ClaimXPro.ai case study
Claims and restoration platform on web and iOS, with Amazon Bedrock in the technician workflow
One workflow from lead to delivery
Challenge
The company wanted one central digital workflow, linked to its lead and logistics tools, with clear accountability and customer transparency.
What we delivered
Task-based workflow
- Each service, such as Premium Rug Clean, splits into predefined steps.
- Steps: Pick Up, Intake, Cleaning, Drying, QA and Delivery.
- Each task is assigned to one user, with real-time status tracking.
- Role-based assignment and performance visibility for every team member.
Lead capture and scheduling
- Leads sync automatically from GoHighLevel CRM.
- Each new lead starts a service workflow with details pre-filled.
- GetCircuit API integration routes pickups and deliveries.
- Drivers get notifications with customer addresses and directions.
Quality control and reporting
- Barcode tagging, pre-inspection and photo logging for every rug.
- Technicians record durations, chemicals used and before-and-after photos.
- QA staff compare pre-clean and post-clean images before approval.
- Approved orders are scheduled for delivery automatically.
- Admin dashboard tracks order progress and staff performance in real time.
- Customer reporting dashboard, with reports and files stored for audit.
