Xcelerate
Restoration CRM
Restoration job management: Ruby can search jobs and read notes, insurance, milestones, photos, and financials.
Ask Ruby
4 read tools
Ruby reads from Xcelerate and grounds her answers in your data. Every connection starts read-only: she surfaces, summarizes, and drafts, and your team takes the action.
Get job
Full live detail for one or more Xcelerate jobs BY CODE: customer contact, loss and billing addresses, insurance (carrier, claim number, policy number, deductible), estimate/invoice/payment totals, and the full note history. Always reads Xcelerate live, so it is current even when the synced index is not. Use xcelerate_search_jobs first if you do not know the code. Documents and photos are NOT included; use xcelerate_job_documents.
Job documents
List the documents and photos on an Xcelerate job, each with a DIRECT download URL. Photos (file_type "Picture") are vision-ready: load the returned url straight into vision, no signed-URL step needed. PDFs and other documents can be passed to read_document. Jobs routinely carry HUNDREDS of files (one real job had 276), so filter by file_type and expect the list to be capped.
Job milestones
The stage timeline for one Xcelerate job: date received, contacted, inspected, work authorization, estimate sent and approved, into production, start, certificate of completion, invoiced, final invoice, paid, and closed. Reads Xcelerate live. A null stage means it has not happened or was not recorded, NEVER that the job skipped it. For cycle times across many jobs use xcelerate_job_stats with duration_from/duration_to instead.
Activity sweep
Documentation-coverage sweep across this account's ACTIVE jobs. Answers 'which jobs did not get documented' in one call. Returns INCOMPLETE VISITS (someone worked the job on the target day but logged only a note or only photos, not both), plus GONE QUIET split into jobs that went quiet TODAY and jobs that were already quiet. Reads Xcelerate live, buckets timestamps in the workspace's local timezone, and never returns raw document lists. Statuses, quiet threshold, and excluded job codes come from the workspace's saved settings unless you pass them explicitly. Use THIS for any 'who missed documentation', 'what went quiet', 'daily scrub', or 'documentation coverage' question instead of pulling jobs one at a time.
Read-only: write access is not offered for Xcelerate yet.
Built for restoration, not bolted on.
Grounded answers
Ruby works from your actual Xcelerate data and cites what she found, so answers reflect your business rather than a stale export.
Reads by default
Every connection starts read-only. Ruby surfaces and drafts while your team takes the action; writes are opt-in per connection, human-approved by default, and always logged.
Managed, secure auth
Connect with one click. Tokens are encrypted and scoped per company; revoke access any time.
Knows restoration
Ruby understands jobs, claims, drying logs, and AR, so Xcelerate data lands in the right operational context.
Connect once, then just ask.
Connect Xcelerate once in Ruby. Ask in the Ruby app, or bring the same secure connection into the assistant your team already uses.
Ruby
Ask in the Ruby app and get an answer grounded in Xcelerate and the rest of your connected stack.
Claude
Bring the same secure Xcelerate connection into Claude so it can answer with your live data.
ChatGPT
Use Xcelerate from ChatGPT with the same per-company, permissioned access Ruby uses.
Frequently asked questions
Do I need developer credentials to connect Xcelerate?
You paste an API key from your account in Settings > Integrations. There is nothing to build; Ruby stores it encrypted and scoped to your company.
Can Ruby change anything in Xcelerate?
No. The Xcelerate connection is read-only. Ruby reads, summarizes, and drafts; a human always makes the change in Xcelerate.
Is my Xcelerate data secure?
Credentials are encrypted at rest and access is scoped per company. You can revoke the connection at any time from Settings > Integrations, which immediately cuts Ruby off.
Can I use Xcelerate alongside my other tools?
Yes. Ruby reasons across every tool you connect at once, so she can tie Xcelerate to your CRM, accounting, email, and documentation in a single answer.
