Platform Capabilities

Everything you need.
Nothing you don't.

riivet consolidates 14+ software tools into one unified platform purpose-built for insurance restoration contractors. Every feature is designed around the actual workflow, logic, and edge cases of running a restoration business.

REPLACES DASH, ALBI, XCELERATE

Full CRM Pipeline

Manage every restoration job from first notice of loss to final payment. Custom pipeline stages, automated task assignments, real-time status tracking, and complete job costing — all built specifically for the insurance restoration workflow.

Customizable Kanban pipeline with drag-and-drop
Automated task creation and assignment per stage
Job costing with real-time profit margin tracking
Contact management with carrier and adjuster databases
Custom fields and forms for every job type
Automated email and SMS notifications
Full CRM Pipeline
REPLACES DOCUSKETCH, MATTERPORT, POLYCAM

LiDAR & Photogrammetry Scanning

Turn any LiDAR-equipped device into a professional property scanner. Capture full 3D scans on-site, generate .ESX sketches automatically, and sync everything to your project in real-time.

LiDAR scanning from iPhone and iPad Pro
Photogrammetry for non-LiDAR devices
Automatic .ESX sketch generation
Room-by-room measurement capture
Cloud sync with instant team access
Integration with Xactimate estimating workflow
LiDAR & Photogrammetry Scanning
REPLACES REBUILD.WORK

AI Project Scoping & Estimating

AI-powered project scoping that analyzes your scans and generates accurate Xactimate estimates. Reduce estimating time from hours to minutes while improving accuracy and consistency.

AI-powered scope of work generation
Xactimate line item suggestions
Historical data analysis for pricing accuracy
Template management for common job types
Supplement tracking and management
Version control for estimate revisions
POWERED BY RESTITUTE.AI

AI Negotiations Engine

The industry's first AI-powered carrier negotiation tool. Analyze adjuster responses, generate strategic supplements, and maximize recovery on every claim — from estimate to fully paid.

AI analysis of adjuster line item disputes
Strategic supplement generation
Carrier-specific negotiation playbooks
Automated follow-up sequences
Complete audit trail for compliance
AR management through final payment
AI Negotiations Engine
REPLACES DOCUSIGN

Documents & E-Signatures

AI document generator creates contracts, authorizations, change orders, and completion certificates. Full e-signature capability with tracking, reminders, and secure storage.

AI-powered document generation from templates
Legally binding electronic signatures
Automated signing reminders and tracking
Document version control and audit trail
Bulk send for multi-party documents
Secure cloud storage with instant retrieval
REPLACES POWERBI, FORECASTR

Analytics & AI Reports

Enterprise-grade analytics with zero setup. AI-powered report creator that connects to your budget, QuickBooks, Sage, and internal data to generate any report you can describe.

Pre-built dashboards for key restoration KPIs
AI report creator — describe what you need in plain English
QuickBooks Online and Sage integration
Budget vs. actual tracking with forecasting
Team performance scorecards
Exportable reports for stakeholders and lenders
REPLACES SLACK

Team Messaging & Collaboration

Full-featured team messaging rebuilt inside your CRM. Channels, direct messages, GIFs, file attachments, and threaded conversations — all tied to your projects and contacts.

Public and private channels
Direct messaging with read receipts
File sharing with preview and search
GIF and emoji support
Job-linked conversations for context
Mobile push notifications
REPLACES ZAPIER

Automations Suite

Build powerful automations manually with a visual builder, or describe what you want and let AI create the workflow for you. Connect any action to any trigger across the platform.

Visual automation builder with drag-and-drop
AI-powered automation creation from natural language
Conditional logic and branching workflows
Time-based triggers and delays
External webhook support
Automation templates for common workflows
REPLACES EOS / TRACTION

Business Operating System (BOS)

The Entrepreneurial Operating System, rebuilt for restoration. Scorecards, rocks, L10 meetings, accountability charts, and issue tracking — all integrated with your CRM data.

Scorecards tied to real-time CRM metrics
Quarterly rocks with progress tracking
L10 meeting agendas and issue tracking
Accountability charts with role assignments
Vision/Traction Organizer (V/TO)
Process documentation and SOPs
DISCORD-LEVEL CUSTOMIZATION

Roles & Permissions

Granular role-based access control that lets you customize every employee's experience. Create custom roles, set permissions at the feature level, and ensure everyone sees exactly what they need.

Unlimited custom roles
Feature-level permission controls
Data visibility restrictions by role
Hierarchical role inheritance
Audit logging for permission changes
Team and department grouping
WORK EVERYWHERE

Desktop & Mobile Apps

Full-featured desktop application for office work and a powerful mobile app for the field. Real-time sync ensures your entire team is always working with the latest data.

Native desktop app (macOS and Windows)
iOS and Android mobile apps
Offline mode with automatic sync
Push notifications for critical updates
Camera integration for photo documentation
LiDAR scanning from mobile devices
Desktop & Mobile Apps

Ready to see it all in action?

Book a personalized demo and see how riivet can transform your restoration business.

Book Your Demo