Plain-English walkthroughs for every part of Claimory, from your first claim to supplements, the customer portal, Claimory AI, and the settings that run your shop.
Sign up, run the 3-step setup wizard, and create your first claim.
The left rail, top header, user menu, global search, and mobile navigation.
Start a claim by hand or import an estimate from CCC ONE, Mitchell, or Audatex.
Everything about one car in one place: the tabs, the cards, and every action.
Catch and track the additional damage that most shops leave unbilled.
Ask about any claim, run a Claim Audit, and draft adjuster emails, with a human always approving.
Quote a customer, run non-insurance work, and invoice it, with full profit tracking.
Track team to-dos in a list or a drag-and-drop board, linked to claims and jobs.
One schedule for deliveries, deadlines, appointments, and follow-ups.
A full email client inside Claimory, with smart folders and emails linked to claims.
Text customers from a shop number, with AI rewrite and automatic status updates.
Give customers a self-serve page to track their car, view photos, and pay.
Track stock, purchase orders, receiving, and the vendors you buy from.
Manage your loaner fleet, active rentals, and e-signable rental agreements.
Cycle time, carrier performance, financials, and exports in the Command Center.
Build IF/THEN rules that act on claims automatically.
Move a claim into the total-loss workflow when the car is not worth repairing.
Set your shop info, labor rates, integrations, and customer-notification defaults.
Control how Claim Audits behave, and the safety switches that keep AI in check.
Invite members, set roles, and manage seats.
Manage your profile, security, notifications, and personal preferences.
Choose a plan, upgrade or downgrade, and manage payment through Stripe.
A separate workspace for independent estimators to capture damage and build estimate packages.
Begin with Getting Started, then Navigating Claimory. From there follow the claim path: creating claims, the claim detail screen, and tracking supplements.
Most tutorials apply to every plan. AI, SMS, inventory, loaners, automation, and advanced reports are Professional and up, and each tutorial notes its plan.