Codafication

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Do you have an admin role and use Crunchwork? Start here with your role based training.

Admin Coordinator

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Track the progress of all tickets related to your company

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How do I create and find Projects and jobs?	How do I search for and view my jobs?
How do I assign our team to Projects and jobs?	How do I add a client/account and/or Loss Adjusting company to a Project?
How can I mark a project with a CAT code?	How can I mark a project with a Vulnerable Customer?
How do I add contacts such as homeowners, tenants, brokers or Loss Adjusters to a Project or job?	How do I communicate with my stakeholders?
How can I lodge a dispute, notify my seniors, and track it?	Where can I see a timeline and audit history of the Project and job?

What is a workflow and how does it impact my role?	How do I view and manage my tasks?
How do I create and action a task?	How can re-assign tasks from one employee to another?