

    The Tasks board runs on three wide columns: To Do, In Progress and Done. Each takes a third of the board on a desktop screen, so a card has room across it for the title, the due date and who it is assigned to. A task set to Waiting sits in To Do, and dragging it to In Progress or Done sets that status. Waiting is still there to pick when you create or edit a task, and it keeps its own group on a claim's Tasks tab and on a cash job's Tasks tab.

    New FeatureSeptember 23, 2026

    Charge Tax On A Loaner Rental

    Set your rental tax rate once in Settings under Tax and every new rental picks it up. The rate is saved onto the rental itself, so changing it later never restates what an older rental charged, and the signed agreement shows the tax on its own line. Lending a courtesy car or billing the carrier? Mark that rental tax exempt.

    Bug FixSeptember 23, 2026

    Your Cash Job Keeps Every Number You Enter

    Prices and costs typed into the new cash job wizard are saved with the job, and pressing Next onto the Costs step now takes you to it rather than finishing the job early. Your totals and your profit read right from the moment you create it.

    ImprovementSeptember 23, 2026

    The Sidebar Fits Your Screen

    On a shorter monitor the left menu could turn into a scrolling strip, which pushed the items at the bottom out of sight. It now closes up its spacing by just enough to fit whatever screen you are on. The icons and the labels stay exactly the size they always were.

    Design UpdateSeptember 23, 2026

    Starting Something New Looks The Same Everywhere

    New Claim, New Job, New Rental, Add Item and New Tow all open the same way now: same size, same steps across the top, same buttons at the bottom. New Tow also asks first whether you are booking a tow or adding a truck to your fleet. Clicking outside any of them closes it.

    New FeatureSeptember 22, 2026

    Send A Cash Job Quote For Signature

    Open a cash job, press Actions and pick Send for Signature. Your customer gets one link by email or text, opens the quote on their phone with its line items and total, and signs it there. No account, no app, no printing.

    New FeatureSeptember 22, 2026

    See Where Every Signing Link Got To

    A cash job's Estimate tab lists the links you have sent and what happened to each one: sent, opened, signed or declined, with the time beside it. If a customer says it never arrived, copy the link again from that same list.

    New FeatureSeptember 22, 2026

    A Customer Can Decline, And Tell You Why

    Someone who does not want the work can decline the request and leave a reason, instead of closing the tab and leaving you guessing. Their answer shows on the job, so you know the difference between a no and a not yet.

    ImprovementSeptember 22, 2026

    The Price They Sign Is The Price You Can Bill

    A quote's figures are frozen the moment you send it for signature. Edit the job afterwards and your customer still signs exactly what you showed them, so there is never a gap between the number they agreed to and the number on the invoice.

    Design UpdateSeptember 22, 2026

    Billing Add-ons Line Up With Your Plans

    On the Billing screen the Add-ons view now sits at the same height and in the same shape as Monthly and Annual, so moving between the three no longer shifts the cards around under your cursor.

    New FeatureSeptember 21, 2026

    Set Your Shop's State Yourself

    Settings now has a State or Province dropdown under your shop address, so typing the address by hand no longer leaves your state blank. Your tax settings pick from the same list instead of a free-text box. Claim Audit and Claimory AI read that state to scope the rules they cite, so filling it in makes those answers specific to where you actually work.

    ImprovementSeptember 21, 2026

    Your Tax Screen Updates The Moment The AI Changes A Rate

    Ask Claimory AI to update a tax rate and the Financials tax screen shows the new rate right away, with no reload needed.

    Bug FixSeptember 21, 2026

    A Profitable Claim No Longer Looks Like A Loss

    The Least Profitable Claims panel in your Financial Center colored every row red, so a claim that actually made money still read as a loss. A profit now shows in the same blue as your Most Profitable Claims and only a real loss shows in red, on both the dollar amount and the margin underneath it.

    Bug FixSeptember 21, 2026

    Add Opens A Blank Entry Every Time

    On a claim's Financials tab, pressing Add after you had canceled an edit used to reopen the entry you just closed, and saving it failed. Add now opens blank for costs, labor and payments alike, and while you are editing, the dialog says so instead of offering to record a new one.

    ImprovementSeptember 21, 2026

    An Other Cost Type On Claims And Cash Jobs

    A cost that is not Parts, Sublet, Labor or Misc now has somewhere to go. Pick Other on a claim or a cash job cost entry rather than forcing it into Misc.

    New FeatureSeptember 15, 2026

    Mark A Cash Job Payment Received

    Open a cash job's Financials tab and each payment shows Pending or Paid. Owners, admins and managers can press Received on a pending payment and it is marked Paid with today's date, and the job's profit, its card and your dashboard update right away. Claims have the same Received button on their Financials tab.

    ImprovementSeptember 15, 2026

    Money Counts The Day It Is Received

    A Pending payment is money you are expecting, so it stays out of collected this month, revenue, profit and a job's paid total until someone marks it received. Once it is marked received it counts everywhere: the dashboard, the Financial Center, job cards, invoices and PDFs, the customer portal and Claimory AI. Outstanding on the dashboard is each claim's quote minus what has come in.

    Bug FixSeptember 15, 2026

    Deposit Requests Save To The Cash Job

    Request a deposit on a cash job and it saves on the job as a Pending payment, so it shows in the Financials tab and you can mark it Received when the customer pays. Already Paid on the request counts only payments marked Paid.

    ImprovementSeptember 15, 2026

    Payment Aging And Collection Rate See Every Balance

    The Payment Aging and Collection Rate panels read every open balance your shop has: claim payments, cash job payments and customer invoices. Aging shows how long each payment has been open, and Collection Rate compares what you billed with what you collected, split by who paid.

    ImprovementSeptember 15, 2026

    Claim Audit Names The Photo It Means

    Claim Audit findings point to your files by number or name, like Photo #3 or PDF #1 page 2, and the photo evidence list shows file names, so you can open the exact photo on the claim in a second.

    New FeatureSeptember 14, 2026

    Act On A Claim Audit Finding In One Click

    Each finding in a Claim Audit has buttons to Add Line to your draft supplement, set a Follow Up task, Add Note to the claim, or Request Photos. Anything your approval settings hold back waits in a Waiting for your approval list at the top of the Overview tab.

    New FeatureSeptember 14, 2026

    A Supplements Tab On Every Claim

    Every claim has a Supplements tab between Financials and Emails. Open a supplement to read its line items, including ones Claimory AI drafted, mark a draft as sent so the date submitted and the carrier's response time are recorded, and confirm before you deny one.

    New FeatureSeptember 14, 2026

    Claim Audit Asks For Your Labor Rates First

    A Claim Audit prices missed labor with your shop's own rates. When body or paint rates are not set yet, it asks for them before the audit starts and saves them to Settings, under Labor Rates, so your credit goes to an audit that prices labor. You can still skip and run it without rates.

    ImprovementSeptember 14, 2026

    Approved Claimory AI Actions Show As Done

    Reopen a Claimory AI chat and every action you approved shows as done, and an approved supplement links straight to the claim's Supplements tab. Ask whether something saved and Claimory AI answers from your workspace's action log.

    New FeatureSeptember 14, 2026

    Tool Activity For Owners And Managers

    Owners, admins and managers can open Tool Activity from the Manage menu to see each action Claimory AI ran in your workspace and who ran it, with a filter by tool.

    SecuritySeptember 14, 2026

    Stronger Security For Claimory AI

    Claimory AI and the email assistant only read and act inside a workspace you belong to.

    New FeatureSeptember 14, 2026

    Let Claimory AI Send What You Approve

    Workspace owners have a new switch in Settings, under AI: Let Claimory AI send approved messages. With it on, pressing Approve & Run on an email Claimory AI wrote sends it from your connected inbox, and a customer portal message is posted for the customer to read. Every shop starts with it off, where Claimory AI still writes the message and your team sends it.

    New FeatureSeptember 14, 2026

    Share A Claim With The Adjuster Or Attorney

    Open a claim's action menu and choose Portal Links to make a link for the customer, the adjuster or an attorney. Whoever opens it enters the claim number and the customer's last name, plus the claim's 4-digit PIN when it has one, before anything shows. An adjuster or attorney link opens a read-only view of that one claim, and every link expires after 30 days, or the moment you remove it.

    SecuritySeptember 14, 2026

    Stronger Security On Printed Documents

    Printed rental agreements and P&L statements now treat every name, label and vehicle detail as plain text, so nothing typed into a record can change what the printout does.

    Bug FixSeptember 13, 2026

    Your P&L Carries Your Shop's Name

    The P&L statement you export from the Financial Center now prints your shop's name at the top, ready to hand to your bookkeeper.

    ImprovementSeptember 13, 2026

    Unused Claim Audits Keep Adding Up

    On Professional and Elite, the Claim Audits you do not use in a month carry over with no expiry date, up to twice your plan's monthly amount: 60 on Professional and 200 on Elite. Credit packs never expire and sit on top of that. Your billing page shows the balance and when it next tops up.

    ImprovementSeptember 12, 2026

    Claimory.io Is Now Version 2

    The Claimory website has been revamped into version 2. Feature pages go much deeper, with real screenshots of the app, straight answers to the questions shops ask, and walkthroughs you can click through, and pricing lays out every plan side by side. It is the best place yet to show a teammate or another shop owner what Claimory can do.

    New FeatureSeptember 12, 2026

    See How Long Your Jobs Really Take

    Open the account menu, choose Manage, then Financial Center, and there is a new Cycle Time tab. It shows your average days from start to finish with the number of jobs behind it, your fastest and slowest, how many cars are in the shop right now, the typical days between each repair stage, and the jobs sitting longest with the stage each one is waiting on.

    ImprovementSeptember 12, 2026

    Your Cycle Time Counts Every Finished Job

    Cycle time now runs from the day a car starts to the day it is finished, and it counts the jobs you mark Completed as well as the ones you mark Delivered. Where a job has no start or finish date to work from, Claimory shows a dash instead of a confident zero.

    New FeatureSeptember 12, 2026

    Claimory AI Can Prove More Of The Law

    Ask about labor rates, storage and lien limits, how long a carrier has to acknowledge and pay, appraisal, total loss, anti-steering, or diminished value, and Claimory AI answers with the statute or the court's own words, quoted and linked. It is blunt where the law is blunt: not one of the twenty states checked entitles your shop to its posted rate, and a total loss threshold percentage is a titling rule, not a rule that forces a carrier to total a car.

    Bug FixSeptember 12, 2026

    The Quote Your Customer Receives Adds Up

    Three fixes to the quote PDF you send out. Line amounts on older estimates printed as NaN instead of dollars and now print the real figure, the tax line shows the rate you actually charge because it reads against the taxable lines only, and sublet work is named Sublet instead of Misc.

    Bug FixSeptember 12, 2026

    One Running Total While You Build An Estimate

    The total at the top of the Quote step now rounds to cents, so it matches the Summary card sitting right beside it instead of trailing a long string of decimals.

    Bug FixSeptember 12, 2026

    A Cash Job's Cost Reads The Same Everywhere

    Cost adds up the same way on the board, on the job card, on the job page, and in its Financials tab. A job that showed one cost on its card and zero on its own page now shows one figure, and profit follows it.

    Bug FixSeptember 12, 2026

    Estimate And Cash Job Numbers Run In Order

    New estimates and cash jobs are numbered from the highest number your shop already has, so EST-00013 follows EST-00012. The long clock-style numbers are gone, and a workspace that picked some up keeps counting from its real highest number.

    Design UpdateSeptember 12, 2026

    One Color For Money

    Pipeline Value, Total Estimate and Profit each used to be a different color depending on where you looked. Money now reads in Claimory blue across your boards, both estimate wizards and a job's financials, with negative profit still in red.

    Bug FixSeptember 12, 2026

    Billing Status On A Tow Says One Thing

    A tow saved as Paid used to open with its billing status blank, and one screen could say Paid while the next said Collected. Every screen now uses one set of words: Not Billed, Billed, Collected, and Internal Only. Nothing in your records changed, only what you read.

    ImprovementSeptember 9, 2026

    Ask Claimory AI Who Is On The Claim

    Claimory AI now reads the contacts saved on a claim. Ask who the adjuster is, or who to call at the tow yard, and it comes back with the name, the number, and how that person is tagged, without you opening the contacts panel yourself.

    ImprovementSeptember 9, 2026

    Every Sourced Answer Shows Its Source

    Ask Claimory AI about your state's rules, an OEM procedure, or an estimating guideline and it quotes the page it read and links it. If a source is out of reach it says so up front and stays with guidance you can check yourself, and a Claim Audit run at that moment leans on your own photos and estimate lines instead.

    ImprovementSeptember 9, 2026

    More Estimating Rules Behind Every Supplement

    Claimory AI's reference library keeps growing. It now carries twenty more rulings on which operations are already inside a labor time and which you bill separately, and the state rules and manufacturer positions it quotes are checked against the official source they came from.

    ImprovementSeptember 9, 2026

    Paste A Claim Audit Note Straight Onto The Line

    The ready-to-paste note from a Claim Audit now opens with the technical or regulatory reason and closes with the specific ask, so it drops onto a line item in your estimating system as it is. No header to delete, and no repeating prices that are already sitting on the line.

    ImprovementSeptember 6, 2026

    Claimory AI Tells You What It Can Do

    Open Claimory AI and it now says up front what it covers: claims, supplements, carriers, and your shop numbers. Ask it to pull a figure, draft what goes out next, or walk you through a screen you have not used yet. The panel header is cleaner too, and it reads properly on a phone.

    Bug FixSeptember 6, 2026

    Adding A Teammate Fits Your Phone Screen

    The Add Member button on your Team page now stays inside the card at every phone size. Invite someone from your phone without turning it sideways or hunting for the button off the edge of the screen.

    ImprovementSeptember 2, 2026

    Snap Claim Photos Straight From Your Camera

    Open a claim, go to Files, and Take Photo opens your camera right in the app. Shoot the damage, a VIN plate, or a parts tag and it lands on the job without switching apps or digging through your gallery. Cash jobs work the same way.

    New FeatureSeptember 2, 2026

    Save A Cash Job Estimate And Reuse It

    Quote the same kind of job over and over? Save that estimate as a template and drop it into the next cash job in one tap. Star the ones you reach for most and they sit at the top, and Claimory keeps count of which ones you actually use.

    SecuritySeptember 2, 2026

    Password Rules Are Spelled Out Before You Type

    Changing your password now shows exactly what it needs up front: at least 8 characters, with an uppercase letter, a lowercase letter, and a number. If one is missing, Claimory names the one to fix.

    August 2026

    (26 updates)
    New FeatureAugust 21, 2026

    Parts Orders Have Their Own Screen

    Open Inventory, then More, then Parts Orders to see what you have on order and what has arrived. Log an order against a job, mark it shipped, and record what came in, line by line. Claimory AI can open one for you too, and those now show up here with the right numbers. Inventory comes with every plan above Starter.

    Bug FixAugust 21, 2026

    Dashboard Buttons Open The Same Screens As The Rest Of Claimory

    New Claim on your dashboard now gives you both paths, upload an estimate or type it in, exactly like the Claims page does. New Cash Job, New Estimate, Quick Task, and New Event open the screens you already know too, so nothing looks different depending on where you started.

    New FeatureAugust 21, 2026

    Pick The Date When You Add A Calendar Entry

    Adding an event now has a date field you can change. Schedule something for next Tuesday without opening that day on the calendar first.

    ImprovementAugust 21, 2026

    Five Dashboard Panels Now Show Your Real Numbers

    Calendar, Supplements, Team Status, Pinned Notes, and Recent Estimates pull live from your shop instead of sitting empty. The default panel lineup now opens with your calendar, so the first thing you see is what is happening today.

    Bug FixAugust 21, 2026

    Team Roles Read In Plain English

    The Team Status panel on your dashboard now shows Owner, Manager, Estimator, and Technician the way you would say them out loud.

    Bug FixAugust 20, 2026

    Team Takes You Straight To Team Management

    Opening Team from the sidebar, global search, Claimory AI, or your setup checklist now lands on Team Management every time. Invite a tech, change a role, or check who has access without a detour.

    Design UpdateAugust 20, 2026

    Warnings And Overdue Labels Are Easier To Read

    In dark mode, delete warnings and danger notices now stand out clearly against the background instead of blending into it. Overdue labels on your dashboard and job cards got the same treatment in both light and dark.

    Design UpdateAugust 20, 2026

    Expense And Payroll Windows Match Your Theme

    Adding an expense, logging payroll, or opening tax settings used to show a dark window even when the rest of Claimory was light. They now follow whichever look you have picked.

    New FeatureAugust 19, 2026

    Attach A Whole Claim File To One Question

    Send several estimates, supplements, and photos to Claimory AI in a single message. It now fits large document sets together automatically, shortening the longest ones when it has to and telling you when it did, so you can ask about the full picture at once.

    ImprovementAugust 19, 2026

    Plain English When Something Needs Your Attention

    If Claimory AI cannot finish a request, it now tells you exactly why in everyday language, for example that a message ran long or that it is time to start a fresh chat. You always know the next step.

    ImprovementAugust 19, 2026

    Your Trial And Claimory AI Wrap Up Together

    When your free trial finishes, Claimory AI now says so clearly right in the chat instead of leaving you guessing. Upgrade whenever you are ready and it picks up where you left off.

    ImprovementAugust 19, 2026

    Your Plan's Limits, Spelled Out

    Trial and upgrade screens now show the exact number of Claim Audits and text messages your plan includes, and your trial meter counts only the current month. Whether you are trying Claimory or comparing plans, the number you see is the number you get.

    ImprovementAugust 19, 2026

    Billing Stays In One Place

    If your shop subscribes through the App Store, Claimory keeps your billing there and will never start a second subscription on the web. One shop, one bill, wherever you signed up.

    SecurityAugust 19, 2026

    Stronger Security Behind The Scenes

    We tightened what Claimory records when something goes wrong, so internal details never travel further than they should. Nothing changes in how you work day to day.

    New FeatureAugust 14, 2026

    Claimory AI Looks It Up For You

    Ask about an OEM repair procedure, an adhesive or sealer a manufacturer calls for, a torque spec, or a rule in your state, and Claimory AI searches the web right in the chat and comes back with the answer and its sources. No more being pointed at a manual to go read yourself.

    New FeatureAugust 14, 2026

    Ask For Several Things In One Message

    Say 'open a cash job for Anthony Smith and build the estimate' and Claimory AI lines up every step at once. Approve the first, and the next is already waiting. You never have to type 'continue' to finish what you asked for.

    Speed BoostAugust 14, 2026

    Smoother Replies As They Come In

    Claimory AI's answers now type out cleanly instead of stepping and catching up, and the chat stays put when you scroll back to reread something while it is still writing.

    New FeatureAugust 14, 2026

    Mark Exactly Which Supplement Lines Were Allowed

    When a carrier approves part of a supplement, you can now check off line by line what they allowed, enter the amount they gave, and note why anything was cut. Your approval history gets sharper every time you use it.

    ImprovementAugust 14, 2026

    Claim Audit Shows The Numbers Behind Its Calls

    Claim Audit now cites the real counts from your own approval history, like 'approved 7 of 9 times with this carrier', and holds off on a percentage until it has enough history to stand behind one.

    SecurityAugust 10, 2026

    Stronger Privacy Behind The Scenes

    We tightened how Claimory loads brand logos and handles data so fewer outside services ever see who is on your pages, and we refreshed our public privacy and sub-processor pages. Nothing changes in your day to day.

    New FeatureAugust 8, 2026

    Download All Your Data, Anytime

    Your shop's data is yours. From Settings then Account, you can now download a complete, machine-readable copy of your claims, customers, payments, and more, whenever you want. No request and no waiting.

    ImprovementAugust 8, 2026

    Clearer Messages When Something Needs A Second Look

    When an action cannot go through, Claimory now explains what happened in plain English instead of a technical code, so you always know the next step.

    ImprovementAugust 5, 2026

    Clearer Claim Audit Limits

    If your workspace has used all its Claim Audits for the period, Claim Audit now tells you clearly and shows you the quickest way to get more. You are never charged when you hit a limit.

    ImprovementAugust 3, 2026

    Find Any Claim In The AI, Even By Carrier

    Ask Claimory AI to pull up a claim by insurance carrier, VIN, adjuster name, or the carrier's claim number, not just the claim number or customer name. Type 'find the USAA claim' and it lands the right one.

    ImprovementAugust 3, 2026

    Smoother Estimate Editing

    Editing an estimate now moves cleanly from the Vehicle step straight to the Quote step, so you can jump ahead without losing your place.

    ImprovementAugust 3, 2026

    Every Page Opens At The Top

    Open a new page or switch tabs and you start at the top every time, no more landing halfway down a screen and scrolling back up.

    July 2026

    (28 updates)
    SecurityJuly 28, 2026

    Stronger Security Behind The Scenes

    We tightened how your account and your customers' portal access are protected, so claim details and documents stay locked to the right people. Nothing changes in how you work day to day, your data is just guarded more closely.

    ImprovementJuly 25, 2026

    Address Autocomplete When You Type

    Start typing a shop, tow, or vendor address and pick it from the suggestions. The city, state, and ZIP fill in for you, so your records stay clean and consistent, and your Claim Audits know exactly which state's rules apply.

    ImprovementJuly 25, 2026

    See Your Claim Audit Credits At A Glance

    On a trial or Starter plan, your Claim Audit credits now show right on the billing page. Trials get a simple meter of what is left, with a clear one-tap path to Professional whenever you want more audits each month.

    Speed BoostJuly 23, 2026

    A Faster, Steadier App

    Claimory now loads and updates quicker, especially when your shop is busy with lots of claims moving at once. Live updates and background syncing got a tune-up, so the screen keeps pace with your team and stays fresh without you refreshing.

    ImprovementJuly 23, 2026

    Signature Templates In Your Account Menu

    Your signature templates moved to the account menu in the top right, right next to your other settings. Same templates, easier to reach from anywhere in Claimory.

    Bug FixJuly 23, 2026

    Polished Dozens Of Small Details

    We cleaned up a batch of small visual details across Claimory, including claim cards on the Claims board that could break a word in the middle. Little things on their own, but together they make for a tidier day.

    ImprovementJuly 20, 2026

    A Cleaner, Safer Signing Experience

    The screen your customers use to sign got a polish. The signature and date fields line up neatly on any phone or computer, each signer is guided to just their own fields to sign, and we strengthened the record kept behind every signed document. Sending a document for signature feels smoother from start to finish.

    New FeatureJuly 19, 2026

    Send Documents For Signature

    Send a repair authorization, a direction of pay, or any of your own forms for a customer to sign, in person on your device or through a secure email link. Start from a ready-made form or build your own and place signature and initial fields exactly where you want them. Once it is signed, the finished PDF lands on the claim on its own and your customer gets their own copy.

    New FeatureJuly 19, 2026

    Add Your BAR Number, Tax ID, And Logo

    A new Business and Legal area in Settings lets you save your BAR license number, Tax ID, and shop logo, then choose exactly which of them show on each PDF. Your estimates, invoices, and total-loss documents can carry the details your state and your customers expect.

    ImprovementJuly 19, 2026

    Your Documents, Your Brand

    We stepped the Claimory logo out of the documents you send and put your shop up front. Every estimate, invoice, and total-loss PDF now leads with your name and logo. On Professional and up your branding carries throughout, and higher plans can remove every trace of Claimory, so what reaches your customer looks like it came from you.

    ImprovementJuly 18, 2026

    Sharper Documents From Your Claim Audits

    The position statements, OEM repair procedures, and law citations you save from a Claim Audit now come out as clean, professional documents on your shop's letterhead, each with a direct link to the official source. They are ready to forward to a carrier and they look the part.

    ImprovementJuly 18, 2026

    A Polish Pass On Every Document

    Estimates, invoices, financial summaries, rental agreements, and claim reports all got a careful pass. They carry your shop's details, lay out cleanly from the first page to the last, and read the way you want a customer or adjuster to see them. On Professional and up, your own branding now carries across all of them.

    ImprovementJuly 15, 2026

    Manage Your Subscription In One Tap

    Handling your plan is quicker. From your Account page, Cancel, Manage Plan, Update Payment, and View Invoices each open your secure billing portal directly, so you land right where you need to be instead of clicking through an extra screen first.

    ImprovementJuly 15, 2026

    Smoother Team Management

    Changing a teammate's role or removing someone from your team now saves cleanly and updates for everyone right away. Managing who is on your team and what each person can do just works.

    SecurityJuly 15, 2026

    Tighter Privacy Across Claimory

    We reduced third-party analytics, so fewer outside services ever touch your data, and your cookie choices, including Global Privacy Control, now take effect the moment you make them. Your claim data stays yours.

    New FeatureJuly 13, 2026

    Decide What Each Role Can See And Do

    Owners can now fine-tune what every role can access. In Settings, under Team Management, choose exactly what Managers, Estimators, and Technicians can each see and do, from financials and reports to creating, editing, and archiving claims and cash jobs, plus team and workspace settings. Changes apply right away for everyone in that role, and the owner always keeps full access.

    New FeatureJuly 11, 2026

    See All Your Shops In One Place

    Multi-location operators on Enterprise can now roll every shop up into one dashboard. See active claims, revenue, outstanding balance, completed jobs, and cash jobs across all your locations at once, compare shops side by side, open any single one to dig in, and export the whole picture to PDF, Excel, or CSV. Read-only, so the numbers stay safe.

    New FeatureJuly 11, 2026

    Connect Claimory To Your Own Tools

    Your claims data can now flow into the tools you already use. Professional shops and up can create a secure key in Settings, under Security, and pull claim details into a dashboard, spreadsheet, or reporting tool of their choice. It is read-only, so your numbers stay safe, each key is personal to a single user, and you can switch one off any time.

    SecurityJuly 11, 2026

    Two-Factor Authentication Is Here

    Add a second layer of security to your account. Turn on two-factor authentication in your settings, scan the code with an app like Google Authenticator or Authy, and you will be asked for a quick 6-digit code each time you sign in. It is optional, takes about a minute to set up, and works alongside your password to keep your shop's account locked down.

    Design UpdateJuly 8, 2026

    A Cleaner, Calmer Claims List

    Your claims list got a thoughtful tidy-up. The layout is clearer, the information sits in a calmer hierarchy, and everything is easier to scan at a glance. You can spot the claim you need and read its status in a second, so the screen you live in all day feels lighter and quicker to work.

    ImprovementJuly 8, 2026

    A Smoother Portal On Your Customers' Phones

    Most of your customers check on their repair from a phone, so we made the customer portal smoother on mobile. The menu is slimmer and focused on getting them where they are going, and their account and settings are now right at the top of the screen where they are easy to find. It is a cleaner, more modern experience for the people you are keeping in the loop.

    ImprovementJuly 8, 2026

    Polished Dozens Of Small Details

    We spent time on the small stuff that adds up. Switching between Claimory AI conversations is faster and smoother, the dashboard tiles are ordered more sensibly, the text in the Learning Center is crisp in both light and dark mode, and dozens of tiny rough edges are gone. Nothing new to learn, just a cleaner, more polished app every time you open it.

    New FeatureJuly 7, 2026

    Claimory AI Has A Full Home Now

    Claimory AI moved into its own full-screen workspace with a sidebar of every past conversation. You can pick up any thread in one tap and jump between them instantly. Best of all, you can run a full Claim Audit right inside the chat and keep working while it thinks, then read the grounded findings without leaving the conversation.

    ImprovementJuly 7, 2026

    Your Claim Audit Got Even Sharper

    Every finding in your Claim Audit is tied tightly to your own estimate and photos, and now carries a confidence score, so you can see at a glance exactly what it is based on and how strong the case is. The report reads cleaner too: one ranked list with the most confident findings right at the top, so the strongest points to take to an adjuster are the first thing you see.

    Design UpdateJuly 7, 2026

    A Calmer Screen While Your Audit Runs

    When a Claim Audit is working, you now see a clear step-by-step progress screen with a live timer and a five-step tracker. You always know what stage it is on and roughly how far along it is, so the wait feels shorter and more transparent.

    New FeatureJuly 7, 2026

    Cash Jobs Now Have A Files Tab

    Cash jobs get their own Files tab, exactly like your insurance claims. Every photo, estimate, and document for a cash job now lives in one organized place, so nothing gets scattered across texts and emails or lost when you need it most.

    Bug FixJuly 7, 2026

    Total-Loss Invoices No Longer Double Up

    We fixed a case where a total-loss invoice could list the same line item twice. Your totals now add up correctly the first time, so the numbers you send out are the numbers you meant.

    Bug FixJuly 7, 2026

    Dates Land On The Right Day

    We squashed an off-by-one that could show your ETA or a rental period a day early. What you set is now exactly what appears, both on the screen and on the printed PDF, so no one is ever confused about the date.

    Ready to see it in action?

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