When it comes to dealing with properties, owners, and insurance claims there is a lot of paperwork, a lot to do, and lot of ways things can go wrong. Sometimes there are big problems like the wrong materials getting ordered and crews not showing up, but sometimes there are small, avoidable problems that can cause just as big of a headache.
Has a copy of a contract ever disappeared in the pile on your desk? Did part of the scope get lost between your notes and the estimate? Have you accidentally scheduled two projects to build on the same day? Issues like these can cause big problems but can also be easily avoided. Keep reading to see how Scoperite can help you prevent small problems for your company!
1) Auto-Save
Have you ever spent an hour working on a claim, creating documents, sending emails, adding notes to files, only to have your computer crash or your drive be full? It’s not a good feeling. To see that you have to start over and spend even more time on something that was technically done is enough to make anyone crazy.
With all the technology open to us today, an autosave feature is something that we take for granted, but can prevent a lot of headaches. Within prospects and claims pages, Scoperite autosaves files, photos, and messages that have been uploaded and sent, so even if your computer crashes, anything that has been fully uploaded will still be there. Say you take the time to upload and all the photos from a recent inspection that day and start to work on labeling them, but get called away from your computer before you finish. As long as the uploads were complete, the photos will autosave within the claim and will be there waiting for you to finish labeling them when you have the time.
2) Required Documents
Contracts, carrier estimates, scope notes, invoices and more are all necessary for a successful claim, but when you have several different claims to manage and keep track of at once things can get lost in the shuffle. When creating a claim in Scoperite, users are required to upload certain documents, like contracts and scope notes, in order to actually create the claim.
This means that those important documents will be in the claim from the very start, and, on the off chance that the paper copies disappear, there will be record of them. Requiring certain documents to be uploaded immediately helps users to keep all important paperwork organized, and lessen the chance of it getting lost.
3) Production Tracking and Calendar
Scheduling out multiple jobs can get complicated, especially when more than one type of work is being done at each job. It can be easy to forget to forget to mark a build on the calendar, and then forget it is happening, or double book a crew for that job or another job for that day.
Scoperite’s production tracking and production calendar make it easy to avoid scheduling mistakes. Production tracking is a part of every claim page and lets users add trades for that claim and mark whether they are scheduled for production, the date of production, and the status of production (awaiting, complete, etc.). This makes it easy to see where each job is at in regards to production and to avoid any delays or mix-ups.
Once a trade is scheduled for a job in the production tracking section, it also appears on the production calendar within Scoperite. The calendar contains all the scheduling for all trades for all claims. Whenever something is scheduled it appears on the calendar with a label containing the claim number and the work being done, making it easy to see what is scheduled when and to make sure that no crews are double booked and no part of any job forgotten.
4) Document Uniformity
While it might seem like a lesser issue, documents that look different can cause a lot of confusion for customers, and for you and your employees. When each document has a different header, layout, font, whatever it may be, it can be hard for homeowners and employees alike to know which documents they have, which ones they still need, and to keep the claim running efficiently without wasting a lot of time on paperwork.
With Scoperite, companies can create documents from within the system itself. The documents can be whatever you need, and because they all come from the same place, are similar in layout, which makes them easier to read and understand for both homeowners and employees. Documents created include invoices and estimates, and each template can be specified to you and your company. Having all the documents come from one source makes it easy to keep everything uniform, which makes like easier and might just help your branding.
5) Cloud Storage
Whether you use paper and files or computer drives, it is easy to fill-up the space and start piling things wherever they will go. Unfortunately, piling leads to losing and losing leads to more time you have to spend on things you’ve already done. Finding space to properly store everything can get tough because limits on physical space and the cost of purchasing additional drives for storage space on the computers.
Scoperite enables you to store all the files for current and past claims without running out of space and losing paperwork. Scoperite is cloud based, so there is significantly more storage space for all your files, helping ensure that you have all the documents you need, all the time.