Job Reference Documents

Adding New Lead/Job — (rev 02/19) View PDF

Job Preliminary Report — (rev 02/19) View PDF

Job Save & Add Copy — (rev 02/19) View PDF

Dates, Job Progress & Notifications — (rev 02/19) View PDF

Send Job to Xactimate — (rev 02/20) View PDF

Job Correspondence — (rev 02/19) View PDF

Job Tasks — (rev 02/19) View PDF

Job Document Merge — (rev 02/19) View PDF

Job Documents & Pictures — (rev 02/19) View PDF

Other Resources

Email/Document Sync Instructions — (rev 02/19) View PDF

Job Not Sold — (rev 02/19) View PDF

Additional Job Contacts — (rev 02/19) View PDF

Job – Company Change — (rev 02/19) View PDF

Job – Loss Type Change — (rev 02/19) View PDF

Move Jobs Between Sites (Office, Location or Department) — (rev 02/19) View PDF

Export Appointments — (rev 02/19) View PDF

Password Reset — (rev 10/19) View PDF