General Notes

Available on both the Encircle Mobile App and the Encircle Web App, the general notes feature adds context to any job. 

Keep your office staff, workers, and PMs on the same page by adding notes to claims and reports.

Learn more about a job or detail the actions taken to mitigate the loss. Reduce liabilities with thorough documentation. 

Need to find a particular note? No problem - notes can be sorted by date.

Encircle also keeps an edit log to help you see who has created and edited the notes. (Names do not appear in reports).

Specific how-to articles here for Web and Mobile.

The typical use case for Claim Notes:

Office Staff

• Someone in the office can consume notes to understand what’s happening on the job site.
• Someone in the office can use notes to communicate the sequence of what happened on a job as a part of a report.

Project Managers

• PMs can use notes to capture and share critical job information with their team daily, which the team needs to review before leaving for the job site.
• PMs can use notes to define what needs to be done on a job for that day/week.
• PMs can use notes as a way of documenting what happened on a specific day or specific week of the job: who, what, when, how long it took.
• PMs can use notes to communicate the sequence of what happened on a job as a part of a report.
• PMs can use notes to capture conversations.

Field Workers

• Workers can use notes as a way of documenting what happened on a specific day or specific week of the job: who, what, when, how long it took.
• Workers can use notes to capture conversations.

Updated February 25, 2021 17:43