
Restoration CRM
Restoration job management: Ruby can search jobs, read notes, insurance, milestones, and photos, and update jobs, notes, statuses, and financials.
Ask Ruby
Ruby reads from Xcelerate and grounds her answers in your data. Every tool is read-only: she surfaces, summarizes, and drafts; a human always 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.
Createfile
[WRITE] Changes data in the connected account. Create New Master Job and Job Mandatory Fields: Job Name, Customer Type, Job Type, First Name, Last Name, Loss Address, Loss City, Loss State, Loss Zip, Loss Date (MM/dd/yyyy), Pay Type (Self or Insurance), Created By (POST /xcelerate/action/File/v1/create)
Deletefile
[WRITE] Changes data in the connected account. Delete File (DELETE /xcelerate/action/File/v1/delete)
Updatefile
[WRITE] Changes data in the connected account. Update File Details (PATCH /xcelerate/action/File/v1/update)
Updatejobstatus
[WRITE] Changes data in the connected account. Update File Status (PATCH /xcelerate/action/v1/File/update/status)
Createactionnotes
[WRITE] Changes data in the connected account. Create a new Note for a File (POST /xcelerate/action/v1/notes/create)
Deleteorganization
[WRITE] Changes data in the connected account. Delete Organization(s) Proxies DELETE request to contractor-backend endpoint /xcelerate/crm/organization/batchDeleteOrg (DELETE /xcelerate/crm/organization/delete)
Saveorganizationnotes
[WRITE] Changes data in the connected account. Save Organization Notes Proxies POST request to contractor-backend endpoint /xcelerate/crm/organization/notes/save (POST /xcelerate/crm/organization/notes/save)
Saveorganization
[WRITE] Changes data in the connected account. Save Organization Proxies POST request to contractor-backend endpoint /xcelerate/contacts/crm/organization/save (POST /xcelerate/crm/organization/save)
Updateorganization
[WRITE] Changes data in the connected account. Update Organization Proxies PATCH request to contractor-backend endpoint /xcelerate/crm/organization/update (PATCH /xcelerate/crm/organization/update)
Grounded answers
Ruby reads Xcelerate live and cites what she found, so answers reflect your actual data, not a stale export.
Read-only by design
Least-privilege, read-only access. Ruby surfaces and drafts; your team always takes the action.
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 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, read-only access Ruby uses.
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.