Category Archives:

Starting Live Collaboration

The best way to offer live collaboration to a customer 1. Explain that it may take some time to have an inspector, trade, or field technician come and document a claim, compile a quote or conduct a house inspection 2. Let the customer know that if they have a smartphone or ...

Documenting the Livestream

1. Let the customer know that you can see their video by describing what you are seeing in the stream. Example: “Great, I can see the window.” 2. Begin guiding the customer 3. Use clear, simple, and direct language when directing the customer Example: “Could you please show ...

Increasing Success: In-App Calling and Check-In Feature

How to use In-App Calling for smartphones Before disconnecting the call, provide the customer with the following instructions: “After we disconnect, please follow the link in the text message that I sent you.” “Download and install the Mobile App, and accept all the terms ...

Advanced Portal Use

The homepage of the Web Portal, the Dashboard is where new claims or jobs and new assignments are created. Additionally, a list of the most recently-created claims or jobs and statistics on the status of all your claims and jobs will appear here. Assignments Assignments ...

Managing Administrators, Users, and Vendors

The Users List allows administrators to manage all the user accounts for the organisation, including adding, removing, and editing individual accounts as needed.There are three roles that administrators can assign to a new user:  Administrators: For managers and administrative ...

Field Assignments and Narrated Documentation

Creating a new assignment for offline field reporting - LiveLogik PRO Navigate to the New Assignment tab on the Dashboard Fill out the customer information (name, address, email, claim/job number etc.) In the “Assigned To” field, input the name or email address of the ...