A collision shop has five distinct roles, and each one needs different information. The owner needs full financial visibility. The manager needs cycle time and production. The estimator needs supplement queues and adjuster threads. Front office needs customer comms and deductibles. The tech needs their own jobs and nothing else. Claimory ships five role-scoped views out of the box so every person in the shop sees exactly what they need without exposing financial data to the shop floor. Plans from $49 per location per month. 14-day free trial, no credit card required.
A tech who can see claim margins will compare their compensation to the shop's profit and start asking hard questions at the wrong moment. A front desk person with full estimator access will accidentally submit a supplement before it is ready. An owner with edit access will change a record and break the audit trail. Role scoping is not about distrust. It is about focus. Every person in the shop does better work when their screen shows exactly what they need and hides what they do not. Claimory's five roles are built around actual collision shop workflows, not generic permission toggles.
The owner sees every claim across every location, per-claim margin reconciled in real time, supplement aging sorted by dollars at risk, DRP scorecards per carrier, and the monthly P&L. The owner role is read-only by default: no accidental edits, no broken audit trails. Most owners report that Claimory is the first software that actually lets them take a day off without things going sideways. The consolidation view rolls up all locations into one dashboard. Drill into any shop for detail.
The manager sees cycle time broken into nine stages from intake to delivery, today's blocks across every active claim (adjuster response pending, parts missing, QC overdue), technician load and assignment, and the morning huddle screen. The manager does not see per-claim margin, P&L, or supplement financial totals. This is intentional: managers make better production decisions when they are focused on time and throughput, not on dollar amounts that belong in the owner dashboard.
The estimator sees the supplement queue for every active claim, the adjuster thread attached to each claim, Claim Audit flags for missed line items, and AI-drafted follow-up emails ready for owner approval. The estimator can edit line items and submit supplements. The estimator does not see shop-wide margin data or the owner P&L. The estimator's job is to catch every dollar on the estimate and get the carrier to pay it. Role scoping keeps that job focused.
Front office sees the customer portal activity dashboard, two-way SMS threads on each claim, deductible collection status, rental exposure per claim, and the intake form. Front office does not see supplements, production scheduling, or financial margin. Techs see only their own assigned jobs: teardown photo upload, repair step checklists, and office messaging. Techs never see other claims, supplements, adjuster threads, or any financial data. This is the narrowest role in the shop, by design.
Five built-in roles: Owner (full visibility, read-only), Manager (cycle time and production), Estimator (supplements and adjuster comms), Front Office (customer portal, SMS, deductibles), and Tech (own jobs only). Each role sees exactly what it needs and nothing it does not.
The Elite and Enterprise plans include advanced role permissions for shops that need custom access configurations. Starter and Professional use the five default roles, which cover the large majority of collision shop team structures.
Read-only protects the audit trail. If the owner can edit claim records, it introduces the possibility of accidentally changing a supplement amount or an adjuster thread entry that the carrier or an attorney might later request. The append-only log stays clean when the owner role cannot write.
Techs see only their own assigned jobs: the vehicle, the repair stage checklist, photo upload prompts for teardown and repair steps, and a messaging thread to the office. They do not see other claims, supplement amounts, adjuster threads, or any financial data.