Playbooks

Packaged expertise, your way.

Expert workflows that work from day one, built by a team with decades supporting restoration operators. Run them on a cadence, on a trigger, or on one click. Advisory now, automated as you trust her.

Real-timeDailyMid-jobAt close-outWeeklyOn-demand
01 · Live today
Shipping now.

In the library on day one.

At FNOLLiveProprietary

No-Pay Risk Flag

Ruby reads the inspection notes and photos the moment a loss lands and flags denial and documentation risk before the work begins: the gaps a carrier will use to dispute the file, surfaced while there is still time to close them. Informed by a decade of carrier behavior.

Why it matters

A denial you see coming at FNOL is a denial you can prevent. One you discover at invoicing is a write-off.

Mid-jobAt close-outLive

WIP / Final Documentation QA

Ruby watches every in-flight job and audits every close-out file against the published standards of the trade, your shop rules, and carrier behavior: category documented, source confirmed, readings on cadence, dry standard tracked, equipment matching scope, signed authorizations with state-specific regulatory insight. Per-job scorecard plus a portfolio roll-up, ordered worst to best, fix first.

Why it matters

Catches gaps on day 1, not day 7, and ships audit-ready packages instead of carrier ping-pong.

At close-outOn-demandLiveProprietary

Scope vs. Documentation QA

Ruby compares the scope against the documentation and reads both directions: documentation gaps that leave the scope undefended, and documented work the scope never captured. Two findings lists, one pass: what to fix, and what you earned but never billed.

Why it matters

Most shops leak margin both ways. This catches the leak before the invoice goes out.

On-demandLive

Build your own

Every shop runs differently. Tell Ruby what you want in plain language and she drafts the playbook: the steps, the checks, the output. You refine it, you run it, it's yours.

Why it matters

The playbook you actually need is the one your operation invented. Now it ships in an afternoon.

02 · More on the way
No previews, no vaporware.

The library grows.

New playbooks drop when they are ready, built the same way: expert workflow, revenue intelligence, your shop rules. No previews, no vaporware.

Request

Tell us what you want. We’ll build it.

Describe the workflow that eats your week and we’ll tell you what Ruby can do about it. The best playbooks in the library started as a request.

03 · Build your own
Create-playbook, live now.

Don't see it? Describe it.

Tell Ruby what you want in plain language and she drafts the playbook. You refine it, you run it, it's yours.

Step 1

Describe it

Step 2

Ruby drafts it

Step 3

You refine and run

Build your first playbook