Repair Assessor | Codafication | Crunchwork | Unity Cloud | Virtual Assist

Codafication | Crunchwork | Unity Cloud | Virtual Assist

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Crunchwork Role Based Training

Repair Assessor

Repair Assessor

Written by Team Codafication

Updated over a week ago

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How do I search for and view my jobs?	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 do I create a report?	What is draft and publish in a report?
How do I review reports?	How do I send my report to clients?

How do I create a quote?	What is Catalog? What are items, combos and bundles?
How can I add/check the margin on a quote?	What is draft and publish in a quote?
How do I revise quotes?	How do I create a variation?
How do I send my quote to clients?

How do I create a PO for Specialist Report?	How do I create a PO for make safe?
How do I create a job schedule and send purchase orders to trades?	How do I amend and update purchase orders to trades?
How do I reconcile trade invoices?

How do I create and send an invoice?

How do I view details of our trades?

How do I view what Postcodes are allocated to what Zones?

How do I view what Tenants and Teams are available in the system?