Help center / Claimsfy Field

Where things are (Field)

Claimsfy Field

⋯ More in the header holds Settings, AI setup, Freeze header and Delete. The header keeps what you use all day: the claim picker, Save, New claim, Phone, Messages, notifications and your name menu.

  • On each tab, downloads and less-used actions sit in a ⬇ Download, ⬇ Export or More menu. For example, the estimate entry sheet, photo package, Export CSV and Clear are under More.
  • On the field queue, each assignment's Delete is under ⋯ on its card.
  • Your own billing on each claim is on the Billing tab, after Reports; All claims on that tab lists every claim's billing.
  • Alt+1 to Alt+9 (Option on a Mac) opens that numbered tab, and Alt+0 opens the queue. Ctrl+S (⌘S) saves.
  • With the header pinned, its Save button works for every tab, so the tabs don't repeat it. There's no interface picker: Field has one interface, the field adjuster interface.