Creating a New Call/Job
Step 1: On the HOME page, click create a new call.
Step 2: Fill up the form [customer and protection information, GPS Location, Call Location, The Bill and Survey Information].
Customer Information, Protection Information and GPS Location:
Once you put the vehicle # you can click the search icon on the right side to verify if already have given insurance details before on us.
Then if have recorded already just click it and it will automatically fill-in the chassis number, policy number, Policy Type, Protection Date and Car Brand.
Call Location and Billing:
Survey Information:
Select state on SURVEY LIST page:
It will appear the company person-in-charge and actual towing list details. First must select the company person-in-charge and take note choose the name that highlighted/bold on the list.
Once you select already the name it will pop-up a message and click ok.
Second, for the actual towing list can select any person/driver you want to do the job.
Step 3: Click the SAVE button. It will show a pop-up message and click ok.
Then it will show the record at the bottom.
At the same time the customer and towing driver will receive a message on their mobile with regards to the new job created. And Towing Driver can receive new job notification on road ranger mobile app. [Go to All Claims Road Ranger Mobile Apps to know how it works]
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