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Set Up & Train

ClaimExpress for Contractors is designed so that you can set up and manage multiple branch locations from one login.
Set Up & Train
In addition, when we set up your account we create a Testing Branch Location for you and your team to practice creating and emailing your estimates, processing contracts and assigning project ID's, printing, assigning and verifying your job orders, processing your final paperwork, recieving payments and capping out the commissions.





The Basics of the Set Up & Train Process

1.  Add Location
2.  Add Users, Suppliers, Crews
3.  Define Price, Cost Macro's
4.  Define Pay Plan Percentages
5.  Use the Testing Location to Train your people






 
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ClaimExpress - Donald Haight 877.240.7722 > Software as a Service