Folder - Summary

Related Documents

Attaching Documents from a Folder

Create a New Appointment from the Folder

Documenting Tow Requests / Creating a Tow Appointment

Lost Opportunities

Mark a Vehicle as Arrived

Mark a Vehicle as Completed

Mark a Vehicle as Delivered

Rentals

Total Loss

Setting up Insurace Companies, Agents, and Adjusters

The Folder Summary screen is located on the 1st tab of the Customer Folder. When checking in a customer, there are several pieces of information you will need to record: