Encircle Inventory Software Presentation

Introduction

• Presenter: Chris from Encircle
• Host: Barb Jackson
• Locations: Barb (Pittsburgh) and Chris (Winnipeg, Canada)
• Attendees: On mute and no video
• Purpose: Demonstrate Encircle inventory software

Webinar Setup

• Recording available for later
• Audio check via chat
• No video for participants
• Chris will share his screen

Encircle Software Overview

• Duration: 5-minute quick overview initially
• Topics: Contents handling, pack out, and remote document signing

Key Features of Encircle

Claim Creation and Remote Document Signing

• Claims Handling System: Start a claim and send messages
• Link Feature: Documents can be signed remotely and photos can be synced from the homeowner
• Process: Send secure, encrypted messages to homeowners
• Real-time Photo Syncing: Slight delay but nearly real-time
• Customer Engagement: Utilize photos to discuss items with the homeowner

Contents Handling

• Contents Item Creation: Items can be noted with photos, descriptions, and special instructions
• Field Team Communication: Mobile app allows field team to see items and instructions
• Sentimental Items: Noted for special care

Document Sending and Signature Collection

• Document Types: Privacy consent forms, work authorization, etc.
• Signature Collection: Through text messages and in-person on mobile app
• Importance: Reduces the need for physical visits to obtain signatures

Exterior and Pre-existing Conditions Documentation

• Exterior Photos: Capture pre-existing conditions, parking instructions, and pets
• Importance: Protects contractors from liability for pre-existing damage
• Photo Tips: Horizontal shots, slight overlapping, good lighting

Live Syncing and Mobile App Functionality

• Live Syncing: Photos and data sync in real-time between field and office
• Mobile App: Structured capture for photos, notes, sketches, and videos
• Contents Listing: Detailed or quick capture methods for contents items

Box and Item Documentation

• Box Naming: Sequential numbering by room (e.g., Living Room Box 1)
• Pre-existing Conditions: Photos taken to document conditions
• Multiple Employees: Can work in the same room, use identifiers like initials
• Disposition: Items can be marked for storage, non-restorable, etc.
• Voice to Text: Recommended for speed

Reporting and Sign-off

• Reports: Generate non-restorable lists and photo reports
• Signature Collection: Digital signatures for sign-off on contents
• Exporting Data: Media export for easy transfer to other systems like Xactimate

Questions and Answers

• Box Weight: Can be noted for items like laundry
• Labeling System: Pre-numbered labels recommended, unique identifiers to avoid duplication
• Multiple Shops: Can use location names to differentiate
• Employee Initials: Can use initials instead of letters for box identifiers

Integration and Costs

• Integration: Works well with systems like Dash or PSA
• Cost: $10 per claim, discounts for bulk purchases, performance coaching available
• Demo: 30-day free trial with performance coaching

Contact Information

• Chris's Email: [email protected]
• App Download: Available on App Store and Play Store

Conclusion

• Chris and Barb thanked the attendees
• Chris available for further questions via chat