Upgrades
Add-on systems that extend your Restitute platform with specialized capabilities
You're already saving ~$48k/yr using Restitute as a CRM
Get ready to save more — upgrade your platform with our integrated tools and stop paying for fragmented services
Negotiations System
Win more claims with structured negotiation workflows
Restitute is the only platform that offers this service
The Negotiations System gives your team a dedicated workspace for managing insurance claim negotiations from initial submission through final settlement. Track every counter-offer, document adjuster communications, and use data-driven insights to maximize claim outcomes.
What's included
- Dedicated negotiation workspace per claim
- Counter-offer tracking with full history
- Adjuster communication logging
- Settlement analytics and benchmarking
- Integration with estimates for line-by-line negotiation
- Automated follow-up reminders
- Win/loss reporting and trend analysis
- Supplement management workflow
Automations
Automate repetitive tasks and never miss a follow-up
The Automations system lets you build custom workflows that trigger based on project events. Automate review requests, follow-up reminders, estimate follow-ups, status-triggered notifications, and more — all running in the background without manual intervention.
What's included
- Event-driven workflow triggers
- Automated customer feedback requests
- Google Review request automation
- Estimate follow-up reminders
- Lead follow-up notifications
- Custom trigger + action builder
- Multi-channel delivery (email, SMS, push)
- Execution history and analytics
AI Analytics & Report Creator
Generate reports with natural language — powered by AI
The AI Analytics system lets your team create custom reports by simply describing what they want in plain English. The AI builds the query, visualizes the data, and delivers actionable insights — no spreadsheets or SQL required.
What's included
- Natural language report generation
- Revenue, pipeline, and margin analysis
- Team performance and utilization tracking
- Client acquisition and referral source ROI
- Compliance completion rate reporting
- Custom dashboard builder
- Scheduled report delivery
- Export to PDF and CSV
Scanner
LiDAR scanning and measurement — sketch-ready files from your iPhone
Scanner is an Apple-only mobile app that uses LiDAR, photogrammetry, and intelligent measurement logic to capture accurate room dimensions, floor plans, and property layouts on-site. It produces complete .ESX sketch files ready for use in the Restitute Estimating Platform or Xactimate — no third-party scanning service needed.
What's included
- LiDAR-powered room scanning with sub-inch accuracy
- Photogrammetry for texture and damage documentation
- Automatic wall, door, and window detection
- Multi-room floor plan stitching
- .ESX sketch file export — compatible with Estimating Platform and Xactimate
- On-device processing — no cloud upload required for scanning
- Photo and measurement annotation tools
- Apple only (iPhone & iPad with LiDAR)
Estimating Platform
A full Xactimate replacement built into Restitute
The Estimating Platform is a complete estimation engine that replaces Xactimate for creating, editing, and exporting professional restoration estimates. Import .ESX sketch files from Scanner, DocuSketch, or Matterport. Build estimates with custom price lists, manage line items with an intelligent code learning system, and export Xactimate-compatible .ESX files or professional PDF breakdowns.
What's included
- Three-panel estimation workspace (rooms, sketch, line items)
- Import .ESX files from Scanner, DocuSketch, or Matterport
- Export .ESX files compatible with Xactimate
- Custom price list management with company-specific rates
- Category and selector-based line item management
- Intelligent code learning system that improves with usage
- Supplement versioning and tracking
- PDF estimate and Final Draft export — matches Xactimate output format
Contents Management
Full contents pack-out, inventory, cleaning, and pack-back — built into your CRM
The Contents Management system gives your team a complete digital workflow for handling personal property after a loss. Capture room-by-room inventory with photos, manage pack-out into labeled boxes with QR codes, track items through cleaning and storage, generate Schedule of Loss reports with replacement values, and coordinate pack-back when the structure is ready.
What's included
- Room-by-room item inventory with photos, condition, and disposition
- Box and container management with QR code labels and scanning
- Pack-out workflow wizard with multi-user real-time sync
- Storage location tracking and chain of custody logging
- Cleaning status tracking per item with method logging
- Schedule of Loss report generation with replacement values
- Pack-back scheduling and return confirmation documentation
- Offline-capable field mode — syncs when back online
Business Operating System (BOS)
Run your business on a proven operating framework — EOS inspired
EOS-inspired framework built for restoration companies
The BOS module brings a structured business operating system directly into Restitute. Set quarterly goals, track weekly KPIs with scorecards, manage issues with IDS (Identify, Discuss, Solve), run structured 90-minute weekly meetings, and align your entire team around a shared company roadmap.
What's included
- Quarterly Goals — 3-7 priority goals per team with On/Off Track status
- Weekly Scorecard — 5-15 KPIs with targets, actuals, and 13-week history
- Issues List with IDS workflow (Identify → Discuss → Solve → To-Do)
- Weekly Meeting Manager — timed 90-min agenda with live issue capture
- 7-Day To-Do List with owner assignment and carry-over flagging
- Company Roadmap — Vision, Core Values, 10-Year Goal, 1-Year Plan
- Team Structure Chart — seats, accountabilities, and people
- BOS Analytics report integration (coming soon)
Upgrade Everything
Consolidate all your tools into one platform and maximize savings
Custom bundle pricing available. Contact our team for a personalized quote.
Only account administrators can purchase upgrades. Contact your admin or reach out to our team for a demo.