Claims Processing for Trades & Construction
Transform your trades & construction claims processing with custom automation built by Harvard-educated experts. Measurable outcomes in 4-8 weeks, backed by 98% client retention.
Expected Outcomes
Measurable results our trades & construction clients achieve with claims processing.
Automated intake and assignment ensures warranty claims reach the responsible person within hours rather than being lost in email inboxes for days.
Systematic tracking of subcontractor warranty obligations ensures back-charges are raised and recovered rather than absorbed by the principal contractor.
Pattern analysis identifies recurring defect types and their root causes, enabling process and training improvements that reduce future claims.
The Challenge
Common claims processing challenges facing trades & construction businesses.
Warranty claims arrive via phone calls and emails with insufficient detail, requiring multiple rounds of clarification before work can be scoped.
Claims are not matched to original job records, making it difficult to determine warranty coverage, responsible trades, and applicable subcontractor obligations.
Subcontractor back-charges for defect rectification are rarely pursued because the administrative effort outweighs the perceived benefit.
No analysis of defect patterns means the same types of issues recur across projects without any corrective action.
Implementation
How we implement claims processing for your trades & construction business.
Warranty and Defect Claim Intake
Warranty claims, defect notifications, and insurance claim reports are received through a structured online form that captures property details, defect description, photos, original job reference, and urgency classification.
- ✓ Tools: Typeform, Make, Google Drive
Claim Validation and Assignment
Claims are automatically matched to the original job record in ServiceM8 or Tradify. The system validates warranty period coverage, identifies the responsible tradesperson or subcontractor, and assigns the claim to the appropriate supervisor.
- ✓ Tools: ServiceM8, Tradify, Airtable
Assessment and Resolution Workflow
The supervisor conducts a site inspection and records findings through a mobile form. The system generates a scope of rectification work, schedules the repair, and tracks resolution through to client sign-off.
- ✓ Tools: Airtable, Google Calendar, Slack
Claim Analytics and Cost Recovery
Completed claims are analysed by trade, defect type, and cost. Subcontractor warranty claims are tracked for back-charge recovery. Recurring defect patterns trigger process or training interventions.
- ✓ Tools: Looker Studio, Google Sheets, Airtable
Why Choose Clever Ops
What makes our claims processing solution different.
Structured Claim Intake
Online forms with required fields for photos, defect descriptions, and property details ensure claims arrive with sufficient information to assess and assign immediately.
Warranty Period Enforcement
Automated matching to original job records validates warranty coverage and prevents the business from absorbing costs for out-of-warranty claims.
Subcontractor Accountability
Systematic tracking of defect claims by subcontractor supports warranty back-charges and informs future subcontractor selection decisions.
Quality Improvement
Defect pattern analysis feeds directly into trade team training and quality control processes, reducing the volume and cost of future claims.
Trades & Construction Compliance
Compliant with Safe Work Australia requirements, state WHS legislation, and Building Code of Australia (NCC) documentation standards.
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Frequently Asked Questions
Frequently Asked Questions
Ready to Transform Claims Processing for Your Trades & Construction Business?
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