Full Insurance Job Instruction

This video presents users with a full walk-through of an insurance job. All users performing insurance-related work are encouraged to watch the below video.

0:04 Welcome 
0:18 Terms and conditions
0:28 Intercom link
0:51 Support email
1:14 Training site
2:01 How to add leads (including required fields, phone numbers, and emails)
2:56 Automated signatures
4:52 On mobile device, use profile hamburger menu
5:23 Hard coded filters (e.g. signed, submitted, verified, etc.)
6:41 Groups setup on dashboard and adding widgets
8:27 Important to connect email and calendar
9:20 Verify profile information
9:47 Notifications
10:03 Map
10:16 Map legend
12:29 Adding jobs through map
14:54 Weather tool
19:33 Scheduling inspection
23:57 Optional automations
24:14 Welcome email
25:48 Apple and Android apps available
26:01 Inspection on Legacy version
31:04 Photos tab
31:14 Sync with Company Cam
31:58 Option to share photos
32:28 Inspection completed; refresh tab
32:40 Pre contract templates
35:15 Importing company documents
35:58 Filing a claim
39:12 Scheduling adjuster meeting
40:18 Entering measurements manually
42:47 Gutters as accessories
43:36 Creating multiple structures in roof measurement tab
44:05 Roof drawing
44:25 EagleView or HoverView imports
45:28 NearMaps integration
46:22 Street view for viewing house and roof
47:38 Drawing roof (outer perimeter,eaves/rakes labeling)
51:58 Drawing ridges and valleys 55:11 More tools menu
56:20 Focus on accuracy in roof drawing
59:10 Measurements with vs. without waste
59:27 Multipitch house
1:01:27 Area tool
1:02:55 Secondary structures
1:04:26 Save drawing to documents 1:05:32 Overview
1:06:31 Review material order for estimate
1:07:22 Running estimates with different products
1:08:35 Estimate builder
1:08:47 Factors affecting estimate total (deductible, insurance company, work not doing, upgrades, etc.)
1:10:12 Numbers such as gross profit, overhead, commissions,etc.
1:10:53 Edit profit
1:12:28 Approve supplements to show up as something that needs to be paid
1:14:05 Change orders
1:16:47 Discounts and upgrades (updates material orders and contracts)
1:20:12 Work not doing
1:21:36 Payments
1:22:29 Overview: Collecting payments
1:23:02 V2 payments
1:24:37 Submit for approval
1:25:02 Permits
1:25:30 Orders tab for material orders
1:27:02 Submitting work order and scheduling crew
1:27:55 Recommend attaching job photo to work order to make sure crew has right house and permits
1:28:22 Mark work orders as complete
1:30:09 Hit refresh to review work
1:30:35 Cannot close job unless work orders completed and payments received
1:33:10 Insurance packet
1:35:11 Save invoice
1:35:54 Review completed invoices
1:36:38 Send automated customer review email and close job