Insurer supplements

A supplement is extra work found after the first estimate, such as hidden damage. The insurer approves or declines it, and the order total follows the answer.

Start a supplement #

1. Open the repair order, choose Order work and go to Insurer supplements.
2. Type the reason and the insurer's reference, then describe the first line and its price.
3. Choose Start supplement. It gets the next number (Supplement 1, then 2) and starts as a Draft. An approved order goes back to awaiting approval until the new lines are answered.

Send it and record the answer #

1. Choose Mark as sent to the insurer. The status becomes Sent.
2. When the insurer answers, choose Insurer approved or Insurer declined. Declined lines leave the order total.
3. The supplement shows approved, waiting and declined money. The status becomes Approved, Part approved or Declined.
4. When no line on the order waits for an answer, the order is approved again.

If something goes wrong #

• Mark the supplement as sent before recording the insurer's answer. Choose Mark as sent to the insurer first.