steps for success
Post on 30-Mar-2016
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Preparing the estimate Take ownership and sync
Open claim
Enter deductible
Add correct form
Writing the estimate Add plans (floor/roof/exterior)
Set default coverages
Add diagrams
Add line items
Finishing the estimate Run audit report and fix errors
Change status to Estimate Completed
Change status to Claim Closed
Release ownership and sync*
*You don’t need to complete all the steps before releasing ownership and syncing. You should release ownership and sync whenever you’re done working on an estimate, even if you haven’t completed it yet.
Steps for Success
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