T&M Flow is a cloud-based collaboration platform designed for the property loss and insurance restoration industry. It serves as a centralized hub for project documentation, enabling internal teams and external stakeholders to work together in real time β from project start to billing closeout.
T&M Flow is the companion portal to T&M Pro, streamlining access and visibility without generating or editing billing data directly. Instead, it organizes field reports, documentation, and file submissions in a secure, role-based workspace.
T&M Flow solves a common industry challenge: disorganized data scattered across emails, mobile devices, and cloud folders. It helps standardize the flow of project-related information, reducing delays, miscommunication, and lost documentation.
It is especially helpful in workflows where multiple parties β internal staff, subcontractors, adjusters, carriers, and consultants β all need selective access to shared files.
T&M Flow supports collaboration across many roles:
Owners & Executives β Track documentation across all projects and improve compliance.
Project Managers β Organize data and manage access to internal and external contributors.
Field Staff β Upload jobsite photos, time logs, or reports without needing technical training.
Estimators & Billing Staff β Retrieve organized documentation to support invoicing.
External Stakeholders β View or contribute documents securely, based on assigned role.
1. Coordinated Jobsite Uploads
A field tech uploads the day's progress photos & data sheets directly into the appropriate project folder. The office has access instantly β no more chasing emails.
2. Secure File Sharing with Adjusters
An adjuster is given βView Onlyβ access to a shared folder and can see photos, logs, or reports without visibility into internal communications or other projects.
3. Clean Project Organization
Each job lives in its own isolated folder with role-based access, file version history, and a log of who uploaded what. No more data silos.
T&M Flow uses two levels of access control:
Company Roles (e.g., Owner, Admin, Manager) β control visibility across the organization.
Project Roles (e.g., Project Manager, Staff, External Staff, View Only) β control access within specific projects.
π Access is assigned intentionally. Not all users need both roles β permissions are granted based on responsibilities and security needs.
T&M Flow improves how documentation is handled across a property loss project. It ensures the right people have access to the right information β without compromising control, security, or efficiency.
If your work relies on time and material billing, T&M Flow gives your team the structure to upload, organize, and share project data without friction.
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