By Dominique and 2 others3 authors13 articles
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?
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