Welcome to Encircle! To help your team get up and running, we have a few quick steps to set up your account in the Encircle Web App.
This will help auto-populate your forms and reports with your business’ name and address.
We recommend the following permissions settings for your team:
Avoid double entry and populate your claims automatically! Sync your external assignments directly into Encircle by clicking External Assignments and following the instructions.
Adjust and customize your dispositions list, box types, drying preferences, and room templates to simplify contents, drying, and sending Link by Encircle.
Dispositions are how the contents will be handled. For example, you could use “Storage–Onsite”, “Ultrasonics”, “Hand Cleaning”, “Non-restorable” or “Sentimental Item” as possible classifications. Creating detailed dispositions will help your team process contents and drive reports based on the dispositions.
Use room templates to make your common jobs even easier to set up.
Adjust your drying preferences and upload your equipment list. Get your equipment inventory setup within the app to track the drying progress, onsite time, energy used, and provide comprehensive drying reports.
This will help your team keep count and understand what is being applied to a job.
Customize your job status settings to the terminology your team uses.
Here you can see claims and their associated job status in relation to Mitigation, Contents, and Rebuild. In the top right corner, you can click Add Claim to create a new claim or click Filter.