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Sales Process

The sales process in ClaimExpress for Contractors is simple, fast and complete. We provide everything you need to manage sales reps, leads and estimates; plus a whole lot more. Our Google integration allows you to see the property and know which sales rep it should be assigned to as you are entering the lead in the system. Never lose another file to an overdrawn sales rep. Cancel your Xactimate subscription and use our online estimating system. Learn how to properly account for the cost of your leads, measurement reports, file processing and inspections.
Sales Process
The Basics of the Sales Process

1) Add Lead
2) Define List of Jobs
3) Upload Photos
4) Order Eagleview, Xactimate or Upload Your Own
5) Complete Offer by Emailing to Property Owner

The Tasks

1) Complete Offer
2) Follow Up




Step 1 - Add Lead - Know Before You Go




 
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