Collect first notice of loss (FNOL) information upon receipt of a new job – job details are accessible on the mobile app.

• Capture customer, loss, policy and structural information.
• Associate jobs
• Assign user roles to take the lead as office admin, project manager, estimator or accountant on the job – these users will be responsible for completing specified milestones.

Create a financial plan and track job costing.  This will often be populated following the site inspection and estimate approval.

• Create a work order from a budgeted category of work.
• Create a budget for categories of work to be completed and specify a desired gross margin (GM).
• Send the job to QuickBooks and import revenue/expenses for job costing comparison.

View the current status of work orders open on the job, and see all work orders in a list.

• Assign work orders to a project lead.
• Create new work orders.
• Modify existing work orders.
• Schedule work orders and assign resources.

• Create singular job tasks.
• Assign tasks to users.
• Schedule existing tasks for completion.

• Create, modify and view albums.
• Manage photos using the photo toolbar:  Select, Sort, Move To, Delete and Option.

Capture important data about the job site; 

• Add supporting images.
• View by most recent or search using keywords.

• Add signed copies of work authorization forms, customer satisfaction surveys or adjuster approvals. 
• Search attachments by keyword using the ‘Search’ bar for quick access to the files you need.

• Manage reporting criteria. 
• Exclude fields if not applicable to the recipient, then print or download the file.