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:
- Adding Users to Your Account
- Creating a Claim
- Creating a Floor Plan
- 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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