This is an end to end guide on how to perform your daily duties with the tools you have within Crunchwork.
Review New Claim Information
Each new day will begin by reviewing the new claims assigned to you. When this happens, you can take the claim information and add it into Crunchwork.
When you first open Crunchwork, we present your dashboard each time you login, so you never miss what's important to you. Your dashboard will be empty unless if you are assigning tasks to yourself, or if colleagues are helping assign tasks for you. We recommend getting started on adding tasks so each time you log in to Crunchwork, you are reminded of everything that's important to you.
Each task on your dashboard will be linked to it's related claim - to view that claim, simply click on the task. This will open your claim in a new window, so you can keep your place back on your dashboard.
Pulse is where we store and create claims. New "projects" made and will store key claim information such as contacts; address; reference numbers; assigned team members; notes; service requests and all reporting, quoting and invoicing records.
Assigning Yourself or another person as the Assessor
On the right hand side of the claim, there is a side panel with "Assigned Team Members" that you can utilize to add yourself as the assessor. This means that any tasks relating to this claim and assigned to the assessor will now show on your dashboard and any other reporting you need to create.
Contact customer to discuss the claim and book a site inspection.
Now that you're reviewing the claim, find the customer contact details so you can give them a call. Each panel is collapsible, so if you'd like to quickly view just the contact details, use the little arrows on the right hand side of the page to hide each panel.
Click on the phone icon next to the contact's name to choose the "Call" option
Use the pop-up modal to create a call record with the time and date. You can leave this pop-up open while on a call to take notes to save a record against the claim history.
You can also click on the highlighted number to call the contact through the browser if your organisation has set up a Twilio account with Crunchwork.
Pro-tip: Did you know you can link your phone to your browser for making phone calls? If you'd like to learn more, check out this article by Microsoft on linking your phone.
Booking the Site Inspection
After your discussion with the contact, it's time to book in the site inspection, which you can do via your own calendar app for now.
You can utilize the tasks section of the claim to set yourself reminder tasks like "Site Inspection", with the due date as the time of your scheduled site inspection, so you can have reminders on your dashboard.
Inspection docs prep
This is the time for you to generate any reports or quotes that you need ahead of getting out to site. We recommend creating these directly after setting up your site inspection. All of your reports can be made and accessed in Crunchwork's app called "Report Writer". Read on to learn the fastest way to create reports for your claims.
Open the claim that you need to run a report for.
Use the "Create" button, and choose the relevant report.
This will open a new page with the blank report, but it will also create the report record in the assets table.
Ensure that you have Crunchwork set up on your mobile device so you are ready to go on the field. If you'd like to learn more about setting up Crunchwork on your device, check out our other articles here.
Here's how to create a report from the assessment service request:
Carry out site inspection.
This is your time to shine! Don't forget that you can use the Report Writer tool on your mobile device or tablet. Filling out the report from site and taking photos will help you speed up your processes and empower you to make faster submissions.
Here are some tips for using report writer on your mobile device.
Use the attachments section to bulk upload as many images as you'd like. You can take photos and attach them directly to the attachments by clicking "Take Photo".
If you're confident in your reporting, you can publish from site! Just use the "Publish" button in the top right hand corner of your page.
Complete and upload assessment report
Follow the prompts on the report given to you to fill the mandatory fields, and use the attachments section to add plenty of photos!
Complete and upload inspection docs.
Same as above - knock it out!
Complete and upload scope of works; pop all docs in for peer review.
Closing the Claim
Once you have the go ahead for closing the claim, it's just as easy as updating the status on the assessment.
For the full web site, click here.