Jobs & clients
Work with the jobs, clients, and carriers that make up your book of work.
48 articles · IQ
Clients and carriers
How Verinode organizes your clients, carriers, and TPAs, and what it tells you about each relationship.
"Book of Business: where your revenue comes from"
Every dollar you collect came from somewhere: a specific payer, a specific service line, a specific type of property, a specific cause of loss. Book of Business takes every job you have collected m…
"Signals: how Verinode watches your data (the Pipeline section)"
A Signal is a single, machine-detected observation about your business: a job that has gone quiet, a carrier balance aging past that carrier's own average, a certification about to lapse, a vendor…
A job's line items and pushback
The **Line Items** section of a job profile breaks the claim down to the individual lines: every priced item on the estimate, supplement, and invoice, each with its quantity, unit price, total, and…
A job's numbers and cohort comparison
Open any job and you land on its profile. This article walks the four sections that answer the question "how did this one claim actually do, and how does it read against jobs like it": **The Number…
A job's process and timeline
Every job runs a process, from the day it is assigned to the day it is paid. The process view on a job answers three questions about that one claim: how long each stage actually took, how that timi…
A signal's lifecycle: new, seen, actioned, resolved, parked
Every signal Verinode raises, a job gone quiet, a carrier balance aging past normal, a certification about to lapse, lives as a single row that carries a `status`. That status is the whole story of…
Acknowledging a signal (mitigation planned, accepted, false positive)
Most signal cards in Verinode resolve through the same three buttons: **Act**, **Not now**, **Ignore**. Act opens the decision workspace, Not now snoozes the card, Ignore dismisses it. But some sig…
Adding a job
Almost every job on the Jobs page arrives on its own. Verinode reads the CSV exports, estimates, invoices, and emails that already move through your ERP and estimating tools, and jobs appear as tha…
All Clients: filtering your book and spotting concentration risk
All Clients is the full, searchable roster behind the Clients home: every carrier, TPA, private-pay, and commercial relationship you have, in one filterable list. Where the Clients home surfaces Ve…
Asking IQ for a job's file
You do not have to open a job, or even remember which one it was, to get at its record. Ask IQ, and it pulls the job's file into the chat: the same record the [Job file export](/help/jobs-proof-pac…
Capture by project manager
Capture by project manager is a small table on the Jobs home that reads capture quality **person by person**: how much of each estimate actually gets approved, and how often supplements get filed,…
Carrier Programs: eligibility, required certs, and vendor approvals
A "carrier program" is a named preferred-vendor or network arrangement a carrier runs, the kind of thing you enroll in by name: Liberty Preferred, a Travelers ASP tier, and similar. Getting in, and…
Client Benchmarks: how your book compares to peer operators
Every other tab inside Clients reads your own book on its own terms: how fast a carrier pays you, how much you collect, whether a relationship is declining. The Benchmarks tab adds the piece none o…
Client Findings: what deserves attention today
Client Findings is Verinode's actual work product for your book of carriers, TPAs, and payer relationships: the specific, dollar-backed decisions your agent has surfaced from the jobs, payments, an…
Client Health: which relationships are declining
Every carrier, TPA, private-pay, and commercial client has a rhythm: how fast they pay, how much of what you bill actually gets collected, how often they push back on supplements, and whether you h…
Client Intelligence: your data vs the network, and peer ratings
Every carrier, TPA, private-pay, and commercial relationship in Verinode has an **Intelligence** tab on its detail card, and it is deliberately split into two labeled buckets that never mix: **What…
Client types and how relationships get created
Clients is Verinode's relationship lens on everyone who pays you: carriers, TPAs, private-pay homeowners, and commercial accounts. Every job, payment, and scorecard you already send Verinode carrie…
Clients on mobile
The mobile Clients page carries the same portfolio the web page does: every carrier, TPA, and private-pay or commercial client you get paid through, reflowed for a phone. Nothing is calculated diff…
Dollar impact, margin levers, and the hard/soft/gap register
Every signal Verinode detects can carry up to three pieces of financial framing: a dollar figure (**estimated impact**), a time base for that figure (**impact period**, annual, monthly, per job, or…
Estimate Analysis
Estimate Analysis checks one estimate's lines against your own past estimates for the same line item, and flags the ones that look unlike how you have billed the same work before. It is an error-ca…
Exhibits: what gets appended to a job file
A [job file export](/help/jobs-proof-packet) ends with an exhibits index, and, in the full record, the exhibit files themselves appended as pages. Both are driven by one ordered list, built once: t…
Finding your jobs, list, table, and calendar
Your jobs flow in from the tools you already use, and the Jobs page is where they land. The same set of jobs can be read three different ways, and you switch between them with the view toggle in th…
Job types, perils, and service lines
Every job in Verinode carries a category, the kind of work it is. But behind that one word sit two separate questions Verinode answers about each job: what caused the loss, and what work you actual…
Jobs on mobile
The Jobs page on the mobile app carries the same portfolio the web page does, restructured for a phone. The web page lays jobs out in a wide shell of stacked rows; the phone folds that into a few h…
Open a job's file from the Apps row
The Apps row on both the **Jobs** and **Compliance** pages carries a launcher tile headlined **"Open a job's file,"** with the subline "The full record: dispute detail and correspondence, ready to…
Opening a client: the relationship detail card
Every carrier, TPA, private-pay, and commercial relationship you work with has one detail card: a full-screen overlay that opens on top of the Clients list. It is the same shell used across Verinod…
Processes with a client and how each carrier pays you
Every client relationship runs on a process, whether or not it is written down: the categories of work you actually do with that client (water, fire, mold, reconstruction, contents), and the sequen…
Pushback: the denial cut on carriers and TPAs
Every other view of a carrier or TPA leads with approval: what they pay, how fast, how often. Pushback leads with the flip side, what they cut. It is the share of your submitted supplement dollars…
Reading signal severity and confidence
Every decision Verinode surfaces, on a job, a client, a carrier, a vendor, or your business as a whole, carries two independent readouts: a **severity** (how urgent it is) and, where the underlying…
Reading the evidence on a signal tile (coverage grid, trend line)
When Verinode surfaces a signal, wherever a signal renders as a wide Take Action tile, it does not just print a paragraph of colored text. The tile carries a small icon that identifies what kind of…
Scorecards: tracking carrier and TPA performance over time
Most carriers and TPAs send a periodic report card: an on-time percentage, an average cycle time, a customer-satisfaction score, sometimes a tier ranking. Those documents usually land in an inbox,…
Signal count badges on entity cards
Wherever Verinode lists individual records, vendors, jobs, clients, or carriers, a record with something open on it can carry a small pill next to its name: a colored dot and a count, for example "…
SLA & Programs: are you meeting carrier service levels
Every carrier and TPA program you work under comes with a service-level agreement, whether it is written into a program manual or just the pace they expect from a preferred vendor: photos on file w…
Take Action and Explore on Jobs
The Jobs home has two rows that do the real work: **Take Action** and **Explore**. Take Action is where a job-level decision surfaces with a dollar figure attached, ready for you to open and work.…
Telling Verinode a signal was helpful or wrong
Some signals carry more than a rule-based observation. Once you are past the free tier, Verinode runs a reasoning layer on top of the raw detector output: it takes a cluster of atomic findings, wri…
The Clients first-visit reveal
The Clients section's [first-visit intro](/help/section-onboarding-first-visit) opens its start step with that question, and the panel under it reads "Name a carrier you take work from. IQ shows it…
The Clients section: your carrier, TPA, and payer relationships
Clients is where Verinode reads every relationship you get paid through: carriers, TPAs, and the private-pay and commercial clients you bill directly. A carrier or TPA is not a folder of jobs, it i…
The Job file export: a job's full record as a PDF
The **Job file** button turns one job into one document: a branded PDF that compiles the job's full record, the claim identification, the lifecycle from intake to payment, what the carrier disputed…
The Job File: one job's story, intake to pushback
Open any job and the first tab you land on is **Job File**: one chronological rail telling the whole story of the claim, from the loss through intake, estimating, the work itself, the carrier's pus…
The job profile
The job profile is what opens when you click a single job anywhere in Verinode. It is the full read on one claim: where the money stands, what has happened to it, and how it has moved from assignme…
The Jobs detail tabs
The Jobs page opens as a row of Explore tiles. Tap any tile and a full-screen glass slider opens with six tabs across the top. Each tab is a different lens on the same job book: the decisions your…
The Jobs section
The Jobs section is your book of work in Verinode: every restoration job you have run or are running now, read and organized into one place you can navigate. It is where a water loss, a fire rebuil…
The Signals panel on a vendor, job, client, or carrier
Every vendor, job, client, and carrier record you open in Verinode carries its own **Signals** panel, embedded directly inside that entity's detail card. It is not a separate page. It is a short, s…
TPA Programs: the keep, drop, or renegotiate read
A TPA (third-party administrator) program is a deal: you get routed work in exchange for a fee, a price-list discount, or both, plus whatever turnaround and documentation requirements the program s…
What Verinode can detect, the signal catalog
Every night, and again whenever fresh data lands, Verinode runs a long list of detectors against your book of work. Each detector asks one narrow question: is a vendor's price drifting above market…
When a carrier reverses its own prior position
Carriers keep records, and so do you. The Contradiction Watchdog reads your own history of line-by-line carrier decisions and flags the moment a carrier reverses itself: it approved a line item on…
Why a dismissed signal stays quiet (and when it comes back)
When you click **Ignore** on a decision, that click is feedback: you are telling Verinode this particular observation is not useful to you right now. Before this logic existed, that feedback went n…