steps for success

Download 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

    Print

    Change status to Claim Closed

    Release ownership and sync*

    *You dont need to complete all the steps before releasing ownership and syncing. You should release ownership and sync whenever youre done working on an estimate, even if you havent completed it yet.

    Steps for Success