FAQs
Who is this training for?
This training is for office admins, project managers, and/or operations managers who are responsible for managing the day-to-day progress of restoration jobs from the office.
How does Encircle help with communication and collaboration?
Encircle centralizes communication between field and office teams, syncing data in real-time for full visibility – reducing phone calls, texts and miscommunication. You can also share the job file a 3rd party, like a subcontractor or remote estimator, who is actively working on/contributing to the job.
Learn more about Sharing
Learn more about Sharing
What are job events and why are they important?
In a date-driven industry, job events allow you to log key activities – such as customer contact, site inspected, work started, work completed, etc – with timestamps that automatically update job milestones. This creates a clear, visual job progress timeline for anyone to see in the job file. Add these events to your reports to add an additional level of professionalism to proof to your documentation
Learn more about job events
Learn more about job events
Can customers or subcontractors add photos to the file without downloading the app?
Yes. You can send a Link to customers, subcontractors, property managers, or any one else that might be involved in restoring the property. You simply send them a link via email or SMS and they will be able to contribute without downloading an app.
Learn more about sending a Link to a customer or another 3rd party
Learn more about sending a Link to a customer or another 3rd party
How do I generate reports in Encircle?
Encircle Reports bring all of your field data, like photos, videos, notes, floor plans, etc. together into a polished, professional document that tells the story of the loss. Created in just a couple of clicks and easily shareable with embedded media, you can create reports any time to show what happened and the progress being made to restore the property.
Learn more about Creating the Encircle PDF Report
Learn more about Creating the Encircle PDF Report
Can I integrate Encircle with my CRM and/or job management software?
Yes. Encircle integrates with software like XactAnalysis, PSA, iRestore, Xcelerate, and Albi. You can reduce double entry by connecting your systems together.
Learn more about enabling integrations here.
Learn more about enabling integrations here.
How can I learn more or get help?
- Join a live training session — offered four times a week, covering every Encircle workflow
- Visit our Help Center — explore step-by-step articles, guides, and best practices
- Connect with us — reach out to our Support Team or your Account Manager for personalized assistance
Take the quiz, earn your badge
* Please check your email for quiz results and your completion badge.
Admin: Day-to-Day
Keep every job organized from start to finish
This training is for office admins who need an efficient way to manage jobs and stay in sync with field teams.
Navigating the inbox
Managing external assignments
Creating and organizing jobs
Reviewing job events and milestones
Writing and sharing notes
Managing contents
Generating professional reports
Collaborating with teams and clients
What you’ll learn :
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Additional resources
Want to learn hands-on with an expert?
Browse upcoming sessions.
Weekly Live Training
Use this guide when conducting a day 1 video walkthrough of a property.
Creating a PDF Report
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