From call to invoice, managed
Operant360 takes a restoration job from first walkthrough to cleared payment. Photos become the inventory. Dimensions become priced line items. The approved estimate becomes an invoice your client can pay online.
A real job: 5,590 photos, every one AI-tagged by room and phase, searchable in seconds.
The workflow
Walk the loss once. Rooms, roofs, elevations, whole structures. The dimensions your techs capture set every quantity that follows. And they can talk instead of type: dictation trained on restoration vocabulary turns voice notes into scope.
Generate a priced estimate from the scope in minutes. Thousands of regional price codes, your own rates layered on top, and 300+ deterministic scope rules that keep two runs of the same loss from drifting apart.
Internal review first, then a secure link to the client. They approve or request changes online, no login needed. You see every step: Sent, Delivered, Viewed, Approved.
One click turns the approved estimate into an invoice. Your client pays by card on a branded page, not on some third-party site. Partial payments, holdback, and refunds all work, and the status updates itself.
AI estimating
Scope a water, fire, mold, or contents loss and generate a priced draft in minutes. The engine works from your dimensions and materials, not guesswork, and every line shows its confidence.
300+
deterministic scope rules
110+
quantity formulas driven by dimensions
5,590
photos AI-tagged on a single restoration job
5
client portals: estimate, invoice, photos, inventory, loss
Everything in between
Mitigation, demo, repair, contents, remediation. Every phase carries its own scope, estimate, and invoice on one project.
Estimates, invoices, photo albums, inventories, and statements of loss go out as secure links. Clients approve, request changes, or pay by card without creating an account. The rail tells you where each send stands.
Dictation that knows restoration vocabulary: Cat 2, dehu, antimicrobial. Voice notes parse straight into scope and line items.
Bulk-upload hundreds of job-site photos. AI tags each one for search and builds a deduplicated contents inventory. Five shots of the same item come back as one line, not five.
5 → 1
one range, one line item
Thousands of regional price codes out of the box. Override any rate, add your own codes, or import a price list from a spreadsheet. Estimates pick up your numbers automatically.
Pay-period timesheets with approvals, automatic reminders, overtime and holiday rules, and one-click payroll export.
Five default roles with an editable permission matrix. Field techs see the work, not your margins.
Carriers, adjusters, claim and policy numbers flow onto every estimate, invoice, and statement of loss automatically.
Beyond the estimate
Scheduling, dispatch, subtrade bidding, and signed paperwork live on the same project as the scope, the estimate, and the invoice.
Calendar
01 / 04
Daily, weekly, and monthly views with drag-and-drop rescheduling. Double-booking warnings fire only when the same person truly overlaps. Hover any event for the crew, the address, and the lockbox code. Everyone scheduled gets notified.
Mon
Tue
Wed
Thu
Fri
Conflicts only when the same person truly overlaps
Work orders
02 / 04
One click turns an approved estimate into a work order. Staff see the claim number, budget, and equipment list. Subtrades get a clean scoped copy that never shows your financials. Crews complete it from their phone and the PM gets pinged.
Staff copy · WO-12345
Scope of work
Site access · lockbox 4482
Claim # CLM-88231
Budget · 64 hrs · $9,840
Margin notes
Subtrade copy · WO-12345
Scope of work
Site access · lockbox 4482
Claim # CLM-88231
Budget · 64 hrs · $9,840
Margin notes
Tenders
03 / 04
Pick the subtrades, share only the documents they need, and compare bids side by side. Award it, issue a PO, and their invoices land against it. Subs get a real login that shows their work and nothing else.
Documents
04 / 04
Work authorizations and completion certificates generated from templates, signed on site, and auto-saved to the project with a timestamp. Set each document private, team, or client-visible.
Work authorization
Signed · saved to Documents · 4:32 PM
Integrations
QuickBooks, Stripe, Outlook, and Gmail. The data flows both ways, so nothing gets typed twice.
Stripe
Card payments reconcile to the invoice automatically.
QuickBooks
Invoices push over, expenses pull back. No double entry.
Outlook & Gmail
Client email lands on the job thread. Replies send from it.