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At this point you should have a claim attached to the Job, and you have added the associated Claim Job Type. The next step is to add the items the client reported as missing or damaged.
How to Add Claim Items Into the ‘Items Claimed Missing or Damaged’ Section of the Claim tab:
- In the Claim tab of the Jobs module, ensure that the claim details area has been saved and a claim number has been allocated.
- Click the “Add” button at the bottom right of the tab.
- A new item record will be created which can then populate with item details. You then need to specify the type of damage and fill out additional details:
- Type: The category for the item claimed – could be fire damage, water damage, missing item, etc.
- Item: Name of item
- Desc: Description of the item
- Details: Details of damage
- Currency: The currency the item is being claimed in
- Valued At: Its monetary value according to the client
- Claimed: The amount they are claiming for the item
- Paid: how much you have paid the client for the item
- Resolved: Yes or No
4. Click the “Save” button at the bottom right of the tab. Note that the Totals have updated. You can then begin to fill out this section with the corresponding amounts:
- Amount Claimed: This is the total amount claimed by the client for all items.
- Amount Covered: This is the amount that insurance covers.
- Amount Owing: This is the amount covered minus the amount paid.
- Amount Paid: This is the amount that has already been paid out to the client.