This course is meant for project managers, technicians, and anyone who plans to use Encircle in the field. We will walk you through the basic skills you'll need to create new files, involve the policyholder, get documents signed, do basic onsite photo documentation, and generate reports. We recommend that all field users complete this course before moving onto more specific courses for Hydro and Contents.
This course includes the following:
- Basic Settings
- Claim Inbox
- Creating Claims
- Navigating the Claim
- Sharing a Claim
- Requesting Photos & Document Signatures
- Creating Documents
- General Notes
- Adding & Editing Rooms
- Room Photos & Videos
- Room Notes
- Room Sketches
- Creating Reports