Tasks
Manage reminders and follow-ups
Revenue
All-time performance and monthly trends
Customers
Everyone you've written a job or estimate for
Settings
Shop profile, rates, integrations, and forms
These rates are used for all new estimates and invoices. When set, shop rates always override zip-based approximations.
Connect your Gmail or Outlook account so insurance follow-up emails are sent directly from your shop address, and any reply the carrier sends shows up right here on the claim — no need to check a separate inbox. Insurance companies see your real email — not Instamate.
Not using Gmail or Outlook? Yahoo, iCloud, and other providers can't connect through the buttons below at all — Google and Microsoft's login screens only work with their own accounts. Skip straight to "Connect another email" near the bottom of this card instead.
Using Yahoo, iCloud, or another provider without Gmail/Outlook? Connect it directly — Instamate sends through your own mail server, so the message (and any reply) stays in your own account's Sent/Inbox. No thread view in Instamate for this option, since we're not given read access to your mailbox.
Connect another email
Advanced (host / port)
Customer payments go directly to your Stripe account. Instamate collects a small platform fee per transaction.
Connect your Stripe account so customers can pay invoices online. Funds land directly in your Stripe balance. Payments are processed by Stripe (PCI-compliant) — card details never touch Instamate's servers.
Advanced: enter API keys manually
Only use this if you cannot use the Connect button above.
Customize email templates for insurance follow-ups, invoices, and more. Use variables like {{shop_name}}, {{customer_name}}, {{claim_number}}, etc.
Configure the Repair Authorization & Direction to Pay form sent to customers for e-signing.
Your PDF will be sent to customers as-is. Instamate appends the e-signature block but does not fill in shop fields automatically.
