Create a New Project in Clean Claims
Tucker Evans
34 steps
2 minutes
Cleanclaims
1
Navigate to <https://app.cleanclaims.com/>
2
Click "Create project"
3
Click "Create project"
ISSUE SECTION
4
In the Designation, you can choose "Residential" or "Commercial"
5
Select the "Loss Type"
6
Select the "Class"
7
Select the "Category"
8
Click the "Select date" field to enter the "Date of Loss"
9
Select the "Source/Reason of Loss"
10
Enter "Affected Area" Notes or Description
11
Enter the Street Address
12
Select the Address to populate the fields automatically
13
Enter the "Year of the Structure"
14
Select the "Sale Category"
15
Enter the "Client Contacted" date
16
Enter the "Site Inspected" date
17
Click "Mark complete and lock"
18
Confirm the details and Click "Yes"
Contact Section
19
Add any contacts required on the project here
20
Click "Add contact"
21
Enter the "Contact Type".
22
Fill out the remaining contact details, including Name, Email and Phone
23
Click "Save"
24
Once you have added all contacts, Click "Mark complete and lock"
25
Click "Yes" to confirm contacts have been added.
Admins can add additional contacts on the project at any time.
Insurance Section
26
Depending on what was designated in the Issue Section, you will have the ability to fill out the Insurance information, or Out of Pocket
27
Enter the details associated as needed.
28
Click "Mark complete and lock"
29
Click "Yes" to confirm the details
Documents and Signature Section
30
Depending on your Project Settings, you may have several contracts or documents that may need to be executed. You can sign in person, or send for a digital signature via email.
31
Capture Signature from Client here
32
OR Click "Send "Remote Signature" link to the associated Contact
33
Click "Send email" for remote signature.
34
Click "Yes"
Create a New Project in Clean Claims
Tucker Evans
34 steps
2 minutes
Cleanclaims
1
Navigate to <https://app.cleanclaims.com/>
2
Click "Create project"
3
Click "Create project"
ISSUE SECTION
4
In the Designation, you can choose "Residential" or "Commercial"
5
Select the "Loss Type"
6
Select the "Class"
7
Select the "Category"
8
Click the "Select date" field to enter the "Date of Loss"
9
Select the "Source/Reason of Loss"
10
Enter "Affected Area" Notes or Description
11
Enter the Street Address
12
Select the Address to populate the fields automatically
13
Enter the "Year of the Structure"
14
Select the "Sale Category"
15
Enter the "Client Contacted" date
16
Enter the "Site Inspected" date
17
Click "Mark complete and lock"
18
Confirm the details and Click "Yes"
Contact Section
19
Add any contacts required on the project here
20
Click "Add contact"
21
Enter the "Contact Type".
22
Fill out the remaining contact details, including Name, Email and Phone
23
Click "Save"
24
Once you have added all contacts, Click "Mark complete and lock"
25
Click "Yes" to confirm contacts have been added.
Admins can add additional contacts on the project at any time.
Insurance Section
26
Depending on what was designated in the Issue Section, you will have the ability to fill out the Insurance information, or Out of Pocket
27
Enter the details associated as needed.
28
Click "Mark complete and lock"
29
Click "Yes" to confirm the details
Documents and Signature Section
30
Depending on your Project Settings, you may have several contracts or documents that may need to be executed. You can sign in person, or send for a digital signature via email.
31
Capture Signature from Client here
32
OR Click "Send "Remote Signature" link to the associated Contact
33
Click "Send email" for remote signature.
34
Click "Yes"
