Admins can enable insurance tracking for roofing jobs by turning on a dedicated setting. When enabled, the system allows sales reps to capture an insurance claim number for insured roofing jobs when creating proposals and adding new customers. The setting also adds an insurance-specific stage to the roofing project workflow.
This setting is required before sales teams can use insurance fields in roofing proposals.
Follow the steps below to enable insurance for roofing jobs.
Step 1: Click your profile icon in the top-right corner and select “Settings”.
Step 2: From the left-hand settings menu, click “Public Proposal”.
Step 3: Click the “Edit” icon in the “Public Proposal” section.
Step 4: Scroll down to locate the “Enable Insurance Roofing Jobs” setting and turn the toggle on.
Step 5: Click “Update” to save your changes.