The First Notice of Loss (FNOL) marks the beginning of any restoration job. Lever360 simplifies the process with an intuitive intake form that captures all essential details.
In this guide, we’ll walk through creating a new job, capturing key details, and linking job data to the CRM for seamless tracking.
Note - Any information not collected initially can be added later. It is up to your company to determine what is important or relevant for collection during New Job Intake.
Step 1: Add Job Button - Create New Job
To create a new job:
Click the + Add Job button at the top of the Job List page.
Or, use the + New Job shortcut from the main menu, available anywhere in the system.
Step 2: Enter Customer and Job Details
Job Type:
Select the type of loss (e.g., water, fire) from the dropdown.
This will auto set the job number abbreviation
Customer Name and Job Name:
Enter the customer’s name (e.g., "John Doe").
The job name will auto-fill with the same name but can be edited as needed.
Contact Information:
Click + Phone to add a phone number and select the type (e.g., mobile, home).
You may add multiple phone numbers. The first one entered will auto set to primary
Similarly, add an Email Address and select the preferred contact method.
You may add multiple emails. The first one entered will auto set to primary
Job Location:
Enter the location by typing in the address fields or use the Google Maps integration to auto-fill the address.
Add extra details like apartment numbers or community codes in the additional fields if necessary.
Step 3: Capture Job-Specific Information
Reported Source:
Document the cause of the loss (e.g., "Broken pipe, water damage") in the appropriate field.
Loss Description:
Add relevant information to provide context for the job, such as:
Affected areas (e.g., "Living room, dining area").
Customer-reported details (e.g., odors, discoloration, pets).
Scheduling availability (e.g., "Available today after 4 p.m.").
Any specific concerns or warnings (e.g., “Basement may have structural issues”).
This high-level information is used to communicate the job internally and ensure alignment among team members.
Step 4: Assign Team Members
Assign key team members such as a Project Manager, Lead Technician, or Account Representative.
If there is no one to assign at this point, leave these fields blank.
Important Note: Assigning a team member will:
Notify the individual of their assignment.
Add the job to their My Active Jobs list, ensuring they are aware of their responsibility.
Step 5: Save the Job
Review all entered details to ensure accuracy.
Click Save to create the new job.
The job will now appear in your Job List with all associated details.
CRM Integration for Seamless Job Tracking
Lever360 Job Details links specific fields directly to the CRM, allowing centralized tracking of critical data throughout the job lifecycle. These fields pull from existing CRM records and ensure all relevant contacts and companies are easily accessible:
Insurance Company
Adjuster
Insurance Agency
Insurance Agent
Referral Company and Contact
Third-Party Administrator (TPA) Company
When selecting any of these fields, you can search for existing CRM entries (Companies and Contacts) or create new ones if needed. This ensures consistent and comprehensive data tracking across all jobs.
Tips for Effective Customer Intake
Be thorough but flexible: Collect as much information as possible during intake, but remember that additional details can always be added later.
Communicate clearly: Ensure loss descriptions and next steps provide clear instructions for team members.
Use CRM Integration: Leverage Lever360’s CRM features to pull or create contacts for adjusters, agencies, and referrals.
FAQs
Q: Can I skip certain fields during job creation?
A: Yes, your company can decide what fields are mandatory and what can be added later.
Q: What happens if I don’t assign a team member right away?
A: You can assign team members later without affecting the job creation process.
Q: How do I edit or update job details?
A: Open the job, click the Edit button, or use the Bulk Edit option to modify fields as needed.
Next Steps
After creating the job, you may move to Task & Scheduling or simply add Office Next Steps and Field Next Steps to the job details.
Office Next Steps and Field Next Step Notes:
Provide quick-view updates directly on the Job Details page.
Automatically create entries in the Communication Tab, ensuring a record is maintained.
Task & Scheduling
Give detailed work order to employees and schedule when to execute
Support
If you experience issues during the new job intake process, contact Lever360 Support:
Email: [email protected]
Phone: 561.337.2900