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

Codafication | Crunchwork | Unity Cloud | Virtual Assist

All CollectionsCrunchwork Crunchwork Role Based Training

Restoration Supervisor

Restoration Supervisor

Written by Dominique Tuck

Updated over a year ago

Do you have a restoration supervisor role and use Crunchwork? Start here with your role-based training!

Click a button below to be taken to the relevant article

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?

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 specialist report?	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 process trade invoices against the purchase order?	How do I reconcile trade purchase orders?
How can I check the margin or cost savings on a 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?