Vendors
Claimory vendor records hold each parts supplier, sublet, service provider and tow truck company, added through a guided wizard and edited in place. A Claimory parts order is placed with a parts supplier from that vendor list.
Claimory operations for collision shops: parts inventory with reorder points, vendors, parts orders received into stock, a loaner fleet with signed rental agreements and fleet alerts, towing with providers, trucks and drivers, and the shared shop calendar.
No credit card. Works with CCC ONE and Mitchell.
Operations is the shop work between the estimate and the invoice. Claimory covers parts inventory with reorder points and a low-stock view, vendors, parts orders that add received parts to stock, a loaner fleet with signed rental agreements and fleet alerts, towing with providers, trucks and drivers, and a shared shop calendar. Every Claimory operations record stays inside the shop's own workspace, protected by row-level security.
Claimory vendor records hold each parts supplier, sublet, service provider and tow truck company, added through a guided wizard and edited in place. A Claimory parts order is placed with a parts supplier from that vendor list.
Claimory inventory lists each part and material with its quantity on hand, cost and reorder point, and a low-stock view shows every item at or under its reorder point. A manual stock adjustment adds a dated line with the reason to the item's notes, and a change made through Claimory AI is kept in the stock movement history.
The Claimory inventory barcode scanner reads a part's barcode with the phone camera, finds the item by barcode, part number or supplier part number, and opens that item or its stock adjustment.
A Claimory parts order starts from the items running low: pick the items, set quantities, choose the vendor and expected date. The order moves from pending to partial to received, and receiving it adds the received quantity to each item's stock on hand.
Claimory inventory reports break stock value down by category, list parts order history and show the mix of parts and materials on the shelf.
The Claimory Fleet Management page keeps each loaner with its insurance, registration and service dates and mileage. A rental can be linked to a claim, and the customer signs the rental agreement through a signing link or in person on the shop's screen.
Claimory fleet alerts warn in the Fleet Management page bell when a loaner's insurance, registration or service date is 30 days out, 7 days out or past, and when service mileage is within 1,000 or 500 miles or reached.
A Claimory loaner rental goes out through a two-step rental wizard, comes back with the return date, mileage and condition, and can be reopened if it was closed too early. The Fleet Management page totals available cars, active rentals with the overdue count, pending charges and revenue this month.
The Claimory Towing page keeps outside tow providers, the shop's own tow trucks and its drivers, and logs every tow through a tow log wizard. Each tow can be linked to a claim or a cash job, and an edited tow shows its status timeline.
Claimory tow driver management adds drivers through a wizard and records each driver's status for each day on a schedule.
Claimory towing reports show spend by outside tow provider, how much of that spend was charged back, in-house tow revenue and profit, and month-by-month trends.
A Claimory tow invoice is generated from the tow log and downloads as a PDF.
One Claimory calendar per shop in month and week views, where deliveries, appointments, follow-ups and task due dates sit side by side. A repeating event is added once per date.
A Claimory claim records the insurance carrier by name with the carrier's claim number, the policy number and the adjuster's name, email and phone, and the claims list filters by carrier.
A Claimory task hangs off a claim, off a cash job, or off nothing at all. Task per Claim writes one task onto every active claim at once, and assigning a task notifies the assignee.
The parts manager opens the low-stock view, turns the items under their reorder points into a parts order for a vendor, and receives it when the box arrives, which adds the parts to stock. A tech scans a part's barcode with a phone to pull up the item and correct its count. A loaner goes out on a rental linked to the claim, the customer signs the rental agreement from a signing link, and the fleet bell warns when that car's registration or service comes due. A tow comes in, the tow log links to the claim, and the tow invoice PDF comes from the log. The shared shop calendar shows the day.
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No credit card. Works with CCC ONE and Mitchell.