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.

 

 

Updated

Was this article helpful?

3 out of 4 found this helpful

Have more questions? Submit a request