Overview: This is for starting a single new project from the dashboard. The most common use case is for single inspection requests. For bulk inspection requests (from a carrier, for example) please see “Bulk Import”.
- Click on the “Projects” button
- Click on the blue “New Project” button in the upper righthand corner
- Enter Assignment Information
a) Assign To: This is the individual who will be responsible for the task you assignb) Task: This is the action to be taken with this project, e.g. “Schedule Inspection” or “Inspect Hail/Wind Damage”c) Due: This is the due date for this particular first task in a new project. Additional Tasks can be assigned after the initial task is complete.d) Notify when task is completed: Anybody listed here will receive a email notification once the assigned task is completed.e) Team: While this field can be customized, teams generally represent a piece of the project’s lifecycle. For example, you could assign a new project to the dispatch team and they would then schedule an appointment with the property owner and re-assign the project to a specific inspector matching the criteria of that project.f) Report Profile: Report Profiles change the company logo and information displayed on the report and can be customized for a particular recipient. You can build as many profiles as you like and is usually used to produce a specific profile for a carrier or partner. This option will choose the profile you prefer to have displayed for this report.
- Enter the Client’s personal information
a) Enter Nameb) Enter Phone Numberc) Enter Email Address
- Enter the Property Address
a) Enter the Street Addressb) Enter additional Street Address information (e.g. Unit Number) if neededc) Enter Cityd) Enter State or Provincee) Enter Zip or Postal Codef) Enter County (if needed)
- Enter Insurance Information (if needed or available)
a) Enter Insurance Company - this list is generated based off your companies insurance company preferences. It can be updated in Settings.b) Enter Client’s Policy Numberc) Enter Client’s Claim Numberd) Enter Date of Losse) Enter Type of Loss - this list is generated based off your company’s Loss Type preferences - it can be updated in Settings.
- Save the Project
a) Click “Save” - this will take you to the Project Editor - to learn more about further setting up a project, check out this KB article.orb) Click “Save and Create Another Project” - this will save the project you just created and open this same dialogue allowing you to create another new project.