How to Add Project Task or Create Project Task Templates

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  Create a New Cost Sheet for Scope Items 1. Navigate to https://app.cleanclaims.com/ 2. Click "Admin" 3. Click "Project Configurations" 4. Click "Scope" 5. Click "Create cost sheet" 6. Name the Cost Sheet 7. You can copy existing prices from any other ...

• Create a Custom Report Template in Clean Claims

  1. Navigate to https://app.cleanclaims.com/ 2. Click Admin 3. Click Project Configuration 4. Click Report Template Tip! You can modify existing templates or create new templates from this screen 5. Click Create Template 6. Select which field you want ...

• Project Settings Overview

  <br> Setting Up Project Settings in Clean Claims 1. Access Project Settings Navigate to Admin > Project Configurations > Project Settings. This is where you will configure all project-related settings. 2. Select Project Designation and ...

• Copy floorplans to a different project in Magicplan

  There may be a time where a scan was created in magicplan, but it was not scanned in the associated linked project created by Clean Claims in magicplan. In order to export the scanned rooms back to Clean Claims, the scans need to be created in the ...

• Add initials on all pages

  Some documents require just the initials on every page, which can be challenging in case of large documents. However, with Clean Claims Sign it’s possible to do this in just a couple of clicks. To add initials on all pages: Open the document template ...