20 Modules — One Platform

Everything you need.
Nothing you don't.

Riivet consolidates 20+ software tools into one unified platform purpose-built for insurance restoration contractors. This will literally replace every app restorers are stitching together right now.

/01

AI Dashboard

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Replaces Monday.com, Notion, custom dashboards

A fully customizable Apple-style widget board powered by AI. Every user gets their own personalized command center with reports, calendars, lists, tasks, and metrics tiles arranged on a drag-and-drop grid. Change any widget's visualization — bar graph, pie chart, list view, KPI card — with a simple AI prompt. No two dashboards look the same because every user configures theirs to show exactly the data they care about, exactly how they want it.

Apple-style tile system on a drag-and-drop grid
AI-powered widget creation from natural language prompts
Switch views: bar graph, pie chart, list, KPI card, calendar
Real-time data from CRM, scheduling, financials, and analytics
Per-user personalization — every team member gets their own layout
Custom metric definitions and threshold alerts
/02

Master Client System

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Replaces DASH, Albi, Xcelerate, PSA, JobNimbus, iRestore

A hierarchical client management system that mirrors how restoration businesses actually work. Each master client profile shows full financials, job progress, and communication history. Clients can have multiple properties, and each property can have multiple project types (water, fire, mold, reconstruction). Dive into any project card to execute your entire workflow — from first notice of loss through final payment — without ever leaving the platform.

Master client profiles with full financial overview
Multi-property support under each client
Multiple project types per property (water, fire, mold, reconstruction)
Complete job progress tracking from FNOL to final payment
Contact management with carrier and adjuster databases
Custom fields and forms for every job type
/03

Smart Scheduler

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Replaces ServiceTitan, Housecall Pro, custom dispatch tools

The most comprehensive smart scheduler in the restoration industry. Manage multiple locations, all your trucks, crews, and equipment in one unified view. Click-and-drag to create events directly on the calendar, grab and drag to move them, shorten or lengthen them. Google Distance Matrix automatically calculates drive time before and after events, between jobs, or from the shop and back. All scheduling data feeds into a utilization and efficiency tracker viewable daily, weekly, monthly, quarterly, yearly, and year-over-year. AI analyzes your trends and offers actionable insights to improve scheduling efficiency.

Multi-location, multi-truck, multi-crew management in one view
Click-and-drag event creation, move, resize directly on calendar
Google Distance Matrix auto-calculates drive time between events
Utilization/efficiency tracking: daily, weekly, monthly, quarterly, yearly, YoY
AI smart recommendations: availability, proximity, and skill-based crew matching
Dispatch groups for different service types with filtered views
Custom working day hours and event types
Queued job drop-in with intelligent crew recommendation
/04

LiDAR Scanning & Estimating

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Replaces DocuSketch, MatterPort, PolyCam, magicplan, manual measuring

Eliminate tripod measurement devices, pen-and-paper, measuring tapes, and laser measures forever. Our LiDAR app scans homes to generate precise measurements that compile into professional sketches. The scan data then generates an entire scope of work accurate to the specific department the scan is for — water, fire, mold, or reconstruction. Our negotiations tool uses this scope data downstream to help you win your negotiation with adjusters. Verisk partnership enables direct export to Xactimate.

LiDAR scanning from iPhone and iPad Pro — no tripods needed
Automatic sketch generation from scan data
Department-specific scope of work generation (water, fire, mold, reconstruction)
Scan data feeds directly into AI negotiations engine
Verisk partnership for direct Xactimate export
Room-by-room measurement capture with cloud sync
/05

AI Negotiations Engine

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Replaces Manual supplement process, spreadsheet tracking, training negotiators

Our AI ingests every detail of your project — scans, scopes, line items, carrier history — and is battle-tested to recover the maximum percentage from adjusters. Email back and forth with adjusters directly inside riivet using your work email, so every message looks like it comes from you. The AI expertly handles rebuttals, builds strategic supplements, and makes your entire team look like seasoned negotiation experts. Stop training people to do this job — the AI handles it all for them. Also handles contents claims negotiations.

AI learns all project data: scans, scopes, line items, carrier history
Built-in email with adjusters using your work email address
AI-drafted rebuttals that make your team look like experts
Strategic supplement generation from scan and scope data
Contents claims negotiation support
Complete audit trail for compliance and AR through final payment
/06

Contents Management

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Replaces Encircle, CompanyCam, manual contents lists

We rebuilt Encircle from scratch — available online and on the mobile app with all the same functionality. When you take photos, our AI auto-tags every image so you can find any item stuffed in a random box in a random crate using a plain-text search. Mark items as returned, in storage, or cleaned. Easily track your pack-out invoices, cleaning invoices, storage invoices, and pack-back invoices all in one place. Our AI negotiations engine handles contents claims too.

AI auto-tags every photo for instant plain-text search
Full pack-out to pack-back lifecycle tracking
Item status management: returned, in storage, cleaned
Pack-out, cleaning, storage, and pack-back invoice tracking
Online and mobile app with full feature parity
Contents claims handled by AI negotiations engine
/07

Relationship Management

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Replaces Spreadsheets, CRM add-ons, manual tracking

Manage every relationship in your business — adjusters, insurance agents, TPAs, vendors, subcontractors, and referral partners. Track every interaction, set follow-up reminders, and measure referral revenue across your entire network. Know exactly which relationships are driving business and which need attention.

Adjuster, agent, TPA, and vendor contact management
Interaction tracking with full communication history
Automated follow-up reminders
Referral revenue tracking and attribution
Relationship health scoring
Network visualization and reporting
/08

AI Marketing Suite

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Replaces Badger Maps, Mailchimp, HubSpot, manual outreach

A full Badger-style BDR/BDM marketing pipeline built directly into your CRM. AI researches and scrapes partner information automatically, stores everything in your contact database, and builds optimized visit routes in the scheduler with all the same scheduling functionality. Run email drip campaigns, plan and send events, and manage your entire marketing operation — from prospecting to pipeline — without ever leaving the platform.

Full BDR/BDM marketing pipeline with AI research and data scraping
Optimized route building in the scheduler for field visits
Email drip campaigns with automated sequences
Event planning and sending directly from the platform
All partner data stored centrally in the CRM
Complete marketing operation from prospecting to pipeline
/09

Reports & Data Analytics

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Replaces PowerBI, Forecastr, manual Excel reports

Replaces PowerBI and Forecastr entirely. Import your budget, build new budgets, plan for upcoming years, and create any type of CSV-exportable report you can imagine. Use AI to build custom reports based on all data and integrations — internal and external — generating beautiful automated reports in seconds. No more paying a PowerBI engineer or waiting on a CRM's internal team to figure out how to build what you want. Do it yourself in seconds.

AI builds custom reports from natural language descriptions
Import budgets, build new ones, and plan for upcoming years
CSV-exportable reports of any type
Pulls from all data sources: CRM, QuickBooks, Sage, and external integrations
Beautiful automated reports generated in seconds
No PowerBI engineers or CRM teams needed
/10

Company Chat

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Replaces Slack, Microsoft Teams, Discord

We rebuilt Slack from the ground up inside your CRM. Custom linking, @ functionality to tag people, group chats, company-wide channels, pages, GIFs, and emojis. Quick-link jobs to each other, shout out teammates, and keep every discussion tied to the work it's about. No more context-switching to a separate messaging app — everything your team discusses is linked to the jobs they're working on.

@ tagging, custom linking, and job quick-links
Group chats, company-wide channels, and pages
GIF and emoji support
Direct messaging with read receipts
File sharing with preview and search
Mobile push notifications
/11

AI Training Platform

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Replaces Trainual, manual onboarding, paper SOPs

We rebuilt Trainual for restoration. Upload all your docs, standards, job descriptions, and videos — our AI internally learns everything and builds structured onboarding programs specced to each role. Create custom training curricula, implement tests and knowledge checks, and track progress across your team. Every employee gets access to a fully trained internal AI that knows the entire platform and your company like your best trainer would. No more making employees wait for answers — they get them instantly in the app.

Upload docs, standards, job descriptions, and video content
AI builds structured onboarding programs per role
Custom training curricula with tests and knowledge checks
Fully trained internal AI assistant for every employee
Intake video, documents, and multimedia training content
Instant answers — no waiting on trainers or managers
/12

Business Operating System

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Replaces EOS / Traction tools, Ninety.io

We replaced EOS. Run all your own EOS structures — we call it BOS (Business Operating System) — so your leadership team stays aligned. Scorecards pull live data straight from the CRM for your meetings, rocks track quarterly goals with real progress data, L10 agendas run with built-in issue tracking, and accountability charts map your entire org. Fully customizable to how your company runs, with all the data baked into one powerful tool instead of disconnected spreadsheets.

Scorecards with live CRM data for leadership meetings
Quarterly rocks with real-time progress tracking
L10 meeting agendas with built-in issue tracking
Accountability charts mapping your entire org
Vision/Traction Organizer (V/TO)
Fully customizable to your company's operating rhythm
/13

AI Analytics

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Replaces Manual analysis, consultant reports

AI that continuously analyzes your trends across scheduling efficiency, revenue patterns, close rates, cycle times, and crew performance. Get smart insights and actionable recommendations to improve operations. Track and compare metrics daily, weekly, monthly, quarterly, yearly, and year-over-year across every branch and team.

Trend analysis across all operational metrics
AI-generated insights and recommendations
Multi-branch and multi-team comparison
Scheduling efficiency optimization suggestions
Revenue pattern detection and forecasting
Automated anomaly detection and alerts
/14

Automations Suite

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Replaces Zapier, Make, custom integrations

We rebuilt Zapier — but instead of connecting external apps, it's the custom wiring inside riivet that connects everything. Create automations to send Google reviews, email templates, onboarding videos, custom content from your business, queue AI audits, aid in workflow automation — anything you can think of, the automations center does it all. Visual drag-and-drop builder or describe what you want and let AI create it.

Internal automation engine connecting every riivet module
Send Google reviews, email templates, onboarding videos automatically
Queue AI audits and workflow automation triggers
Visual drag-and-drop automation builder
AI-powered automation creation from natural language
Conditional logic, time-based triggers, and delays
/15

Custom Workflows

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Replaces Custom spreadsheets, manual job tracking

A custom workflow system that lets you put together every step of a project to your liking. Dates auto-punch based on user input so you can track progress of each job in real time, see cycle time analytics, and manage every job to the T. Fully comprehensive job management from first notice of loss to final payment — every step defined, tracked, and measured.

Define every step of a project to your exact specifications
Auto-punching dates based on user input
Real-time job progress tracking
Cycle time analytics across all jobs
Customizable per department (water, fire, mold, reconstruction)
Full audit trail of every workflow step
/16

E-Signatures

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Replaces DocuSign, PandaDoc, HelloSign

We rebuilt DocuSign. Drop in your existing agreements and have AI rebuild them for you, or attach custom sign and info fields, save it, and e-sign people right in the app or on the phone in the field. Pull up docs to sign with your customers face-to-face. Documents auto-send to the client after signature, IP addresses are tagged for legal proof, and everything saves directly into the project file.

AI rebuilds your existing agreements automatically
Custom sign and info field placement
E-sign in the app, on the phone, or face-to-face in the field
Auto-send to client after signature
IP tagging for legal proof of signature
All signed docs saved directly into the project file
/17

Fleet & Asset Management

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Replaces Separate fleet management tools, spreadsheet tracking

Full fleet management and asset management built into the system. Track every vehicle, trailer, dehumidifier, air mover, and piece of equipment across your entire operation. Link into live GPS and Bluetooth asset trackers for real-time location and status monitoring — know exactly where every asset is at all times.

Vehicle, trailer, and equipment tracking
Live GPS and Bluetooth asset tracker integration
Real-time location and status monitoring
Equipment assignment to jobs and crews
Maintenance scheduling and history
Utilization reporting across your fleet
/18

Employee Rewards

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Replaces NectarHR, Bonusly, manual recognition programs

We rebuilt NectarHR. Every employee has their own completely custom profile where they level up and earn points for completing achievements, birthdays, anniversaries — however you want to set it up. Employees send shoutouts to each other, and points are redeemable for rewards the company defines: Amazon gift cards, PTO days, company swag, and more. All customizable to your company's culture.

Custom employee profiles with leveling and point systems
Achievement-based rewards: birthdays, anniversaries, milestones
Peer-to-peer shoutouts and recognition
Redeemable points: Amazon gift cards, PTO, company swag
Fully customizable reward catalog per company
Engagement tracking and leaderboards
/19

Integrations & API

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Replaces Custom API work, manual data migration

Full integrations suite with a robust API. Connect riivet to any external system you need. Import data from any existing CRM with our seamless onboarding process — we intake any export and get you up and running Day 1 of launch. No lengthy migration timelines, no lost data.

Robust API for custom integrations
Import from any existing CRM (DASH, Albi, Xcelerate, PSA, and more)
Seamless onboarding — up and running Day 1
QuickBooks Online and Sage integration
Webhook support for real-time data sync
Full data export capabilities
/20

AI Support & Changelog

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Replaces Help desks, support tickets, scattered documentation

A fully trained AI support system that knows the entire platform inside and out. Built-in bug reporting, feedback submission, and a live changelog so your team always knows what's new. Maximum support for all users at all times — no tickets, no waiting, just instant answers.

Fully trained AI support assistant
Built-in bug reporting and feedback submission
Live changelog with feature updates
Instant answers — no support tickets or wait times
Context-aware help based on where you are in the app
Video tutorials and guided walkthroughs

See it in action

20 modules. One login. Zero integrations to manage.
Request a demo and see how riivet replaces your entire stack.

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