Using General Notes (Mobile App)

In this article:

What is a General Note?

General Notes are a great way to communicate any type of high-level job notes to and from the field on a specific claim file. Click for the web version of General Notes.

Some examples of job notes include:

  • Inspection/assessment summaries
  • Emails or comments from the adjuster
  • Notable changes or delays in work
  • Site instructions
  • Client requests or concerns
  • Daily summaries
  • Completion updates
  • etc.

Viewing & Editing General Notes

To view, edit, or delete general notes on the claim:

  1. Tap the General Notes icon from the home page of the claim.
  2. Tap on a note to open it. 
  3. Tap anywhere in the title or description field to edit.
  4. Tap the 3 dots to view the note history or delete it. (The note history will show a log of all edits and authors).

Viewing a Note.png


Adding a General Note

To add a general note, follow these steps:

  1. Tap the red + button.
  2. Enter a title and/or description for the note.
  3. To add photos or videos using your camera, tap the camera icon.
  4. To add photos or videos from your device gallery or from elsewhere on the claim, tap the gallery icon.
  5. Tap Save when done.

Adding a Note.png

Using Note Templates

Your org may have some custom note templates set up for you to use for common items such as source of loss, structural damage, pre-existing damage, etc. These templates are pre-filled with certain information to make your entry as fast and easy as possible and ensure critical info is not left out.

To use a template in your note, follow these steps:

  1. From within a note, tap the template icon (a little sticky note with a paper clip). This will open up a list of custom note templates that your org admin has set up. (You can use the search bar up top to find what you're looking for if needed).
  2. Select the template you want to use. OR...
  3. Tap Preview to see the full note template (use the side arrows to browse the other templates).
  4. Tap Use when you find the template you want to use for your note.
  5. Fill out the note - you can add or remove information to the pre-filled text as needed.
  6. Tap Save when done.

Using a Template.png


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