Use this collection to learn the basics of each module and unique features of Crunchwork
By Caitlin and 3 others4 authors102 articles
Introduction to Codafication
Introduction to Crunchwork
Crunchwork Apps and Navigation
What are Accounts?
What is the Calendar App?
What is the Catalog app?
What are Contacts?
What is the Dashboard app?
What is Pulse?
What are Zones?
What are Projects and Jobs? How do they interact with each other?
What are the different Project and Job Types? What are their differences?
How do I search, filter and navigate my way through Projects and Jobs?
How are Key Performance Indicators tracked and managed?
How do I create Projects and Jobs?
How do I search for and view my jobs?
How do I view what Teams are available in the system?
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?
How do I import my price-book into Catalog?
Add a new user with Admin Portal
How do I view and manage my tasks?
How do I create a task?
How do I reassign a task?
How can I re-assign tasks from one employee to another?
What is a workflow?
CBS Works (Completion) Workflow
CBS Assessment Workflow
CBS Make Safe Workflow
CBS Assessment Workflow Tasks
CBS Tender Workflow
CBS Works Workflow Tasks
CBS Tender Workflow Tasks
CBS Make Safe Workflow Tasks
Restoration Task Types
CBS Assessment - Using the "Book Assessor" 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 To Dictate To Report Writer with Your iPhone or iPad
How To Dictate To Report Writer with an Android Device
Mark up your images in Report Writer
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?
How to create a Catalog line item?
How to create a Catalog bundle?
How to create a Catalog combo?
How to duplicate a quote
Import and export quote csvs
Compare costs on your quotes
What's the difference between 'revision' and 'duplicate' in quotes?
Override default zone markup