Managing Organizations

Organizations in Estimatics represent the companies you work with on a regular basis. These include insurance carriers, public adjuster firms, restoration contractors, vendors, and any other business entity involved in your inspection workflow. Keeping your organizations organized means faster job creation, better reporting, and a clear picture of where your work comes from.

Organization types

When you create an organization, you assign it a type that reflects its role in the claims process. The available types are:

Insurance — carriers and insurance companies that assign or receive inspections.
Public Adjuster — PA firms that hire inspectors or manage claims on behalf of policyholders.
Contractor — restoration or construction companies involved in repair scoping.
Vendor — third-party service providers such as drone operators, lab testing companies, or equipment suppliers.
Other — any business entity that does not fit the categories above.

Assigning the correct type helps you filter and report on your organization data later.

Creating a new organization

To create an organization, navigate to CRM → Organizations and select Add Organization. Fill in the following fields:

Name — the legal or commonly used name of the company.
Type — select from Insurance, Public Adjuster, Contractor, Vendor, or Other.
Email — a primary contact email for the organization.
Phone — the main phone number.
Address — street address, city, state, and ZIP code.

Once saved, the organization appears in your list and is available for linking to contacts and jobs.

Organization detail view

Selecting an organization opens its detail view, which is organized into several tabs:

Info — displays the organization's name, type, email, phone, and address. You can edit any field directly from this tab.
Contacts — lists every contact linked to this organization. From here you can add existing contacts or create new ones that are automatically associated.
Property Owners — shows property owners whose jobs are connected to this organization, giving you a quick view of the policyholders you have served through this company.
Jobs — a complete list of every inspection job tied to the organization, with status, dates, and quick links to each job's detail view.

Linking contacts to organizations

Contacts and organizations work together. When you create or edit a contact, you can assign them to one or more organizations. This relationship flows through to jobs — when you select an adjuster on a job, their linked organization is automatically associated.

You can also link contacts from the organization detail view by opening the Contacts tab and selecting Add Contact.

Viewing jobs for an organization

The Jobs tab on the organization detail view shows every job where this organization is referenced — whether as the insurance carrier, the PA firm, or the contractor. Use this list to understand how much work a particular company is sending you and to spot trends over time.

Editing and deleting organizations

To edit an organization, open its detail view and update any field on the Info tab. Changes save automatically.

To delete an organization, open the detail view and select the delete option. Deleting an organization does not remove the jobs or contacts linked to it — those records remain intact, but the association is cleared.

Search and filter

The organizations list supports search by name and filtering by type. Use the search bar at the top to find a specific company quickly, or apply a type filter to view only insurance carriers, only contractors, and so on. This is especially useful as your CRM grows to hundreds of entries.