A clear process for your team and ours.

Start with the people and access.

Confirm the service agreement, company email, CRM access and main contacts. Include the people responsible for sales, production and accounting so the file handoff does not depend on one person forwarding everything.

Make the file useful before submission.

Organize the current carrier estimate, claim details, measurements, inspection photos and scope notes. Label photos by location and condition. Flag missing information instead of filling gaps with assumptions.

Photograph the work before it is covered.

Your production team provides the field evidence. Document decking, flashing, hidden layers and other relevant conditions while they are visible. Pair overview photos with detail shots and measurements where they support the requested work.

Know which follow-up belongs to whom.

For roofing supplements, SuppZone submits the package and handles carrier follow-up. For Xactimate estimate assignments, your team reviews and submits. For reinspection packages, we prepare and submit the package and your team follows up on the reinspection request.

Finish the paperwork with the job.

Provide completion photos, the final invoice and certificates for closeout. SuppZone organizes the agreed closeout records and follows through on outstanding file items. Your company keeps the homeowner relationship and collections.