Portals / Field App
Waypoint on the adjuster’s phone, with nothing kept on it
The Field App opens on the adjuster’s assigned claims, read live from the server. File notes, diary entries, first reports and photos save straight to the claim through its normal doors.
There is no offline copy of claims or parties and no claim data on the device. The app works with signal, and every save goes straight to Waypoint.
The question this answers
What happens to a save on a weak signal?
It is written once. Each save carries its own once-only key, so a save sent twice on a patchy connection lands once and the repeat gets the first answer. Work still being written is kept as a server draft in the adjuster’s Unsaved Work tray — on the server, not the phone.
How the app is governed
Device, sign-in, tray
Switched On Per Organization
The Field App is an add-on, off until switched on, and cannot be used until the organization records a device choice: company devices only, or personal phones allowed.
One Phone, One Person
A phone registers to one person across the whole platform. A company device waits for an administrator to confirm it; a personal phone is refused where only company devices are allowed.
A Field Sign-in
Normal Waypoint email and password, then the authenticator code for the adjuster and administrator tiers. The app locks when the staff session limit — 8 hours by default — would have ended.
Assigned Claims Only
Claims where the person is the adjuster, or the adjuster on an open coverage line. Closed claims, other adjusters’ claims and other organizations’ claims are not found.
Photos Go Straight Up
JPEG, PNG or HEIC, up to 50 MB, scanned on upload, with a label, time and place. They wait in a drafts area until sent to the claim’s documents.
The Unsaved Work tray
Unfinished work is tracked, never lost
The same tray shows on the phone and on the desktop, and only the person who made the items sees them. A card names the claim and what is not saved — never a party’s name.
File Note, Diary Entry
“Not saved” — a server draft waiting to be sent to the claim
First Reports
Workers’ comp and statutory first reports, not saved
Photos
“[n] photos waiting to upload”
Day 6
The item and the badge turn to a warning
Day 7
The item shows as overdue
Discard
Asks first, marks the item discarded and keeps it — nothing in the tray is ever deleted
Where we are honest
What the app will not do
Keeping claim data off the device has a price, and we chose to pay it.
Not An Offline App
Without signal, nothing saves. That is the cost of keeping claim data off the phone, and it is deliberate.
View Only Profiles Do Not Use It
A View Only profile holds no assigned claims, so the field sign-in refuses it.
A Forced Sign-out Reaches Every Device
An administrator who signs a person out marks every device of theirs signed out at its next contact.
Read next
Lose signal on purpose
Start a file note, walk out of coverage, come back and send it twice. Watch it land once, and watch the tray count down.