After you watch
FAQs
Who is this training for?
This training is for the new Encircle customer, specifically for the admin who has been assigned the responsibility of setting up the Encircle account for the first time.
How long does it take to start using Encircle?
Getting started with the basics of Encircle is as simple as entering your company details, inviting team members and getting out in the field. You can continue to get things set up while your team is getting up and running on the mobile app. We’ve even had customers get set up from their trucks while en route to a CAT response.
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: Getting Started
Get your Encircle account up and running
This training is for new organization admins setting up Encircle for the first time.
Organization settings and defaults
Adding company branding
Inviting team members
Managing permissions
Requesting custom forms
Customizing company templates
Connecting Xactimate & XactAnalysis
Setting up Encircle Payments
Onboarding your team
What you’ll learn :
Click the menu
to select a chapter marker
Watch training video below
Get your account set up
1
Invite your team
2
Start documenting right away
3
The best way to learn Encircle is to get out there and use it.
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