Job Documentation Cheat Sheet

If you're looking for a quick resource you can share with your team that covers basic documentation tasks, download our Job Documentation Cheat Sheet below.

In it are instructions for:

  • Working Offline
  • Creating a Claim
  • Adding Photos & Videos
  • Adding Notes
  • Adding a Sketch
  • Getting a Document Signed
  • Requesting Photos from a Sub Trade
  • Sharing the Claim
  • Creating a Report
  • Sharing a Report

We suggest printing out copies to keep in your vehicles or share with new team members taking Encircle out on the job for the first time.




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