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

Codafication | Crunchwork | Unity Cloud | Virtual Assist

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Restoration Assessor

Restoration Assessor

Written by Dominique Tuck

Updated over a year ago

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How do I search for and view my jobs?	How do I add a client/account and or loss adjusting company to a Project?
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?

How do I view and manage my tasks?

How do I create a task?

How do I create a report?	How do I store moisture readings in a report?
How do I store damaged inventory in a report?	What is draft and publish in a report?
How do I revise reports?	How do I send reports to clients?

How do I create a quote?	What is Catalog? What are items, combo’s 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?

What is Asset Manager?	How do I book an asset on a job?
How can I create an asset?	How do I invoice for the use of an asset?

How do I create a PO for a 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 process trade invoices against the purchase order?

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 are available in the system?