"Every way your data gets into Verinode"

The short answer

There are twenty-two ways to get your data into Verinode, and eighteen of them work today. None of them is data entry. There is no form where you retype your business, and nothing your office does twice.

If you want the one-line version to give a partner or a project manager: connect a system once and Verinode reads it directly, let a tool with no API send its own export, hand something over in the moment, or just talk. Those four options are the whole model. Everything below hangs off them.

Why there are four families and not one list

The families are sorted by what they cost you over time, because that is the thing operators are actually asking about. Nobody asking "how does my data get in" cares about file formats. They are asking whether this turns into a second job for their team.

| Family | What it costs you | How many ways | |---|---|---| | Connect | One authorization, ever | 5 | | Flow | One setup inside a tool you already own | 3 | | Capture | Nothing to set up | 9 | | Talk | You were having the conversation anyway | 5 |

Setup effort is normal and worth it. Recurring manual work is not, and Verinode only has one door with recurring effort in it, which is labeled as such below.

Connect: authorize once, Verinode reads it itself

These are direct connections into a system of record. You approve it one time and data keeps arriving with nothing else asked of you. Every one of them is read-only. Verinode never writes back into a system you own, and the QuickBooks connection never touches your books.

• QuickBooks. Online and Desktop. Pulls the P&L, vendor bills, and payment timing that your margin and cash views are built on. This is the single highest-value connection available, because a P&L is not something anyone emails around, so no amount of document forwarding substitutes for it. See connecting QuickBooks.
• Your inbox. Google Workspace or Microsoft 365, with the exact scopes shown to you before you grant them. The inbox carries the narrative of a job: the adjuster thread, the approval, the denial, the supplement argument. It is also the only door that backfills history instantly, so one connection gives Verinode years of context at once. See connecting your mailbox.
• Your calendar. Google Calendar or Outlook Calendar. This is how Verinode sees the shape of your week: which meetings actually happen, where leadership time goes, and where the gaps between job milestones open up. See connecting your calendar.
• A shared folder. One Google Drive, SharePoint, or OneDrive folder, shared with Verinode. Everything that lands in it gets read. It fits how most offices already work, because the folder usually exists before Verinode does. See connecting a shared folder.
• The API. A public, versioned REST API under a key you issue and revoke yourself. Push jobs, clients, vendors, and documents, post operational events in batches, and register a webhook to get changes pushed back to you. Events cost no Intelligence Units, ever. See developer API keys.

Flow: your tool sends its own output in

Most restoration software has no API anyone outside the vendor can use. Flow is the answer to that, and it is the family that covers the largest part of a typical stack. Instead of Verinode reaching into the tool, the tool sends its own output to Verinode. You set it once and stop thinking about it.

Verinode always picks the most automatic method the tool actually supports, in this order:

• Auto-forward rule. Most tools with no API still email you something: a nightly report, a job-status notification, an invoice copy. One filter in Gmail or Outlook forwards that mail to your Verinode address the moment it arrives. Set it once, it runs forever.
• Scheduled export. Plenty of restoration tools can already send a report on a schedule and almost nobody uses the setting. Point that schedule at your Verinode address and the tool does the work: the export leaves on time, with nobody remembering to run it.
• Guided pull, with reminders. Some tools genuinely cannot forward or schedule anything. For those, Verinode gives you the exact export steps for that tool, lets you name who owns the pull and how often, and puts the reminder on that person's calendar.

See setting up Flow for a tool and assigning a Flow to a teammate.

Capture: hand something over, whenever it suits you

Nothing to set up, available from a desk or a job site, and this is where almost every operator starts.

• Forward an email. Your account has its own inbound address. Forward an invoice, a carrier thread, an estimate, a certificate, and Verinode reads it exactly as it would from a direct inbox connection. Your team can forward to it too. See email forwarding.
• Upload a file. Drag in a P&L, an export, an estimate, a report. PDFs, spreadsheets, Word documents, images, Xactimate transfer files, and plain text. See the upload channel.
• Bulk upload. Select a whole folder at once: a year of invoices, an archive of job folders, everything your last system exported. Verinode queues the batch, deduplicates against what it already holds, and reports per file rather than pretending a batch either wholly succeeded or wholly failed. This is usually how an account goes from empty to a real benchmark in one sitting.
• Import a list. Some data is not a document at all, it is a spreadsheet you already keep. Clients, vendors, leads, crew. Verinode maps the columns, shows you the match before writing anything, and merges into records you already have. See importing leads.
• Paste it. Sometimes the data is on a screen you cannot export from: a carrier portal, a vendor's web page, a thread in a tool with no download button. Select it, copy it, paste it in. It is the escape hatch for a walled garden that will not give you a file.
• Snap a photo. A receipt on the dashboard, a signed work authorization, an equipment tag, a certificate on the wall, a whiteboard after a production meeting. This is the door that works on a job site. See the photo channel.
• Record a video. Walk a loss in the app and narrate it as you go. The audio is transcribed and read as spoken word, so the scope you described out loud on site becomes evidence on the job instead of something to type up later.
• Leave a voice note. Thirty seconds in the truck after a customer meeting captures more than an evening of typing that nobody does. See the voice channel.
• Answer a form or audit. Verinode ships audit and survey templates for the things no document records: a safety self-check, a carrier program review, a crew debrief, a customer follow-up. The answers land as structured records feeding the same benchmarks as everything else. See running an audit.

Talk: the conversation is the data

Roughly two-thirds of what happens on a restoration job is spoken and never written down. The carrier delay mentioned on a call. The handoff that got dropped. The promise a sub made standing in a driveway. This family exists to catch it.

• Chat with IQ. IQ is not only a way to ask questions, it is a way to answer them. Correct a number, name a vendor it has wrong, explain why a job ran long, say what you actually pay for a line item. A two-line answer in chat can close a data gap no document would ever have filled.
• Speak with IQ. The same conversation, spoken. It exists because the people with the most to tell IQ are the ones least likely to sit down and type it.
• The Verinode Notetaker. Invite it into a Zoom, Teams, Meet, or Webex call and it joins as a visible participant, named in the attendee list so everyone in the room can see it is there. It is for the meetings nothing records today: production meetings and leadership meetings, where a restoration business actually decides things. The name it joins under is the company name on purpose, so a homeowner or adjuster who has never heard of Verinode can look it up and answer "who is recording me?" See the Verinode Notetaker.
• Your field recorder. Verinode does not sell you a microphone and does not care which one you use. If your crew already records site visits on a pendant, a clip, or a phone, or if you run a notetaker like Otter, Fireflies, Fathom, or Granola, send the finished transcript in by forward, upload, or shared folder and it is read like anything else. The recorder stays your own vendor and never becomes a Verinode subprocessor.
• Reply to IQ. IQ works in your inbox, not only in the app. When it emails you a decision and you reply with a number, a correction, or a reason, that reply is read and kept. Most operators use this door constantly without ever thinking of it as getting data in.

What is still rolling out

Four of the twenty-two are built and in pilot rather than switched on for everyone. They are waiting on somebody other than Verinode: a vendor approval, a contract, a first cohort.

| Way in | What it is waiting on | |---|---| | QuickBooks | In review with Intuit for production access | | Your inbox | In pilot with the first operators | | Your calendar | In pilot with the first operators | | A shared folder | In pilot with the first operators |

The other eighteen work right now. Nothing on this page is a roadmap item dressed up as a feature; anything not marked here is live.

Your inbox is one door, and not the important one

Worth stating plainly, because it is the most common misunderstanding: Verinode is not an email reader.

Email carries the narrative of a job, and that matters. But it carries almost none of the numbers. Your P&L is not something anyone emails around. Neither is your job costing, your turnover, your incident history, or the timestamps that add up to cycle time. Those live in accounting, in payroll, and in job management.

That is why the highest-value thing you can do is not forward more email. It is connect QuickBooks, point Verinode at the folder your job documents already land in, and set up Flow for the one or two tools that hold your schedule. Forwarding is the fastest way to start; it is not the way to finish.

1. 1Forward one real document to your Verinode address today. No setup, and you see what extraction actually does with your own paperwork.
2. 2Open Connect and add every tool your office actually runs, so Verinode knows what your stack is and can tell you which door fits each one.
3. 3Connect your accounting. This is the one that unlocks margin against peers, and nothing else substitutes for it.
4. 4Turn on Flow for any tool showing Set up Flow, choosing auto-forward or a scheduled export over a guided pull wherever the tool allows it.
5. 5Bulk upload your history once. It is the difference between a benchmark that works next quarter and one that works this week.

Related reading

• Connect: get your data flowing: the Connect page itself, screen by screen.
• How Connect and Flow work: the sources model: the two control families in more depth.
• Forwarding documents: what happens to a forwarded invoice.
• Your data and your Vault key: how what you send in is held once it arrives.
• Benchmarks overview: what your contributed data buys you back.