What’s new at Encircle: Fall 2025
Secure the job and collect payment on the spot
Here are the highlights:
Our team is excited to show you the product enhancements that will simplify your workflows across Field Documentation, Contents, Water Mitigation and Job Management, including:
- Payments – Now available to help you get paid faster in the field
- New web navigation – A cleaner, easier way to move through Encircle
- Events and milestones – Capture and share the progress of a job
- Contents item page redesign – A better way to manage item details
- Rich text notes – Add clarity and context to your notes with formatting
- Self-managed moisture meters – Customize your moisture meter list
- Stabilization status – Additional levels of detail to track job progress in Hydro
Welcome again. My name is Leah. I’m the Director of Product and Content Marketing here at Encircle. I’m gonna be the moderator and host for for our session today. I’m do a quick round of introductions of the people that are that are online today. Little bit different than what’s on the slide that you’re seeing. So, unfortunately, our Director of Product Management, Shaun, is out sick today. So I will be wearing Shaun’s hat and filling in for him to talk about some of the stuff that that he is doing. So bear with me. I will fumble my way through it. But the next next person is Kash Mirza. He’s our Senior Product Manager. He works on our field team as well as in our Contents team. So he has some exciting updates from both of those teams today. I’m gonna jump to Mike because he’ll be up next. Mike Aho is our Product Manager, and he is on our mitigation team. So he is the the brains and the beauty behind our Hydro product. And Tyler Walker, he’s our Senior Product Manager, and he is on our operations team. So he’s building out features to help with running your business more smoothly with Encircle. Alright. So what we’re gonna cover today, we’ve got a lot of updates to share with you, some things that are already live and some things that are coming in the next couple of months. So we wanna give you a a refresh on things that are already live and you can see and use and look at in your app today, and then give you a sneak peek of what’s coming over the next six to eight weeks in your app. So like I mentioned, Encircle is is broken up into into different teams. We have a field team. Obviously, Encircle is the the best of field documentation, and we have a lot of people that work really hard on making sure that those, those features are, working as well as the our customers need them to work. So, our field team, we’re gonna cover a review of Payments that is out now. There’s an update coming to our our web app. So if you’re using Encircle on the web, you’re gonna see a new look and feel, and I’m gonna walk you through that. Kash is gonna walk you through some new formatting changes to notes, so some rich text changes to how you can create notes in Encircle. He’s also gonna jump into content. So Kash is the Product Manager who leads our Contents team. Contents is in the midst of getting getting a facelift and getting a lot of new updates. And I know some of you added quest or gave us some questions in advance, and a lot of them are around content. So I think that you’ll be really excited to hear some of the some of the changes and some of the enhancements that are coming from the Contents team. And like I mentioned, Mike leads the mitigation team. He’s gonna go through one of the most recent updates, which is self managed moisture meters, some room dimension updates. And then he’s a new feature that’s coming soon, which is stabilization status, so an update to drying chambers. And last but not least, Tyler is going is leading the operations team, like I mentioned, and he’s gonna talk through a new feature that’s coming soon around documenting when things happen, so dates, and milestones, and things like that. So I’m gonna put my Shaun Product Manager hat on right now and cover some of the updates from his side of the of the field team. So the first one is Payments. So we launched Payments at the end of August. So Payments is live for everybody in their app, and it’s another thing that you can do in Encircle. We we heard from our customers, you’re already using the mobile app in the field. You guys are working twenty four seven. You’re responding to emergencies, and sometimes your your office administrator is not available to, you know, send send an invoice link out to a customer at three in the morning, and you wanna be able to collect that upfront deposit or that payment. And sometimes those get missed, or paper checks are given handed to a technician who’s there in the in the middle of the night, and those checks get lost or you’re chasing or or anything like that. So people were asking us to to create and incorporate Payments into our application for those situations. So it’s just another thing that you can do in Encircle. There’s no charge to access the feature, so it’s included in everyone’s subscription. It’s just there is a a percentage or a cost per transaction. So anywhere from two point nine five percent to three and a half percent is the is the fee per transaction, but there’s no extra charge to access the feature in Encircle. It’s available to everyone. The great thing is, just like Encircle, it’s available on any any device on your on your mobile phone. You don’t need a a separate card reader. You can tap to pay or the customer can tap to pay on the mobile device. So no extra hardware, and it’s built right into Encircle. Because Encircle has unlimited users in our application, anyone on your team, you can set them up to be able to collect and accept payments in our application. So you don’t have to rely on that one person in the office who has, you know, access to your to your invoicing system to send out a link to to a client. Anyone on your team can capture a payment in the field whenever they need to. I mentioned the convenience of tap to pay. So if you’re you’re in the field, that customer can just tap on the mobile phone, and that that payment is processed immediately, and they receive a a receipt instantly. I talked about our competitive rates. So tap to pay is a two point nine five percent processing fee. If you wanna send an email or a text link that has a three and a half percent processing fee, but super competitive rates. And we’re partnered with Stripe. Stripe is the one one of the biggest payment processing providers in the world, so it’s really secure and PCI compliant. So we just wanted to make sure that everybody is reminded about our Payments feature. And if you want help with it, please reach out to us. We can help you get set up and rolling with Payments like a number of our many of our customers already are. And just a reminder, every dollar counts in restoration. We know that restorers struggle with cash flow and getting paid and getting paid what they what they deserve in a in a timely fashion. So Payments gives us an opportunity to get the cash flowing upfront, collecting deposits before you start work on emergency mitigation or remediation, collecting insurance deductibles at the beginning of rebuilds, or even things like uninsured upgrades, opportunistic add ons, that sort of thing. And especially one thing that we’re noticing is is, like I said, those emergency situations. So securing work during an emergency situation at two in the morning, collecting that deposit right up front and securing that work, or a cat event, being able to secure those jobs during a cat situation. So that’s Payments. We just wanted to give you a reminder. We launched that recently. And, again, if you have questions about it, please reach out, and we can we can help you get up and running with Payments. So the next thing I’m gonna move on to is our new web navigation. This is not live yet, but it will be live, in the November time frame, or, we will communicate in advance before we make this change for you. But I just wanted to we wanna give you a a preview of what’s to come. So this new web navigation, it’s an entirely brand new layout. So it’s going to look very different, but I want to assure you that it’s we’re not removing any functionality. We’re actually making things easier and faster to navigate through our application. So the look might be different, but don’t worry that all of your functionality is still there, and you’ll always be able to access key areas with a clean, consistent global nav bar, which I’m gonna show you in a quick in a demonstration. So you’ll be able to do some quick functionality that not that you can’t do today, and it will always be present there. We’re really modernizing our navigation flows. So, it’s twenty twenty five. We’re really modernizing our app to twenty twenty five standards and making sure that we’re set up for the future. So Kash and Tyler are gonna talk about some of the things that they’re working on, and we needed to make sure that our infrastructure and our web nav was set up to accommodate some of these really exciting things that we’re building in the future. But most importantly, I think it’s it’s giving you better access to the data when you’re in the job. You’ll always know what job you’re in, where you are without getting getting lost and having to sort of what we call dumpster dive for data. So the data is always accessible, always ready at your fingertips. So I’m gonna jump in to a demo. Just give me one second. Okay. So this is what you’re probably used to today. This is our our current web app, current navigation with the big gray bar along the side and your navigation. This is what we call the inbox. You can jump into a claim or into a job and and go from there. What we’re transitioning to is a much cleaner refreshed navigation with a smaller gray bar along the side that has your home, that’s your inbox, access to some of those global features, Payments like I talked about, as well as your organization settings. And this bar will always be there. If I want if I jump into a particular job, so I’m gonna jump into this one right here, things are gonna look a little bit different than they do today. What used to be the big gray bar along the side is now transitioned into a tab tab functionality, so everything is still there. It’s just much easier to access. So I have my overview. If I wanna jump into structures and rooms to look at the the different rooms that are set up in this in this property let me jump down to kitchen. So your room now of your rooms are now in the panel on the left, and you can quickly jump jump to them from the same tab. You don’t have to go back and forth, so you always know where you are. So there’s your photos and videos within the kitchen. If I wanna jump down to the dining room, I don’t have to back out. I can just open up the dining room and look at the photos in the dining room. We’ve grouped things together in more in in ways that make make sense to the areas of the app. So Contents, for example, which Kash is gonna touch on. The spreadsheet view that a lot of our Contents users know and love is bucketed under Contents. So if I go into Contents, I look at my spreadsheet, and I scroll down, I can see the different contents, that have been added to it. Pricing is all still available here. So like I said at the beginning, all of your functionality is still here. We’ve just grouped it into more, useful a useful navigation, for you. The other thing I wanna make sure that I point out is, reports. So previously, in our old navigation, you had to reports were only available on that overview screen. So you’d have to now back out of everything that you were doing to generate a report. And now we’ve got this main bar at the top. Anywhere you are in the app, you’ll be able to generate a report. So if you are looking at your structures, going through all of your photos, you can do do your tasks, generate a report right from here, and and go from there. You can also share from here. So I think I’ve covered everything. Modern workflow, just easier easier to navigate without having to go back and forth. And the other thing that we’ve added is this sort of sticky toolbar at the top that tells you what job you’re in. So if you have to walk away from your desk and come back, no matter what page you’re on in that job, it’s gonna tell you what job you’re on, you can always see it at a glance. So we’re really excited about it. I think it’s like I said, it sets us up for the future and gives you, our users, a much cleaner, easier, accessible way to navigate our application. One thing I will mention because I we appreciate the change is hard. So when it goes live, you will see there a banner at the top. If you temporarily wanna switch back to go to to the old navigation, you can do that on your profile page. There’s your profile is at the top. So you can switch back to the old experience, and then over time, we will eventually transition everybody over to the new navigation. But we we understand that some change takes time, and some people aren’t ready to to to make the switch right away. So you’ll have an opportunity to switch back and forth and try it when you’re ready. So we expect that that should you should see that in your app in the November time frame, and we will communicate in advance and give you lots of warning to let you know that the change is coming. Great. I am going to switch back. Sorry. I’m just juggling a bunch of screens. Bear with me. Great. Over to you, Kash. Awesome. That sounds good. Thank you so much, Leah. Yes. So what I’m excited to talk to you through today is our new rich text notes feature. So if you could just switch to the next slide. For the rich text notes stuff, what we’re looking at really is a lot of enhancements to our notes feature. So notes, I’m sure a lot of you use in your day to day for documenting information and writing things down. But for rich text, what it does is it takes that already valuable notes feature and really evolves it and takes it to the next level. So all the stuff that we’re adding here is pretty common, you know, bold, numbered list, bullet list, but there’s stuff here that’s really valuable, like checklists or check boxes, being able to have this, formatting available not only in notes that you are currently writing, but also in any of your templates. So it makes templates ten times more powerful. It really makes it so that you can have really valuable templates at the tip of your fingers and being able to really in the field just get access to adding information that you really need. Url linking is really valuable as well, and I’ll share what that looks like. But an important thing about URL linking is that it not only allows you to link information within notes, but all of this rich text formatting, including the URLs, also translate directly to the reports. So you can make reports much more robust and kind of have custom content so you can really tell the narrative and story that you want to share. One of the things that I’m really happy about is we’ve also added undo redo, which I’ll show as well. So, you know, if you’re making a mistake, just go back or you can redo and a whole lot more. So I can, just walk us through, like, a quick demo to show you what it looks like in action. So I’ll just share my screen really quickly. So what you can see here is the view of the notes on our web, and you can actually see right here, one of the notes that already has rich text in it. So you can kinda see headings. You can see which, checkboxes are checked or not, bullet point lists, etcetera. And so just as you would with any other note, you go in, you start editing, and you can see that you have a whole lot of options at the top here for any of the formatting that you’d like to do. Let’s say you wanted to extend your bullet points or you wanted to, add a a kind of other information in here, you wanted to check boxes, you can have boxes checked. I can show you a bit. We also have multiple header support, so you can have different sections, strike through as well, just a whole lot of different things that make it a lot easier. And like I said, undo, redo. So if you wanna undo anything that you’ve done with a click of a button, you can have access to all of that. One of the really big things, like I mentioned, is you’re able to access, links. So you can see here, there’s a link here. And right now, it only links to an Encircle report as an example, but you can really link to any documentation that would be valuable, such as manuals, operating procedures, just references, a lot of stuff there that you can just access. And so one of the big things, like I mentioned, is what makes this formatting powerful and really multiplies its value is that you can format in templates. So templates have been enhanced in terms of their features as well. And so you can create, kind of premade templates with checkboxes and sections, different areas. So when somebody pulls up a template, all they have to do is go to the section and just start typing. And they don’t need to kind of worry about all of the extra kind of setup. You just enter the information for a lot of the repeatable stuff. One of the big things, like I said, is all of this formatting translates one to one to the reports. And so if you’re formatting with headers, if you’re using bolding, if you’re using checkboxes, even if you’re using links, for example, everything translates into the reports because we know that a lot of the work that you do in your day to day is to get a really concise and effective report to tell the story you need, and this allows you to do that a lot better. So what I’m gonna do is I’m just gonna transition to the mobile view really quick just to show you what it looks like on the phones. You could kinda see here on the timeline preview, all of the rich text is available. You can clearly see all the note content. If you were to create a new note, I’ll just make one here, you add a title, and you can see you also have the rich text features on mobile. So you can start immediately by writing, and you can turn it into a bullet points, start writing information there, and having all of that available. You can bold, so bold things. So, yeah, it’s essentially kind of whatever you’d like to do on the web, you can do a lot of it on the mobile. The really cool thing is, let’s say you’re adding check boxes and you’re saying, you know, talk to homeowner. When you’re done it, you click it, box is checked. And so, like I said, it reflects on mobile and web, and everything’s there. The big thing for this is that the templates, you can kinda see it move at the top here. When you’re loading any of your templates, you can actually preview the templates so you can see exactly what the template is gonna be. And when you want to load a template up, you just click the template, and there you are. And so you can actually just start working off of the template immediately. No change of screen. No intermediary. It’s just get to work. So overall, we’re super excited about what Rich Text is able to bring you in terms of customization, in terms of making notes more powerful, and giving you a lot more control over what your reports are, kinda showing in the story you’re telling. So, yeah, we’re very happy with that. Kash, while you’ve got your mobile phone up there, there’s just a question in the chat. Can you show us the image button on the the note form? Sure. Yes. So I will preface by saying that this is still a test build, and so there are some minor changes that may come, but you can kinda see here that you’re able to, kind of have that open, and you can kinda have the camera open, or you can add, images from the job or the device. So all the functionality that we have when it comes to adding images to notes is preserved. We just add rich text on top of all of that so that notes are that much more valuable. Great. And we do we will have questions at the end, but I feel like I may as well ask you the question right now. Is this available, or when when will this be available? Yeah. So, like we had mentioned, all the features that we’re showcasing are coming out in the next six to eight weeks. So we’re looking similarly November time frame for these rich text features. You can you can see that there’s there’s something built, but this is still very much in development. Just cleaning up some bugs and getting it tested, and then we wanna get it out to you as quickly as possible. So stay tuned. It’s coming. Yes. It’s good to be excited about it, though. I think it’s gonna be really impactful. There was a question also about creating note templates. I threw a link to a help article on how to create note templates, but the question that came through is can everyone in the organization create a template? No. It’s admins org admins who can create the templates, but anyone in the organization can use one of the templates that are built. So I encourage you to to jump into that that help article to set up some note templates. You can put your contents hat on now. Yeah. Awesome. Alright. So excited to talk to you about Contents now. So as Leah mentioned, we have been dedicating a lot of time and energy to our, Contents feature set and making sure that we really refresh and make content as modern as possible. There’s a lot of value that we want to add here. And so as part of our first set of enhancements, as you see here, we have an updated item page UI. So we will it’s it’s already live, so you should have already kinda see the new features that are out there. You have a clear view of all the item details, box from disposition, quick access to any of the common Contents features, and a timeline view of all the contents item notes. So that’s already available to you, and it’s kind of the first set of updates that we’re having for Contents. Now looking forward to some of the things that we are going to be releasing soon, we’ve actually been taking a really close look at, the item creation flow. So, specifically, when you go to create an item, what that experience is like. We know that when you’re creating items in the field, that is your core experience when documenting a claim, and so you wanted to make that as seamless as possible. And so what we’ve done is we’ve upgraded the Contents camera. So I’ll show it in a bit of a demo, afterwards, but the Contents camera is fully upgraded. It is matching the room camera. So all the feature sets, including room selector and the quality of photos, everything is kinda brought up to par, and it’s a lot better of an experience. We’ve also revamped the item creation page UI. All the core features that you are used to are still there. We’ve just refreshed and streamlined some of the UI elements and made the box setup and item detail entry a lot better for you. So a lot of the fields that are really important moved up to the top, and I’ll show you we have a completely new box setup window so that adding boxes or setting box numbers is a lot easier. And then lastly, one of the really big things for us is we’ve approved the AI sorry, the UI so that you can easily lock dispositions and box settings between items so that, it’s even quicker for you to document and, put items together. Yeah. So I will just, show a bit of a demo of that as well. So I’m just sharing my mobile screen. And so I’m going to open the contents, and you can see the new Contents camera here. So I’ve got my little bird cup. You can see in the new Contents camera, we have the room selector. So let’s say you are taking contents in one room and you switch to kitchen to office, you no longer have to completely leave, the Contents, section and go to that room. You can simply switch here and switch, and now you’re adding rooms from the office in Contents. You can also see here that at the very top, we have set box and set disposition. So you can now set your box and disposition at any point in the Contents process, both when you are kind of doing an individual item or when you’re starting out and you just open the kind of camera, you can actually set the box of your settings. You can see you can set the disposition to total loss, for example, if you’re doing a bunch total loss items. And important part, and I’ll show you, is that that remains sticky between all of the items that you are working on. So you don’t have to constantly set the dispositions. And when you’re done with it, of course, you can just clear it. So it’s easy as that. So let’s say we take a picture of this cup for documentation purposes, and we’ll open the new item creation, UI here. So you can see that you have a clear view of your item. We no longer have I’m sure if you’ve used the old view, text covering the item or blocking it. It’s a clear view of the item. You can set the disposition like I mentioned. One of the things that’s really exciting is that, the details view here has been refreshed, So it’s identical now to the new item page. You can see that a lot of the key, fields like brand, our model number, and serial number have been pushed up so that all the kind of important fields are available to you so you can write information down and quickly go through all the, stuff that you wanna add. You can also see here that disposition is still available here. So if that’s your flow, you can still use the same flow, and you can also see that that disposition change also aligns with the, pills at the top there. You have quick access to markup, so you can markup, photos, so you can circle information and have that ready there, as well as, you can access your notes quickly and easily. So if I click to add a note, you can see that it immediately pops up a note, so there’s no need to choose between kind of text note or photo note. You can, add information here, and then you can take additional photos of your item just the way as you used to. But you can see that’s a lot more streamlined of an experience. Once you’ve taken, one or two notes, you can actually see that clicking the notes will actually open a timeline view, so you can actually see all of the notes that you’ve taken for that specific item clearly, and easily. Lastly, one of the things that I wanted to show is let me just open this up. So let’s say you’ve taken the picture. You’re setting the box for the item. I actually wanted to show here, this is the new box selector. And so when you are setting a box number for an item, you can see this new view here. You no longer have, you know, a bunch of items for you to see. You actually just have a quick access to the box number. And one of the cool things that we’ve added here is you can see whether a current box is in use or not, and then you also have a clear view of the next available box. And so, for example, if boxes one to four are currently in use, then you can just go straight to five, and you can see that that’s a completely new box. We’ve also improved the way that box prefixes work, and so box prefixes are, of course, optional. But if you wanted to kind of set a a box prefix, you have the ability to do so. And you can see at the very top here, it’s box test five. One of the things that we’re really excited about is that prefixes are now saved, and so you can quickly access a box feature, box prefix, test prefix, etcetera, and then just quickly set the type. And so all of that’s set. So all in all, we’re very excited about the improvements that are being brought to Contents. A lot of this stuff, as you mentioned, is part of kind of an overall refresh to the Contents experience, and a lot of the enhancements to the UI here are being done very intentionally to set the foundation for future features such as kind of QR code scanning and labeling, which we know will have a very high impact to a lot of our Contents customers. So this is kind of the first stuff that you’re seeing, but not the last. There’s gonna be a lot more stuff upcoming. So thanks so much. Alright. Think I’m sharing again. Thanks, Kash. So, yeah, I’m Mike, I’m Product Manager for the Hydro product. As a product manager, one of the things I love to do a lot is to really go out in the field and actually test what we’re building and what we are building or what we’ve built and what we are building is in in the future. So a while back, I was on one of my spiritual journeys, and I’ve been spending the last few months just sort of coming up with some ideas that we came up with in the field that was gonna make people’s lives easier to document, specifically for technicians. So one of the things that I was doing is I was decked out in the PPE gear, and I was trying to document room dimensions for someone. And the first thing I realized is that I’m looking at a really tiny phone with really tiny letters and a real tiny fields that I need to input these room dimensions into. And so what we’ve done across a lot of parts of Hydro is we’ve increased the the field the size of all the fields for data entry. And the other perspective that we’re trying to hold true everywhere is to make all these fields accessible using just one hand because a lot of times in the field, our hands are full of stuff. And so I’m excited to launch the new room dimensions field pages. So now specifically for squares and rectangles, you only gotta do length and width. You got these big fields. You got the ceiling height and all the walls on one page, and you have all the calculations on another page. So it’s a lot more intuitive to actually document and get the calculations you need for things like the equipment calculator and for the moisture map. And going on to the next slide, one of the things we do is we we offer the ability using room shapes to in input these dimensions, and it’s really just to make sure that you know what wall you’re you’re matching a dimension to. And the nice thing about this now is that we like to recycle and reuse information. When users are inputting it, we like to use it in other parts of the app as well. And so what I’ve done is I’ve taken those room shapes. If someone has actually taken the time to put room dimensions, that can now be a basis for your moisture map. And so some of these complicated rooms, you’re not gonna actually have to draw on your moisture map anymore. You’re just gonna have to open your moisture map and drop the shape, and you’re good to go, and you can start placing your equipment. And star of the show is one of the biggest tasks we’ve had from people probably in the last six months, maybe even longer, is the ability to control and customize the moisture meter list that your technicians see in the field when they’re doing moisture readings. So we have a lot of moisture meters in our list. I mean, new ones keep coming out, and, now we have we’re offering Orgzi ability to select their preferred moisture meters. And so what that means is that on web, you can go through our master list, and you can select which ones are gonna show up for the technicians on mobile. And I can show you that in a second. We go to the next slide. And so some of the upcoming things that we’re also working on. So in in most water jobs, there’s a few key statuses that you get through. You can call them milestones if you want. You can either be in stabilization, you could be in drying, or you could have a dry building. And the key thing behind this stuff is you wanna have all these different statuses time stamped. And so now we have the ability to do that. And one of the things we’ve heard from customers in the past is that in drying time has to be very accurate. It can’t be a combination of stabilizing time, inspection time, drying time to get a total dry time because RCs are compared to other RCs based on their total dry time. And so this gives everybody the ability to accurately measure their in total in drying time so that when they’re being compared on job performance, they’re putting their best foot forward. And so you’ll see on the chamber settings page, we do have these options of time stamping, changing, and updating dates for each of these statuses as well. So that that is not out yet, but that will be out in the next two to three weeks. And another one that we’re working on is custom room shapes. So I did show you that you do use room shapes to input room dimensions, but not all room shapes conform to the standard four or five that we do. So we’re gonna be offering the the ability to put in dimensions and measurements for any room shape that’s gonna then be able to feed into the equipment calculator and other parts of the app, such as scoping. And it’s gonna set set the foundation for us to actually ingest all your floor plan dimensions as well so that if you are using our Floor Plan, not only are you gonna get the floor plan and be able to use that as a moisture map, but you’re also gonna be able to get the raw dimensions and put into the app so you don’t have to fill it out yourself. Alright. So what I’ll do is I will share my screen, and I’ll do you a quick demo here. So if you look to the left, I will show you some mobile stuff first. So in the room and affected area dimensions, I’ll go in there, and I will do I don’t know. Shapes a little bit more difficult. You’ll notice that all these fields again are much bigger, a lot more accessible, easily reached with just your thumb. And so you can go in here, and you can put in your average height. I think yeah. You can put in your average height. You can tap on each of these walls so you know which wall you’re doing, And you can just put in your dimensions there. Yeah. It’s really simple. And once you’ve done that, you can just enter. It’ll give you your calculations there. And then the only other thing that you technically really need wanna do is put in your total affected area percentage. So it could be, like, fifty percent. We got your basic room dimensions done. You complete your task. And now if you go into a room moisture map, you simply hit from scratch, which normally would would force you to actually draw out that l shape. But if you hit from scratch, it automatically plops that room shape down with some dimensions, and you can go about your day how you normally would. So it’s a nice nice way to just speed up the process of doing dimensions and moisture mapping. You know, just a nice little hack to to make your life a little easier. And then for the stabilization section, so we just go into drying chamber settings. And, again, this is just a beta version. It’s not released, but this is what it will look like. Have a couple extra areas there where we can define the chamber category of water and class of water. And we’ve added in some more definitions so that the less experienced technicians actually know what those selections mean. That way, they actually make a correct selection. And so one of the other things, the final thing that I know you know, you know, one of our customers that have been asking for this, this is really gonna make you happy. So you’re gonna take moisture meter reading. And I’ve already selected my preferred meters, but now you see you only see your preferred meters on the list. And if you’re lucky enough to have a Tramax meter, what you can do is simply take a picture of your meter with the reading. And, of course, live talent is not gonna actually take the Bluetooth reading right now. Probably would that work. Move along. Anyways, apologize about that. It does work. But the best part about the actual update here is what you can do is you go into your organization settings, and these are the areas where your organization can have certain defaults that will help make your technician’s lives a bit easier. And now you have this section called Hydro moisture meters. And what you can do is you just select the preferred ones that you wanna show up for everyone. So that’s probably why that’s not working. But then now hit save, and your technicians are only gonna see the meters you’ve selected. So that’s good for, you know, reducing any kind of rework or manual error of selecting the wrong the wrong meter, and it also just improves transparency because reviewers do like to know what meters you’re using. And so that that is the update. Let me just try this one more time. Mike, while you’re while you’re doing that, we had a question come in. Can you enter doors into the automatic room shape that you entered previously? You can do it after the fact. Like, you what you would do is you add an opening. So if you go over to the moisture map, you go in here, and you can draw openings in here. Let’s see here. We can actually might have to look into that, actually. I know we used to be able to do it, but it doesn’t look like this is actually showing up today. I will take that and get back to someone. K. Sounds good. Thanks, Mike. Alright. That is all I wanted to show today. I’ll pass it over to Tyler. Alright. Hey, guys. My name is Tyler Walker. I lead the operations team. We go by many names, so sorry if I say the wrong thing. But, yeah, I get to talk about job events today. So what I the the first point I wanna make about job events is that it is a foundational change, to what we’re doing today. So job events are very critical. You guys do these things, on every single job that you work on. We wanted to bring that into Encircle to make sure that we could enhance the reporting solution that you guys already know and love. The first thing is we’re gonna capture when key job activities happen in the field. So, I understand that work doesn’t always happen in, quote, unquote, current date time. So what we got what we want I’ll show you in just a second the ability to, enter the correct date and time when the work actually got done in the field. You’ll see a very visual prog job progress view via your job timeline. So this is the story of your job from when the job is created all the way until the client sends us that final payment, and we can close the job and mark it paid in full. Encircle is also taking a more system driven approach to milestones. So when you set your events, it will automatically update your milestone to show how far the job’s progressed. And last but not least, call it a report enhancement. It would be, a big miss if I didn’t show you guys the reports and how we’ve enhanced those as well. Alright. So I will take over, and we’ll start the live demo. Alright. So claim home, everybody knows and loves it. The first thing I wanna call out here is when you create your claims, now we have automatically created this job event for you. It’s the job created event, so it will capture when your jobs are created within Encircle. We’ve, we’ve added this right side utility panel, sort of a well, this is a what’s new, but this is sort of a preview for coming soon. So as we build this out over time, you’ll start to see more and more icons appear in this right side utility panel. The log event button is here. It shows the list of job events that you guys already have are accustomed to seeing throughout your tech stack. I’m not gonna go through every single one of them. I’m happy to go through them later. Just not enough time today. But what you have is a date time field here. You can either type it in, so you can enter whatever date and time this actually happened, Or we have a date picker here, so you can select the date and then update the time and then click into the field. So it’s actually not going to let you enter values that are ahead, so future dates. So if I set this back, tab over, it will let you go ahead and enter that once you select an event. The close job button. So this is a very important thing. So closing jobs are important, full stop. We wanna know when work gets done, why it was done, and why we’re calling or why we’re pulling equipment off the job. So from here, you have the ability to mark the job closed as job canceled, job lost, paid in full, homeowner nonresponsive, homeowner declined, or sometimes, the contractor actually declines the work for whatever reason. And, also, other. The key distinction here for other is when you select that reason of other, we’re gonna ask you to go ahead and populate those details, and we’re gonna require that information before we can move on. Other is not very descriptive, and we want you guys to know exactly why you’re closing jobs. So we get out of this and go into the next job. You can see that I’ve already closed this job. The reason for closing is we lost the job, which is not so good. Another contractor was on-site upon arrival, which sometimes happens, and we display this information right here at the top of your job information so you can clearly see it. If for whatever reason we decide that we we’ve made a mistake or we wanna populate some more details, you can click the edit pencil button after you hover over the details. So I’ll do that again because I went through it kinda fast. So hover over the reason for closing details, click the edit pencil, and now the text area is active, and you can make your edits and move on. Once the job is closed, all of these events get locked down, so they cannot be edited or removed from that point forward. If you decide that you need to do that for whatever reason, just hit the reopen button. You’ll get this sweet little pop up that tells you that you’re about to delete the closed job event. Click reopen, and now we’re back active, rocking and rolling. So moving on to the next job, I’ve prepopulated some events here so you guys can see how they look. These will be sorted from the newest entered event to the oldest job event entered, so oldest to newest. And we want it to be that way so that if any of these events appear out of order, it will immediately pop out to you, and you can edit that event to make sure that it appears in the order that it needs to be. Yeah. So that’s the job event timeline. You can also click the show more option here to see that, I was the one who entered the event, and I also was the one that last modified. So if someone if you were assigning work for someone specifically to do, you log in, you look at the job, and you see someone else is actually entering the event events and modifying them, that’s a way that we know who’s actually doing the work inside of Encircle. And from here, you can click the edit pencil, make your edit to the event itself. The event is already selected, and you will be able to modify the date and time so that it appears appropriately. So if I want it maybe I entered this on the twenty first instead. I can hit save, and now my estimate created jumps down jumps down two spots because, again, we’re sorting from newest event to oldest event. Before I move on from that, I’m going to show you guys how it appears in the report. So we’ve modified four of the different reports. So or maybe four. Encircle PDF report, a Hydro full report, the Hydro summary report, and the Hydro carrier report. All of these reports will have the ability to insert these job events into them. When you select, the Encircle PDF report, you will have a content option in your content picker, and then you can select the event from the left side panel, and it will appear in the preview panel on the right. It will just show the date and time in the event title. And when you generate your report, it will be inserted directly underneath the table of contents for the event section. And you scroll down, and then they will appear exactly as they appear on the job events timeline just in a table format. And then the Hydro carrier report is the only one that’s different. So I’ll walk you through that. So when you want to, when you want to produce your Hydro carrier report, we want to prevent you guys from having to enter these dates twice. So if these job events exist before you hit the generate report button, we’ll just automatically insert those dates for you. So the date, I think it’s the date received will populate into the vendor received date. Customer contacted will populate in the insured contacted, and the site inspected date will populate into, the inspection date here. Work started, job event will go into the job started, and then work complete will go into the completion date. And the only one that we don’t yet have, it will come soon is the dry out confirmed because that will be the drying completed date that, Mike and his team will be taking on at some point. Once we hit the generate report button, that will come into the report, and you won’t have to enter those dates more than one time. I’ll discard my changes, and then we’ll switch over to the mobile view. So when you’re out in the field, these job events will automatically update to between mobile and web and vice versa. So you’ll have the ability to see all of these things as they’re coming in. The look and and feel is the same, so you have the ability to close jobs from mobile. It will take you through the same process that I showed you on web. You can close the job. It will lock everything down, and we move on about our day. And so is there anything else to show here? Oh, yeah. So this view also shows the ability to expand so you can see where, you know, it’s a consistent look and feel across web and mobile, you do have the ability to expand to see more details. You also have the ability to edit in in mobile and web. So standard and admin permission levels will have the ability to delete. Everyone has the ability to add events and edit events on web or mobile. Look and feel is relatively close to to the same same value here. And that is it for events and milestones. I didn’t really touch on milestones, but the milestone follow a similar pattern as what you guys are used to. And if anyone wants those details, they’ll be available in the help articles. Thank you, Tyler. We’ve had quite a few questions come through. We have a little bit of we have a a few minutes that we can that I can throw some questions at you. If we don’t get to your questions, I apologize, and we will do our best to get those answers for you in the coming days to to make sure that you have all of your questions answered. Tyler, the question that I saw come through in the chat is sort of lending itself into a road map conversation, which I know we don’t wanna get into too much, but was talking about integrations with the events or notes to work with other systems like XactAnalysis. Is there anything that you would like to touch on with that question? Yes. So the XactAnalysis integration is one that is quite difficult for us to complete. I would highly encourage you guys to go to Verisk and tell them that we need this integration because our data goes into Encircle, and it needs to be present in XactAnalysis so everyone can be on the same page. Again, we are all about keeping you guys from having to enter data twice. It would be super awesome if we could complete that integration, and get that situated. For now, you know, we do want these dates and times to go out into the into your tech stack that you need it to. We’re making sure that they’re available in our API. And as soon as all of that’s integrated, we will let you guys know. Thanks, Tyler. A couple of questions, and I apologize to everybody that’s listening. Sean, who was supposed to be on today, is our director of product management. He is the one who directs our product road map. So there’s gonna be a lot of questions road map wise that we aren’t gonna be able to answer in in this setting, so we’ll do our best. Tyler, there are a couple for you, and I think that the I think you are able to answer these. So things like being able to enter multiple phone numbers for or multiple contacts and things with, like, sorting at the inbox level. Is it fair to say that we hear we hear you, and these are all things that are part of Tyler’s purview as the operations product manager? Yeah. Yeah. That’s totally fair. I can tell you that that, yes, contacts like tenant, owner, property manager, all of I I can, I’m scared to actually admit how much time I’ve thought about how many people that you guys could possibly talk to while doing work to make sure that those types of contacts are available to be entered, stored, and accessed in Encircle. And, also, I said access, but I access directly from your claim, so you just have to click and get to those that information. Last question for you, Tyler. Kim asked, in the job events, when you enter a job event, I know when you close the job, you can enter some notes, like reason for closing. You can add you can add notes. Can you do that with the other section? So are you able to add notes for, like, first notice of loss or site inspected? No. So that the details, this this all will be used, later in reporting and analytics. So the the ability to enter a detail for every job event, we thought that would be a little bit much in the UI, but I would highly encourage you to use Kash’s update that he gave on rich text notes, which I actually just got to see today for the first time. That’s awesome. Yeah. I would you I would encourage you to use the rich text notes to document everything that you need and use supporting documentation, link it to it, and that way everything’s in one spot. Right. Mike, there’s a few questions from Norman, and I’m gonna connect the two of you after because they’re very specific questions to his workflow. So, Norman, I hear you. I’m not sure if you’re still online, but I’m gonna connect you and Mike after the fact. That is all the time that we have for questions today. So if I didn’t get to your to your questions, apologies, we will get we will get in touch after after the webinar. So that’s it. We’re just after one o’clock. Thank you so much for joining today. So thank you so much, and have a great day.
Meet the expert panel

Leah Vusich
Director, Product Marketing
Encircle

Tyler Walker
Sr. Product Manager
Encircle

Kash Mirza
Sr. Product Manager
Encircle

Shaun Coghlan
Director, Product
Encircle
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