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What pdrOS is, in one page

Answers: what is pdrOS? what does it do for me? what do I have to do myself, and where on the screen?

pdrOS is an office employee trained on your cases. It types, sends, chases, counts and remembers. You decide.

What it does for you

  • It makes the customer's contact profile when they sign up. It gives the case its RO number (your case number) and sends the welcome text and email.
  • It asks the customer for the documents you need, and keeps asking on a schedule until they arrive.
  • It emails the customer your range and the agreement. When they sign, it invoices the fee through Square and sends you a task.
  • It emails the adjuster and the other appraiser as you, with the right PDFs attached, and chases them when they go quiet.
  • It stops every chase the moment you record their answer (their number or their report), and tells you.
  • It does the settlement arithmetic, emails the customer the summary, asks for the review and closes the case.
  • It writes a note on the customer's contact profile for everything it does, with the time, so you can always see what happened.

What you do

Everything you do in pdrOS is one of three motions. All three happen in a field on the left side of the customer's contact profile.

  1. Upload a PDF. Your report goes in Upload Estimate Doc Here ⚡ (folder Estimates). The RTA goes in RTA or demand PDF (folder CASE). Their report goes in Supplement #1 Upload Doc Here ⚡ (folder Supplements).
  2. Type a number or a date. For example Their number ⚡ and My number (folder CARRIER & APPRAISER), Range low and Range high (folder CASE), Award amount ⚡ (folder OUTCOME).
  3. Set a Send switch ⚡ to Send it now. A Send switch is a list at the top of folder CASE; the guide calls it a switch. There are five, in the order a case uses them: Send range, Send demand, Send our report, Send counter and Send summary.

Each motion starts the right work. In this guide, every field or switch that starts work is marked ⚡.

How to do any of the three

  1. In the left menu, click Contacts.
  2. Click in the search box at the top of the list and type the customer's last name or RO number.
  3. Click the customer's name in the list. Their contact profile opens. You are in the right place when you see the customer's name at the top left and their texts in the middle.
  4. On the left side of the contact profile, scroll down to the folder and click the folder's name to open it.
  5. Find the field.
  6. Do its action. A PDF: click Click to upload, pick the PDF on your computer and click Open. A number: click in the box and type it. A date: click the box and pick the day. A Send switch: click the box under it and pick Send it now.
  7. Click the blue Save button at the bottom of the left side. Nothing happens until you click it.

Between motions, you read your tasks. In the left menu, click Tasks. Click the task's row, then click Open Full View. When the step is done, click the green Mark Complete button at the bottom right. If the task is already gone when you come back, pdrOS closed it because the step happened.

Where the line is

pdrOS does the work where doing it for you is safe and saves time. Anything risky waits for you. Your range, your demand, your report, your counters and the settlement summary go out only when you set their Send switch. No figure is ever read for you from an email. You put the numbers in; the system sends, counts and remembers.

How much it saves

Think of one total loss today. You write the range email, the agreement and the invoice. You send the RTA with its attachments, two to four chase emails and two or three counters. You do the summary arithmetic, ask for the review and log every date. That is roughly an hour to an hour and a half of office work per case. With pdrOS it is about ten minutes of typing numbers and setting switches, and nothing is forgotten.

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