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Beta
- About our Beta Program
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Home
Beta
- About our Beta Program
- Signup to be a Tester
Contact Us
Help

General Use

5

Help Tips
Using the search bar
Using the filter
Using the sort function
Home Screen 101

Claims

8

Edit a claim
Delete a claim
Adding a claim
Viewing a claim
Activity

Firms

4

Add a new firm
Edit a firm
Delete a firm
Print a list of firms

Carriers

6

Add a new carrier
Edit a carrier
Delete a carrier
Print a list of carriers
Adjusters
- Add an adjuster to a carrier
- Edit an adjuster

Geographical Groups

5

Add a geographical group
Delete a geographical group
Edit a geographical group
Print a list of geographical groups
What are geographical groups?

Resources

5

Add a resource
Delete a resource
Print a list of resources
Edit a resource
What are resources?

Licenses

5

Add a license
Delete a license
Edit a license
Print a list of licenses
What do the renewal date colors mean?

Continuing Education

4

Enter a continuing education course
Edit a continuing education course
Delete a continuing education course
Print a list of continuing education courses

Invoices

4

Edit an invoice
Create an invoice
Print an invoice
Delete an invoice

Payments

5

Enter a payment
Edit a payment
Delete a payment
Print a list of payments
How to apply overpayments

Billable Items

5

Add a billable item
Edit a billable item
Delete a billable item
Print a list of billable items
What are billable items?

Loss Types

4

Add a loss type
Edit a loss type
Delete a loss type
Print a list of loss types

Reports

2

Print an itel form
How to Create Reports

Appointments

7

Scheduling an Appointment
Viewing an Appointment
Cancel an Appointment
Delete an Appointment
Printing a list of appointments
Edit an Appointment
Routing Appointments

Contractors

6

Print a list of contractors
Delete a contractor
Edit a contractor
Add a contractor
Edit a company
Delete a company

Expenses

8

Print a list of expenses
Delete an expense
Edit an expense
Add an expense
Expense Categories

Getting Started

3

Getting Started with Adjuster Pilot
Why Claris FileMaker Go?
Frequently Asked Questions

Home
How To & FAQ
Continuing Education

Continuing Education

Delete a continuing education course
Edit a continuing education course
Enter a continuing education course
Print a list of continuing education courses

Popular Docs

Viewing a claim
Delete an expense
Adding a claim
Add a loss type
Why Claris FileMaker Go?
Edit an adjuster
Getting Started with Adjuster Pilot
Scheduling an Appointment

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1301 Coulee Road, Suite 1
Hudson, WI 54016

© Edimate Custom Software, Inc. 2024

All rights reserved

Home

Contact Us

Beta Program

Help

Terms & Conditions

Privacy Policy

1301 Coulee Road, Suite 1
Hudson, WI 54016

© Edimate Custom Software, Inc. 2025 - All rights reserved