How to Automate Next Gear DASH

A DASH job file follows a loss from first call to certificate of satisfaction

A water loss involves three parties before the first air mover is switched on: the homeowner with the wet floor, the carrier or third-party administrator paying for it, and the restoration company doing the work. DASH is the job management system on the contractor's side of that triangle. It comes from Next Gear Solutions, a CoreLogic company whose restoration products now carry the Cotality name.

A loss goes in through DASH's intake form and becomes a job file holding the work authorization, photos, estimates, notes and, at the end, a signed certificate of satisfaction. The Compliance Manager gives each job type an automated task list, the Equipment Manager tracks every dehumidifier out on a job, and the Job Calendar shows project work beside employee availability. Technicians document drying in Mitigate, which replaces the MICA app and satisfies carriers that require MICA.

With the Engage add-on, homeowners follow the job through a web portal, and accounting flows to QuickBooks or Sage.

Losses arrive at 2 a.m. and estimates wait weeks for an adjuster

A supply line lets go under a kitchen sink at two in the morning. The call comes through the answering service, and whoever is on call works out which crew covers that ZIP code and whether it is program work with a contact deadline attached.

By Monday the estimate for last week's flooded basement has sat with the adjuster for six days, and nothing has come back. The project managers are on site from early morning, so the email to the adjuster waits for an evening.

For a company that documents losses in Encircle, the Monday production meeting needs every active job by stage from DASH beside the open documents and the equipment still out from Encircle. The operations manager builds that view by hand, one job at a time.

DASH keeps the adjuster's notes and every estimate version on the job

The Compliance Manager turns each job type into an automated task list, and in-app notifications tell the team when a task is done, a document is uploaded or someone needs to act. The intake form updates the job's key participants as soon as a loss is entered. Historical notes from Claims Connect and XactAnalysis sync into the job file, and the Estimate Tracker keeps every version of an estimate in one list the office can sort and send from.

The Payments Dashboard shows what each person has brought in over a period. With the Engage add-on, a technician sends an on-the-way message, and Engage requests a review from the homeowner when the job is complete.

Those tools work on DASH's own jobs and the people named on them. Which crew lead covers a ZIP code at two in the morning lives on the on-call rota, the email an adjuster needs after six quiet days is the project manager's to write, and a company that documents in Encircle keeps its equipment and photo gaps there. Where someone on call already watches the DASH queue overnight, routing adds little.

The crew lead covering that ZIP code gets the 2 a.m. loss directly

Within minutes of a loss entering DASH, the crew lead whose ZIP codes and loss types match it gets a direct Slack message with the address, the loss type, the intake notes, any carrier or TPA assignment and a link to the job. A loss that matches no rule lands in the dispatch channel for a manager to assign, and changing who is on call means editing the routing sheet.

Each Monday the project managers' channel lists every job that has sat more than three days in an adjuster-pending stage, longest first, with anything past seven days marked high priority. Beside each, an email to the adjuster quoting the claim number, the address and the days waiting is ready in the project manager's drafts.

At seven each morning the operations Slack channel shows every active job by stage, the ones that moved or stalled since yesterday, and, from Encircle, equipment past its pickup date and documents an adjuster review would miss. At 6:45 on Monday the leadership channel gets the work-in-progress report: active jobs and estimated revenue by loss type, jobs stuck in one stage for more than five days, and the open documentation and equipment items.

The routing sheet decides which crew lead WebRun messages at night

Routing a loss well takes the job's ZIP code and loss type from DASH and the on-call rota from the sheet the dispatcher keeps. WebRun is an AI agent that works a real Chrome browser, signed in as you. Its DASH login checks the queue every few minutes, day and night, and the routing sheet tells it which crew lead covers each ZIP code and loss type.

WebRun writes nowhere in DASH or Encircle: moisture readings, estimates and job stages are the team's to change. Each adjuster email leaves from the project manager's account after the project manager has read it. The routing runs all night; the adjuster follow-ups wait for Monday morning.