Video Walk through of the Scoping Section of Clean Claims
Guide to Using the Scoping Section in CleanClaims
1. Accessing CleanClaims 0:00
Go to app.cleanclaims.com on your desktop, iTab, or mobile phone (desktop recommended for larger screen).
Log into your profile.
2. Navigating to Scoping Setup 0:11
Click on 'Admin'.
Select 'Project Configurations'.
Click on 'Scope'.
3. Understanding the Scoping Sections 0:30
There are two main sections: Pricing and Macros.
4. Exploring the Pricing Section 0:40
Thousands of line items are available, categorized by trades (e.g., water extraction, wallpaper).
Use the search bar to find specific items (e.g., type 'Dehu' to find related line items).
5. Editing Prices 1:02
Hover over any line item to edit its price and information.
6. Creating a Default Price Sheet 1:11
Create a price sheet for specific clients or carriers.
Click 'Create Cost Sheet', name it, and optionally copy prices from existing sheets.
7. Adding Custom Items 1:48
Type in the name and unit of measure for custom items and hit 'Save'.
Custom items will appear in the 'Custom Scope Items' section.
8. Using Macros 2:21
Macros allow you to create a list of items for quick access.
Click 'Create Macro', name it, and add items from the list.
9. Saving and Managing Macros 3:26
After creating a macro, it will appear in the dropdown list.
You can edit or delete macros as needed.
10. Selecting Price Sheets in Projects 4:14
Choose the price sheet you want to use for the project.
The selected price sheet will automatically populate the pricing for the items.
11. Adding Macros to a Project 4:39
In the project, navigate to the scoping item in the room.
Select the desired macro and choose specific items to include.
12. Finalizing the Scope 5:16
Hit 'Continue' to add the selected line items into the system.
13. Support Contact 5:23
For additional questions, reach out to support at CleanClaims.com.
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