Catch documentation gaps before they delay revenue.

PacketIQ helps restoration office teams identify unresolved follow-up and next steps so claim files move to billing faster.

AI-powered readiness scoring. Works alongside Encircle, QuickBooks, Xactimate, and more.

PQ
PacketIQ

Jobs

12 active jobs across your workspace

Import from Encircle
New job
Blocked

3

At Risk

5

Bill Ready

4

Garcia Fire DamageBlocked
Smith Water LossAt Risk
Williams Mold RemediationBill Ready

Why PacketIQ

Move jobs from documented to billable, faster

Restoration teams already have tools for documentation and estimating. PacketIQ adds the office-side action layer that helps teams catch gaps earlier, reduce billing delays, and move jobs forward with less back-and-forth.

AI-powered readiness scoring

PacketIQ analyzes every job and assigns a billing-readiness score. You see exactly what’s holding each file back — not a vague status, a specific list.

Automatic blocker detection

Missing work auth? Unsigned change order? Adjuster follow-up waiting on a response? PacketIQ detects these blockers and tells you what to do about each one.

Smart draft generation

Generate adjuster follow-ups, customer updates, or internal billing notes in one click. Each draft is specific to the job, not a generic template.

Connected to the systems you already use

Encircle, QuickBooks, Xactimate, PSA — PacketIQ pulls data from the tools your team already works in, so nothing gets re-entered.

AI-Powered Analysis

Every job scored, every blocker surfaced automatically

PacketIQ analyzes your job files, scores billing readiness, detects specific blockers, and recommends the next action. No guesswork.

Analysis
Updated 3 min ago

Billing Readiness

72/100

At Risk

72

Detected Blockers

Missing work authorization

No signed work auth found in uploaded documents

Adjuster follow-up pending

Supplement request sent 6 days ago, no response logged

Suggested Next Action

Send adjuster follow-up re: outstanding supplement request

Draft follow-upOwner: Office Admin

Readiness Scoring

0–100 score for every job, updated with each sync

Blocker Detection

17 deterministic checks catch issues AI alone could miss

Quality Controls

Every AI output is verified before reaching your team

Connected Systems

Works alongside the tools your team already uses

PacketIQ pulls data from the systems your team works in every day. No duplicate data entry. No switching between tools to check status. Your data stays current automatically where possible, and PacketIQ gently reminds you to refresh where it can't.

Encircle

Live

Claims, notes, media, and field documentation

QuickBooks Online

Coming soon

Invoices, estimates, payments, and customers

PSA

Coming soon

Office-side project status and workflow data

Xactimate

Coming soon

Estimate and assignment activity

PacketIQ never changes data in your connected systems. It reads what it needs to keep your billing view current.

How it works

A simpler way to move jobs from documented to billable

PacketIQ fits into the workflows restoration teams already have and helps office staff see what's missing, what's unresolved, and what needs to happen next before billing gets delayed.

01

Import jobs automatically

Connect systems like Encircle and bring job data into PacketIQ without manual re-entry. Documents, photos, and notes come along for the ride.

02

Catch gaps early

PacketIQ highlights missing documentation, unresolved follow-up, and billing-readiness issues before they cause delays.

03

Take the next step faster

Generate the next adjuster, customer, or internal action and keep the office workflow moving. Every output is reviewed before sending.

Early customers get guided first-time setup with a PacketIQ specialist.

In Practice

From stuck to billable

Here's what happens when PacketIQ catches a gap before your team does.

Without PacketIQ
Day 1

Garcia Fire Damage imported from Encircle

Day 3

Team reviews estimate, starts work

Day 8

Supplement sent to adjuster

Day 14

No one notices adjuster hasn't responded

Day 22

Office admin finds the gap manually

Day 23

Follow-up sent, 2+ weeks delayed

With PacketIQ
Day 1

Garcia Fire Damage imported from Encircle

Day 1

PacketIQ scores readiness at 64/100

Day 8

Supplement sent to adjuster

Day 10

PacketIQ flags: no adjuster response logged

Day 10

Draft follow-up generated, reviewed, sent

Day 13

Adjuster responds, job moves to billing

Result: file moves to billing 10 days faster with less manual chasing.

Built for sensitive job files and office workflows

Restoration documentation includes personally identifiable information, insurance details, and financial records. PacketIQ is designed with that responsibility in mind.

Human-reviewed outputs

Every AI-generated draft is presented for your team to review and approve. Nothing is sent or modified automatically.

Workspace-scoped access

Every query is scoped to your workspace. Your job files and data are never visible to other accounts.

Encrypted infrastructure

Integration credentials are stored server-side and encrypted. Business-grade infrastructure handles your data with care.

Works alongside existing systems

PacketIQ connects to your current tools without replacing them. Your documentation workflow stays intact.

Looking for a cleaner way to get jobs ready to bill?

PacketIQ is currently in private pilot with select restoration offices. Request access and we'll be in touch within one business day.

No commitment required. We'll walk you through setup.