How to enter an insurance claim request

For Insurance Claim Inspections you can simply use "Add Lead" since we already know the inspection type needed.

Double click "Add Lead" from the top list of options.

A box will pop up to search for existing clients or properties, you can simply click Cancel if neither apply.

Click to watch the video on how to add the lead for Insurance Claim Inspections.

Insurance Claim - Add Lead.mp4

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