JobNimbus CRM Training & Tutorials

STEP 4: Scheduling an Adjuster Meeting & Creating a Photo Report

PROCEDURE / PROCESS

Schedule The Adjuster Meeting

  1. Create an ‘Adjuster Meeting’ Task in JobNimbus

**This will send the customer the meeting time + instructions

Before the Adjuster Meeting

  1. Complete a full Photo Report Form of the entire property

  • Create the ‘Photo Report’ form and complete it - taking all the necessary pictures & getting all the necessary information as you do the inspection

VIDEO TUTORIALS

1. Scheduling Adjuster Meeting

2. Making a Photo Report Form

''No Team Like the Home Team''