How To

Images

• Emailing an Image or Document from a case

Creating a Case

• Three ways to Create a Case
• Creating a Quick Case
• Using the Wizard to create a Case
• Create a Case from Mailbox

Finding a Case

• Quick Case Find
• Advanced Case Find

Creating an Estimate

• Direct Grid Entry
• Sections Entry
• Supplementary

Purchase Orders

• Creating Credit Requests and Credit Notes
• Creating a Purchase Order Manually
• Creating a Purchase Order from Parts Check
• Receipting Parts
• Posting Invoices to Accounts

EQ Photos

• Setting Up EQ photos
• EQ Photo - Mobile app

Advanced Estimating

• Changing an Estimate type
• Change an Insurer on a case
• Edit Images
• Load Images Via Windows Explorer
• Hot Spot Estimating