• Home
  • Beta
    • About our Beta Program
    • Signup to be a Tester
  • Contact Us
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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
    • Log Billable Time
    • Log Communications
    • Log Status Changes
    • Log Inspections

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
    • Viewing Expense Categories
    • Add an Expense Category
    • Edit an Expense Category
    • Delete an Expense Category

Getting Started

3
  • Getting Started with Adjuster Pilot
  • Why Claris FileMaker Go?
  • Frequently Asked Questions
  • Home
  • How To & FAQ
  • General Use

General Use

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

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
Still stuck? How can we help?

How can we help?

Still stuck? How can we help?

How can we help?

Your trusted co-pilot in claims management

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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