New · Pro & Business

Give your best accounts a direct line to file a loss.

For the property managers, facilities teams, and commercial accounts you already hold pre-loss agreements and preferred-vendor status with — a branded portal where they report a loss straight to you. The moment they file, Vigilince runs a free safety scan and base read, and the loss lands in your Incoming-losses inbox as a first look. You're looking at it before you've dispatched a tech.

Incoming losses · 3
Harbor Lights PM — water lossSafety scan + base read · ready to open
Cedar Facilities — storm, roofFiled with 6 photos · first look ready
Mason Holdings — sewage backupQueued — out of credits · release with one tap
Reference only — verify on site
How it works

From your client's report to a first look in your hands

Three steps, built on the same honest engine as the rest of Vigilince. It orients you to the loss — it never prices it, and it never certifies a category, a hazard, or compliance. Reference only, verify on site.

1

Your client files the loss

From a portal that carries your brand and their name, your invited client reports a First Notice of Loss — a description and photos, plus optional loss type, location, contact, and time. They log in as their own separate account and see only what they've filed.

2

A first look lands in your inbox

The instant it's filed, Vigilince runs the free safety scan and base read, and the loss appears in your Incoming-losses inbox with a live count. You open it already oriented — loss type, conditions, and any stop-work flag to verify — before you dispatch a tech.

3

Never drop a loss

Out of credits, or the client over their submission cap? The loss is still recorded and parked in your inbox, flagged and waiting. Release it with one tap — Run now — or let it drain automatically the moment you top up. No real loss is ever lost.

The never-drop-a-loss guarantee

Every loss a client files is recorded — credits or not, cap or not. Nothing falls through the cracks.

Clients & client files

Organize the work around the accounts that matter

A durable folder for every client — and the paperwork that defines how you work for them.

A folder per client, with history

Contact details and full per-job history in one labeled place. It's a folder with memory, not a CRM — every job for that account stays attached, so you can see what you've done for them before.

Their files, stored with them

Keep each client's documents on their record — contracts, terms, price lists, and the protocols you pre-agreed. The paperwork that defines how you work for a preferred account lives where you need it, not buried in email.

Apply Client Protocols

Point a first-look at a specific client's own pre-agreed protocols and the report is augmented with that client's protocol-derived considerations. It still leads with source control and safety, still routes suspected conditions to on-site verification, and never claims you've complied with the protocol — it surfaces what their agreement asks you to account for, for you to confirm on site. (A paid action — 2 credits.)

Built honest, on purpose

Your client sees their losses — and nothing else

The portal is the same boundary-respecting product as everything else in Vigilince.

Strict separation

A portal client logs in as their own isolated account and sees only the losses they filed and whether each is received or closed — never your pricing, your other clients, or anything inside your shop.

The AI never prices it

The first look orients you to the loss. Pricing still comes only from your own price book — unmatched items left blank, marked "Needs pricing." A client report never produces a number.

Reference, never a verdict

The auto-read flags suspected conditions and what to verify — it never certifies a water category, structural soundness, or compliance. Every loss is reviewed and verified on site by your team.

Who it's for

The accounts you can't afford to lose

If you hold longstanding accounts, pre-loss agreements, or preferred-vendor status with property managers, facilities teams, commercial portfolios, or insurer contacts — the portal is how you make that relationship sticky. They get a direct, branded line to you; you get a first look in your inbox the instant a loss is reported, ahead of anyone they might call next.

The auto-read on each filed loss — a free safety scan and base read — costs you 1 credit. If you're out of credits, the loss is still recorded and queued until you run it. Available on Pro and Business plans.

Turn your best relationships into your best pipeline

Join the waitlist, then add the FNOL portal on Pro or Business when your invite arrives. Invite a client and a first look lands in your inbox the moment they file.